Common Contracts
1 similar Investment Option Agreement contracts
Option AgreementInvestment Option Agreement • October 7th, 2014
The Account Owner named in the accompanying Investment Election (“Account Owner”) is making this Investment Election (“Investment Election”) in conjunction with his or her current Investment Health Savings Account (“HSA”) with Everence Federal Credit Union (“Custodian”). The Investment Election permits the Account Owner to select one or more mutual funds in which the Account Owner’s HSA funds are invested (“Investments”). This Agreement is a supplement to the current Health Savings Account Custodial Agreement that the Account Owner has signed and acknowledged at the opening of his or her HSA.
