How to designate beneficiaries at HSA Bank
Covers 2 hsa accounts — beneficiaries can be managed online
Client Assistance Center
HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056
Client Assistance Center
HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056
Client Assistance Center (no separate estate/bereavement unit; death distributions are handled here)
HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056
The key with your HSA Bank health savings accounts is making sure a transfer mechanism is in place—a current beneficiary designation and, where supported, trust titling. Either keeps the health savings accounts out of probate and moving directly to the people you choose.
HSA Bank has 2 health savings accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Sources
Data sourced from HSA Bank primary sources (13 pages reviewed). How we research.
Download these HSA Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against HSA Bank primary sources. Bring it to the branch or keep it beside the phone.
Client Assistance Center
HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056
Client Assistance Center
HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056
Client Assistance Center (no separate estate/bereavement unit; death distributions are handled here)
HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056
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