Important Reminders About Your Account

• Must have a high-deductible health plan.
• If your company is contributing to this account, please confirm if that contribution has been made. If not, please reach out to your employer to have that set up.
• A service charge of $2 will be imposed every month if the average daily balance for the account falls below $500*
  (Waived during the first year).
• The HSA contributions/catch-up limits for last year, this year, and next year can be found in your account opening paperwork in the HSA Custodial packet.
• If you need to make a large medical purchase, contact us one of these three ways to increase your limit to avoid a potential card denial:
  • Call us at 800.843.1552.
  • Send us a message in Digital Banking.
  • Contact your bank officer directly.
• All transactions in this account must be qualified medical expenses as outlined by the IRS. To view a list of approved HSA purchases, visit irs.gov.
• HSA accounts can never go overdrawn. Doing so creates a risk of the account being closed.
  
  

If you didn’t do so at the time of account opening, be sure to make your initial account deposit within 30 days of opening to avoid your new account being closed.

(online or mobile) with the username provided by your bank officer. Find more information about Digital Banking features and FAQ.

  Enroll in electronic statements

1. Log in to Digital Banking.
2. Select the account you want to enroll.
3. Select Statements & Notices.
4. Accept the terms.
5. Enter the email address where you want to receive notifications.
6. Select the account.
7. Finish by selecting Enroll.

• Use the routing number and account number provided at account opening.
• For employer contribution, work with your HR department to set up.

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