Bancorp hsa 2026

1. Click ‘Get Form’ to open the bancorp hsa in the editor.
2. Begin by reviewing and verifying your personal information, including your name, SSN/Tax ID, date of birth, and contact details. Ensure all entries are accurate.
3. Designate an Authorized Signer if needed. Fill in their name, date of birth, and SSN/Tax ID. You can also check the box to provide them with a debit card.
4. Complete the Designation of Beneficiaries section carefully. Provide names, relationships, dates of birth, and share percentages for each beneficiary. Remember that spousal consent is required if you are married and designate someone other than your spouse.
5. Sign in the Signature section to confirm eligibility for the HSA account and acknowledge understanding of terms. Ensure all required signatures are completed before submission.
6. Finally, place the completed form in the postage-paid envelope provided and return it to The Bancorp Bank at the specified address.

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