IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT:
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth (for individuals), and other information that will allow us to identify you. We may also ask to see your driver's license (for individuals) or other identifying documents.
Please supply all of the requested information in our secure application to ensure that the processing time of your application will not be delayed. All applicants must be a U.S. resident and at least 18 years of age.
Before you begin, you will need the following materials:
- Social Security Number
- Driver's License or State ID
- Income Information
- Information about your debts and bank accounts
You will need to specify the type of HSA you wish to open, whether individual or family. There are different deductibility requirements for each and also different maximum amounts you may contribute annually. If you are uncertain, please review the IRS information and review your options.
Applications are subject to approval. Such approval may entail the Bank to access your credit bureau report in order to review your credit history as well as your previous banking relationships.
If you prefer to speak to a Customer Service Representative for assistance with the application, please call us at one of our offices:
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