Andigo Credit Union
health savings account application
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 and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
You can open a
Andigo Credit Union
account anytime, anywhere. It’s simple, secure and takes just minutes. Easy, breezy.
Note: you shouldn’t apply for an account in a shared environment, such as a library. You never know who could be creeping.
Here's what you will need:
- You must be covered under a high deductible health plan (HDHP) the first day of this month.
- You can only have health coverage as permitted by the IRS.
- You cannot be claimed as a dependent on any tax return.
- The 2020 HSA contribution limits are $3,550 for Single-coverage and $7,100 for Family-coverage.
- The routing number and your account number if funding your new accounts by electronic transfer from another financial institution.
- Card number, expiration date, and CVV code if funding your new accounts with a debit or credit card.
- Your US Social Security number / individual taxpayer identification number.
- Government issued identification (driver's license, state ID, or passport).
- If another person will be an authorized signer on your accounts, they must enter and validate their personal information.
- Your current home address and previous address if you have lived at your current address less than two years. You may need to provide additional documentation (a rental agreement, utility bill, etc.) if your current address is different than the address listed on your ID.
Click here to see what info you'll need to continue
- You must be covered under a high deductible health plan (HDHP) the first day of this month.
- You can only have health coverage as permitted by the IRS.
- You cannot be claimed as a dependent on any tax return.
- The 2017 HSA contribution limits are $3,400 for Single-coverage and $6,750 for Family-coverage.
- If funding your new accounts by electronic transfer from another financial institution, you’ll need their routing number and your account number.
- If funding with a debit or credit card, you’ll need the card number, expiration date, and CVV code.
- You will need SSN's and Government issued identification information for all applicants.
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