Common Contracts

3 similar null contracts

HEALTH SAVINGS ACCOUNT AGREEMENT & DISCLOSURE STATEMENT
August 25th, 2022
  • Filed
    August 25th, 2022

This Health Savings Account Agreement and Disclosure Statement (this “Agreement”) is entered into by and between the account owner (referred to in this Agreement as “you” and “your”) and The Bank of New York Mellon (referred to in this Agreement as “we”, “us”, and “our”). It specifies the terms of the Health Savings Account you are opening with us (your “Account”). Your Account is as an individual custodial account established in accordance with the statutory requirements of Section 223 of the Internal Revenue Code (the “Code”) governing health savings accounts (“HSA”), and we will serve as the custodian for your Account pursuant to this Agreement. Contributions and distributions from your account are subject to applicable Internal Revenue Service regulations and your account agreement with us.

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HEALTH SAVINGS ACCOUNT AGREEMENT & DISCLOSURE STATEMENT
August 11th, 2021
  • Filed
    August 11th, 2021

This Health Savings Account Agreement and Disclosure Statement (this “Agreement”) is entered into by and between the account owner (referred to in this Agreement as “you” and “your”) and The Bank of New York Mellon (referred to in this Agreement as “we”, “us”, and “our”). It specifies the terms of the Health Savings Account you are opening with us (your “Account”). Your Account is as an individual custodial account established in accordance with the statutory requirements of Section 223 of the Internal Revenue Code (the “Code”) governing health savings accounts (“HSA”), and we will serve as the custodian for your Account pursuant to this Agreement. Contributions and distributions from your account are subject to applicable Internal Revenue Service regulations and your account agreement with us.

HEALTH SAVINGS ACCOUNT AGREEMENT & DISCLOSURE STATEMENT
October 28th, 2019
  • Filed
    October 28th, 2019

This Health Savings Account Agreement and Disclosure Statement (this “Agreement”) is entered into by and between the account owner (referred to in this Agreement as “you” and “your”) and The Bank of New York Mellon (referred to in this Agreement as “we”, “us”, and “our”). It specifies the terms of the Health Savings Account you are opening with us (your “Account”). Your Account is as an individual custodial account established in accordance with the statutory requirements of Section 223 of the Internal Revenue Code (the “Code”) governing health savings accounts (“HSA”), and we will serve as the custodian for your Account pursuant to this Agreement. You and your employer can make deposits into and withdrawals from the Account subject to any requirements or limitations that we may specify from time to time.

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