Common Contracts

1 similar Health Savings Account Custodial Agreement contracts

Health Savings Account Custodial Agreement
Health Savings Account Custodial Agreement • December 13th, 2023

This Health Savings Account Custodial Agreement (“Agreement”) sets forth the terms and conditions that govern your Health Savings Account (“Account” or “HSA”) with DataPath Financial Services. Throughout this Agreement, the words “Custodian,” “DFS,” “we,” “us,” or “our” means DataPath Financial Services, Inc., its successors and assigns and “you,” “your,” or “yours” means the named account owner of the HSA, any spouse beneficiary upon the death of the HSA owner, or any third- party authorized or appointed to access and use the HSA. The terms of this Agreement shall be binding upon you and the Custodian.

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