What is needed for a Death Distribution?

If a beneficiary is on the HSA, we will need the HSA Death Distribution Form to be completed and returned to us with a copy of the death certificate.
If a beneficiary was not listed on the account, we will need a completed HSA Death Distribution Form, a copy of the death certificate, and one of the following:

  • Letters Testamentary for Estate
  • Small Estate Affidavit
  • Affidavit of No Administration

If a death distribution does not have the necessary paperwork, we will reach out to the submitter via letter or phone to request additional documentation.