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Health Savings Accounts

Where Physical and Financial Health Meet

Health Savings Accounts (HSAs) let you set aside money on a pre-tax basis to pay for qualified medical expenses, such as deductibles, copayments and coinsurance.

Our HSA features include:

  • These are tax-advantaged health savings accounts.
  • They are interest-bearing accounts.
  • You can choose between eStatements or paper statements.

Are you eligible? 

Guidelines are subject to change, consult a financial advisor to discuss your specific situation.

Per the IRS, the following requirements determine eligibility:

  • You must be covered under a qualifying high-deductible health plan (HDHP) on the first day of the month.
  • You have no other health coverage except what is permitted by the IRS.
  • You are not enrolled in Medicare.
  • You can’t be claimed as a dependent on someone else’s tax return.

Other restrictions and exceptions may also apply.

What’s a high-deductible health plan?

The IRS defines a qualifying high-deductible health plan with having specific minimum annual deductibles and out of pocket maximums that are subject to change on an annual basis.  Consult a financial advisor to discuss.

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All rates quoted as Annual Percentage Yield (APY) and subject to change without notice.

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