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Home > Personal Banking > Health Savings Account > Open Your Health Savings Account
  • Open Your Health Savings Account

    Opening a Health Savings Account is as easy as 1-2-3...

    What You'll Need to Open Your Health Savings Account (HSA)


    • Social Security Number
    • Driver's License or State ID.  If you have another type of ID, you will need to apply in person.
    • Your contact information including an email address
    • Your employer


    Adding a signer allows you, the owner of the account to designate a person(s) to have signing authority only.  A signer does not have ownership of the funds.  Signers may only sign for the account until the owner's death or recission of signatory rights.  We will ask for the same information for the signer as we do for the applicant.


    • You must enter at least one beneficiary
    • Legal name
    • Date of birth
    • Social Security Number

    Transfer Form if You Currently Have an HSA
    If you have been contributing to an HSA at another financial institution, we can automatically transfer it to your new HSA hassle free. Once we have officially opened your new HSA, we will conduct the transfer on your behalf.


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