• Health Savings Account Eligibility Survey

    Answer the following questions to determine your eligibility for a Health Savings Account (HSA).
  • Are you currently covered by a High Deductible Health Plan (HDHP)?*
  • Do you have any other health coverage (excluding permitted insurance such as dental, vision, disability, or long-term care)?*
  • Are you enrolled in Medicare?*
  • Can you be claimed as a dependent on someone else's tax return?*
  • Should be Empty:
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