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Free HSA program

Since January of 2004 HSA Trustee Service has been providing Health Savings Accounts with no monthly or annual fees.

For the 2010 season we are announcing our "HSA Stimulus Program"  dropping our set up fee, allowing employers and individuals to put a little extra for their HSA.

  • No Set-up Fee
  • No Monthly Fee
  • No Annual Fee

HSA Services:
Online Banking with Bill Payment  - Free
Debit Card Purchases & Payments - Free
Cashiers Check Disbursement1 - $5.00 per check
Duplicate Tax Form (5498-SA or 1099-SA) - $5.00 per form
Tax Form Correction (5498-SA or 1099-SA) - $25.00 per correction

 
HSA Checking account:
Monthly Account Fee - Free
Electronic e-Statement - Free
Paper Statement - $1.50 per month

 

1 This fee can be avoided by either paying bills using a debit card, or by issuing checks through the free online bill pay service available in online banking.

 

HSA Tip: You need to open your HSA as soon as possible after purchasing a High Deductible Health Plan, as you can only reimburse yourself for qualified medical expenses incurred after you have set up your HSA, not as of the date you purchased your HDHP.

 

All we do is set-up Health Savings Account plans for individuals and groups. No matter which qualified insurance plan you have, your Health Savings Account will remain independent, secure and FDIC insured, saving you money that you can use for real health care expenses.

 

If you chose to upgrade to an HSA with investment options their is a $3.50 monthly fee.

 

Please give us a call with any questions you may have.

 

866-HSA-2010 or 262-248-9820  or email hsainfo@hsatrusteeservices.com

 

 

Try our NEW StreetWise HSA Educational Tool Basic Version Enter HSA TS to get started.

Streetwise HSA - Employee Healthcare Education

 

 

Feature HSA Checking Account Certificates of Deposit
Set-up Fees None None
Minimum Balance Requirements None $1,000.00
Monthly Fees None None
Check Writing Privileges Yes1  No
Visa Check Card Free None
Online Banking Free Free
Online Bill Pay Free None
Electronic Statements Free None
Interest Paid Yes; View Current Rates  Yes; 
Investment Options Yes with HSA Investment Account $3.50 per month
Minimum Deposit Required None $1,000.00
Minimum Investment Amount Not Applicable Not Applicable
FDIC Insured Yes Yes

Keeping the $avings in your HSA

HSA Trustee Services
W2888 Krueger Rd Ste A
PO Box 1088
Lake Geneva, WI 53147

262-248-9820
866-HSA-2010
Fax 282-348-1304

Information on this website is provided by HSA Trustee Services. 
Copyright 2004-2010 by HSA Trustee Services


 

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