HSA Organizers—Custodial With Self-Direction

The HSA Organizer contains documents necessary to establish an HSA. It helps you collect necessary information about your HSA owner and includes an account agreement and disclosure statement. You can document the HSA owner's beneficiary designation and the initial contribution amount on the application.

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HSA Organizers-Custodial with Self-Direction contains documents necessary to establish an HSA and helps collect the necessary information about your HSA owner.

HSAOrganizers-CustodlWSelf-Dir.xml

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