WebSection 1: Be sure to include your Phone Number. We or your current Trustee or Custodian may have to call you with follow-up questions. Section 2: Select only one … Web2. Transferring Trustee/Custodian *Transferring Trustee/Custodian Name *Contact Name *Address *City *State *Zip *Account Number or Identification 3. Transfer Instructions 3a. Originating Account Type: HSA Archer MSA IRA 3b. Total Amount to Transfer: Entire Account Balance Specific Dollar Amount $_____ Keep my Account Open Close my …
After an HSA Owner’s Death: Spouse vs. Nonspouse Beneficiary
WebDec 9, 2024 · A Health Savings Account (HSA) is an account for individuals with high-deductible health plans to save for medical expenses that those plans do not cover. Web- The name(s)/title on the account being transferred must match the name(s)/title on the receiving TD Ameritrade account. ... - All contributions to an IRA must be made in cash and you must include a completed IRA Deposit Slip with your form. Please contact TD Ameritrade at 1-800-669-3900 for information on additional exceptions for IRAs ... booths blue willow china
Health Savings Account Transfer Request Form
Webfor the IRA you are transferring. Transferor Trustee or Custodian Name Account Number Name of Individual or Department Responsible for Transfers Transferor Trustee or … WebComplete this form and send the original to Bank of America to initiate a trustee-to-trustee transfer of funds from your Bank of America HSA to a new custodian or trustee. Check … WebStep 2: Existing HSA/IRA Trustee or Custodian Information Step 3: Former Spouse Information Step 4a: Transfer Instructions HSA Account Name of Former Spouse (First, … hatch hackney