Health Savings Accounts

A Health Savings Account (HSA) is an account that you can put money into to save for future medical expenses. There are certain advantages to putting money into these accounts, including favorable tax treatment. HSAs were signed into law by President Bush on December 8, 2003.

Apply here:
Online HSA Application

Requirements for HSA Plans

Must be:

  • 64½ or younger
  • Applicant's spouse, 64½ or younger
  • Applicant's unmarried child or stepchild who has not yet reached age 25
  • Applicant's unmarried grandchild who qualifies as a dependent of the applicant for federal income purposes at the time of application and who has not yet reached age 25
  • Resident of the U.S.
  • Able to meet underwriting guidelines
  • Not eligible for Medicare
  • Not enrolled in any other group or individual health insurance plan
  • Must be covered under a HDHP

Resources to download

HSA Brochure

Eligible Medical Expenses

2009 HSA Eligibility and Contribution Worksheet

2009 HSA Guide

Top 20 Reasons To Have an HSA

Group HSA Enrollment

The free Adobe Reader is required to download the forms.
Click on the form name to download.

For more information on Health Savings Accounts, go to our Forms page.
 


Safe Harbor Benefits, Inc.
1321 W. Randol Mill Rd., Ste. 100 • Arlington, TX 76012
817-226-3372 • Fax 817-277-4577

Map of 1321 W Randol Mill Rd, Arlington, TX 76012-3159

Securities offered through InterSecurities, Inc.

© Copyright 2002-2008. Safe Harbor Benefits, Inc. All rights reserved.

CH Web Design | Legal Disclaimer