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CONTRIBUTION AND INVESTMENT SELECTION PART 1. HSA OWNER PART 2. HSA TRUSTEE OR CUSTODIAN Name First/MI/Last To be completed by the HSA trustee or custodian Hartford Healthcare Federal Credit Union Name Social Security Number 4 Wethersfield Ave Address Line 1 Date of Birth Phone Email Address Hartford CT 06114 City/State/ZIP Account Number Suffix 860 547-0027 13087 Phone Organization Number PART 3. 3. Transfer Direct movement of assets from an HSA or Archer MSA into this HSA PART 4. INVESTMENT A ...

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

Can HSAs be invested?

Investing HSA dollars has many potential tax benefits and can be an additional way to save for long-term health care expenses and financial goals. Once your HSA reaches a certain designated balance, typically $2,000, you may choose to invest a portion of your HSA dollars.

Can Hsas be inherited?

The full amount of your HSA rolls over every year. If you have a spouse that inherits your account, they will receive the same HSA carry-over benefit. Your spouse can always withdraw the funds to pay medical expenses, 100% tax-free.

Do you earn interest on an HSA?

HSAs earn interest just like a traditional savings account. But unlike a traditional savings account, interest earned on an HSA is not taxed. Once an account meets a certain balance threshold, funds can be invested in mutual funds to maximize HSA earning potential.

Is HSA transferable upon death?

Beneficiary (not a spouse) transfer: The HSA ends on the date of the individual's death. The funds are then distributed and taxed as income to the beneficiary at fair market value. However, the beneficiary can use the HSA funds to pay for medical expenses of the account holder for up to 12-months after their death.

Do HSAs capital gains?

HSAs are just that, savings accounts. As long as funds are saved and spent on qualified medical expenses, all contributions, capital gains, and withdrawals remain untaxed.

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