Common use of Return of Incorrect Distribution Clause in Contracts

Return of Incorrect Distribution. You must submit requests for the return of an incorrect distribution to us on the forms we specify before we can process such requests. We will not accept a return of a distribution made from an account at another institution or from an account closed after the distribution. Employer Adjustments. You agree that the employer who deposited funds to your Account on your behalf (whether such funds are those of the employer itself or redirected payroll funds of yours) may debit your Account to correct errors in such deposits. Administration Fees. We may occasionally engage service providers to perform various services to assist in servicing your Account. In such instances, we and the service provider, a company independent from us, work together to make HSAs available to you and other account holders; in doing so we and the service provider perform various services for each other for which each pays the other a fee. State Abandoned and Unclaimed Property Laws. We will transfer funds in your Account to the state of your last address if no activity occurs in the account within the period specified by that state’s law. Communication and Service: If we need to contact you to service your Account, you authorize us (and our affiliates, agents, and service providers) to contact you at any number you provide, from which you call us, or at which we believe we may reach you. We may contact you in any way, such as calling or texting. We may contact you using an automated dialer or prerecorded messages. We may contact you on a mobile, wireless or similar device even when charges may apply. We may monitor and record any calls between you and us. We may also email you at email address(es) you provide to us.

Return of Incorrect Distribution. You must submit requests for the return of an incorrect distribution to us on the forms we specify before we can process such requests. We will not accept a return of a distribution made from an account at another institution or from an account closed after the distribution. Employer Adjustments. You agree that the employer who deposited funds to your Account on your behalf (whether such funds are those of the employer itself or redirected payroll funds of yours) may debit your Account to correct errors in such deposits. Administration Fees. We may occasionally engage service providers to perform various services to assist in servicing your Account. In such instances, we and the service provider, a company independent from us, work together to make HSAs available to you and other account holders; in doing so we and the service provider perform various services for each other for which each pays the other a fee. State Abandoned and Unclaimed Property Laws. We will transfer funds in your Account to the state of your last address of record if no activity occurs in the account within the period specified by that state’s law. Communication and Service: If we need to contact you to service your Account, you authorize us (and our affiliates, agents, and service providers) to contact you at any number you provide, from which you call us, or at which we believe we may reach you. We may contact you in any way, such as calling or texting. We may contact you using an automated dialer or prerecorded messages. We may contact you on a mobile, wireless or similar device even when charges may apply. We may monitor and record any calls between you and us. We may also email you at email address(es) you provide to us.