ESA/HSA Applications

EDUCATION AND HEALTH SAVINGS APPLICATIONS

Coverdell Education Savings Accounts (ESA)
An education savings account (ESA) is a plan set up and managed by a parent or guardian for a minor. Amounts deposited in the account can grow tax-deferred until distributed, and the child will not owe tax on any withdrawal for qualified primary, secondary and/or higher education expenses.

Health Savings Accounts (HSA)
A Health Savings Account (HSA) is a new, portable, savings account that allows you to set aside money for health care tax-free. You must have high deductible health insurance to open an HSA. Different from other benefit products, an HSA rolls over from year to year (there is no “use it or lose it”), interest is paid, money can be invested in mutual funds, and it is owned by you, not your employer.

Education Savings Accounts | PDF Application | Transfer Form | Distribution Form | Agreement & Disclosure | Change of Beneficiary | FAQs

Health Savings Accounts | PDF Application | Transfer Form | Distribution Form | Agreement & Disclosure | Change of Beneficiary | FAQs