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.
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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.
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Tools & Resources
CDHPCoach’s Storage Facility, where the Coach has organized and compiled a vast amount of tools and resources for you to access.
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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