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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→HSA Bank→Preparing your estate

How to designate beneficiaries at HSA Bank

Covers 2 hsa accounts — beneficiaries can be managed online

HSA Bank

Subsidiary of Webster Bank, N.A.

hsabank.com→
HSA Bank logo

Client Assistance Center

Phone1-800-357-6246
Emailaskus@hsabank.com
Mailing Address

HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056

Client Assistance Center (direct)
1-414-978-5294
Client Assistance Center (Spanish)
1-866-357-6232
Lost or Stolen Debit Card (holidays)
1-800-523-4175
Business Relations (employers/partners)
1-866-357-5232
WebsiteLearn more→

Client Assistance Center

Phone1-800-357-6246
Emailaskus@hsabank.com
Mailing Address

HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056

Client Assistance Center (direct)
1-414-978-5294
Client Assistance Center (Spanish)
1-866-357-6232
Lost or Stolen Debit Card (holidays)
1-800-523-4175
Business Relations (employers/partners)
1-866-357-5232
WebsiteLearn more→

Client Assistance Center (no separate estate/bereavement unit; death distributions are handled here)

Phone1-800-357-6246
Emailhsaforms@hsabank.com
Mailing Address

HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056

Client Assistance Center (direct)
1-414-978-5294
Client Assistance Center (Spanish)
1-866-357-6232
WebsiteNotify online→
Verified Jul 2026

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.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • hsabank.com
  • hsabank.bynder.com
  • account.hsabank.com

Data sourced from HSA Bank primary sources (13 pages reviewed). How we research.

Download these HSA Bank instructions

Download instructions for the whole estate→

A 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.

HSA Bank

Subsidiary of Webster Bank, N.A.

hsabank.com→
HSA Bank logo

Client Assistance Center

Phone1-800-357-6246
Emailaskus@hsabank.com
Mailing Address

HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056

Client Assistance Center (direct)
1-414-978-5294
Client Assistance Center (Spanish)
1-866-357-6232
Lost or Stolen Debit Card (holidays)
1-800-523-4175
Business Relations (employers/partners)
1-866-357-5232
WebsiteLearn more→

Client Assistance Center

Phone1-800-357-6246
Emailaskus@hsabank.com
Mailing Address

HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056

Client Assistance Center (direct)
1-414-978-5294
Client Assistance Center (Spanish)
1-866-357-6232
Lost or Stolen Debit Card (holidays)
1-800-523-4175
Business Relations (employers/partners)
1-866-357-5232
WebsiteLearn more→

Client Assistance Center (no separate estate/bereavement unit; death distributions are handled here)

Phone1-800-357-6246
Emailhsaforms@hsabank.com
Mailing Address

HSA Bank, 909 N 8th Street, Suite 200, Sheboygan, WI 53081-4056

Client Assistance Center (direct)
1-414-978-5294
Client Assistance Center (Spanish)
1-866-357-6232
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your HSA Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your HSA Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Reimbursable Trustee Expenses: A Clear Overview

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Dave Ramsey on Trusts: What We Agree and Disagree On

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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
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Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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