Bank
What you need to know
What does the IRS say about HSA Custodians?
A qualified HSA trustee can be a bank, an insurance company, or anyone already approved by the IRS to be a trustee of individual retirement arrangements (IRAs) or Archer MSAs. The HSA can be established through a trustee that is different from your health plan provider. Follow the link below to IRS Publication 969 for more information.
Coaches' Takeaway
A qualified HSA trustee can be a bank, an insurance company, or anyone already approved by the IRS—see IRS location and Publication 969.
Tools & Resources
CDHPCoach’s Storage Facility, where the Coach has organized and compiled a vast amount of tools and resources for you to access.
Library
Housed here are key components and information within the book, Bend the Healthcare Trend which was the impetus behind the CDHPCoach.
Bank
What you need to know