Common Contracts

1 similar Health Savings Custodial Account Agreement contracts

Health Savings Custodial Account Agreement
Health Savings Custodial Account Agreement • July 1st, 2005

This Custodial Agreement (“Agreement”) is made between Trust Administrators, Inc. (“TAI”) and the individual (“account owner”) who signs TAI’s HSA Enrollment Form. Account owner has designated TAI as custodian for their Health Savings Account (“HSA”) under Internal Revenue Code (“Code”) section 223(a). This Agreement is intended to comply with Form 5305-C drafted by the Internal Revenue Service (“IRS”).

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