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Click ‘Get Form’ to open the fidelitycomhsasupplemental form in the editor.
Begin by filling out the 'Account Owner' section. Enter your name, Fidelity HSA Account Number, and contact information. Ensure you do not include your HSA Debit Card Number here.
Proceed to the 'Supplemental Card Holder Information' section. You can add up to four supplemental card holders. For each holder, provide their first name, last name, date of birth, Social Security or Taxpayer ID number, and relationship to you.
In the 'Signatures and Dates' section, ensure that you sign and date the form. This is crucial for processing your application.
Finally, review all entered information for accuracy before submitting the form via mail or in person at a Fidelity Investor Center.

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What happens to my Fidelity HSA when I turn 65?

Once you turn age 65, you can use your HSA to pay for any nonqualified medical expenses like buying a boat or new patio furniture, but you dont get to take full advantage of the tax savings; youre required to pay federal and potentially state taxes for such expenditures.

How do I send a form to Fidelity?

at Fidelity.com. Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036.

Where to get 1099 SA for HSA Fidelity?

Visit Fidelitys Tax Center at Fidelity.com/tax or call the number on your tax form. Visit the IRS at .irs.gov or call 1-800-829-1040.

Do you lose HSA money at end of year fidelity?

At age 65, most Americans lose HSA eligibility because they begin Medicare. Final Years Contribution is Pro-Rata. You can make an HSA contribution after you turn 65 and enroll in Medicare, if you have not maximized your contribution for your last year of HSA eligibility.

What happens to my HSA at age 65?

FSAs typically have a use it or lose it feature, which means you lose the money left in the account at the end of the year (with limited exceptions). An HSA is different. The balance in an HSA is yours to keep from year to year, from job to job, even from career into retirement.

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