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HSA Designation of Beneficiary Form - Your HSA Admin

HSA Designation of Beneficiary Form - Your HSA Admin 2025

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The document is an HSA Designation of Beneficiary Form, which allows the owner to name or change beneficiaries for their Health Savings Account (HSA). It includes sections for personal information, designation of primary and contingent beneficiaries, spousal consent if applicable, and required signatures. The form ensures that the HSA balance is distributed according to the owner's wishes upon their death.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Who is your HSA administrator?

On the member website, go to Accounts Profile Summary Add Beneficiary.

Who administers HSAs?

Your HSA is administered by a trustee/custodian.

What is a beneficiary designation for an HSA?

An HSA custodian refers to any bank, credit union, insurance company, brokerage, or other approved organizations that offer HSAs. They may also be called HSA administrators.

How do I know who my HSA provider is?

How to find an HSA financial institution Research HSA providers online. Check with your health insurance company to see if they partner with HSA financial institutions. Ask your bank if they offer an HSA option that meets your needs.

Who is responsible for HSA?

A Health Savings Account (HSA) is a tax-advantaged account created for or by individuals covered under high-deductible health plans (HDHPs) to save for qualified medical expenses. Contributions are made into the account by the individual or their employer and are limited to a maximum amount each year.

Who is the administrator of my HSA?

HSA administrators are typically banks, credit unions, brokerages, insurance companies, or third-party administrators, so it makes sense to find out if the products your administrator offers are insured by the Federal Deposit Insurance Corporation (FDIC).

HSA Designation of Beneficiary Form - Your HSA Admin 2025

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