Common Contracts
1 similar Custodial Account Agreement contracts
Custodial Account Agreement (Under section 223(a) of the Internal Revenue Code)Custodial Account Agreement • September 26th, 2014 • Colorado
The Account Owner named on the HSA Application is establishing this Health Savings Account (HSA) exclusively for the purpose of paying or reimbursing Qualified Medical Expenses of the Account Owner, his or her spouse, and tax dependents. The Account Owner represents that unless this account is used solely to make rollover contributions, he or she is eligible to contribute to this HSA; specifically, that he or she: (1) is (or will be as of the effective date of this Agreement) covered under a High Deductible Health Plan (HDHP); (2) is not also covered by any other health plan that is not an HDHP (with certain exceptions for plans providing preventive care and limited types of permitted insurance and
