HSA Ed off Accountholders on Employers off Agents Brokers off

How to Make Changes to Your Account

laptop work

 

Download Forms

Updating your account information is quick and easy. Simply download the form, complete and return to HSA Bank. All the forms you need to change your address, add/remove an authorized signer or update your account beneficiary are available online.

Authorized Signer Form
An authorized signer is able to withdraw funds and receive details on your account.

Designation of Beneficiaries Form
Use this form to add or remove a beneficiary from your Health Savings Account.

Account Information Change Form
You can change your name, authorized signer and beneficiaries all by downloading one form.

Utilize Internet Banking

Via Internet Banking you can change your profile information; such as address, email and phone number. Or, set new statement delivery preferences, change your password and update security information.

Log in to Internet Banking


Looking for a different form?

Click here for a complete list of online forms.