How to designate beneficiaries at Lively
Covers 2 hsa accounts — beneficiaries can be managed online
Preparing your Lively health savings accounts for transfer starts with the beneficiary or registration on file, which controls who inherits without probate. Where it applies, Lively accounts can also be titled to a revocable living trust; the right approach depends on the account type and your broader plan.
The transfer rules at Lively vary across 2 health savings accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Sources
Data sourced from Lively primary sources (6 pages reviewed). How we research.
Download these Lively instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Lively primary sources. Bring it to the branch or keep it beside the phone.
Estate planning articles
Learn how to protect your Lively accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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