HEALTH SAVINGS ACCOUNT AGREEMENT & DISCLOSURE STATEMENTAugust 25th, 2022
FiledAugust 25th, 2022This 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 STATEMENTAugust 11th, 2021
FiledAugust 11th, 2021This 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 STATEMENTOctober 28th, 2019
FiledOctober 28th, 2019This 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.