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New Account Verification

In order to make your account fully functional, we need to verify your identity in order to comply with the USA PATRIOT Act. Please provide the following:

  • Photocopy of a valid photo identification card showing residence (driver's license, passport, state or government-issued photoID).

  • Photocopy of your Social Security card or W2.

  • If your photo identification card does not list your current address, send a photocopy of a utility bill with your name and current address.

Personal Information We are required by the USA Patriot Act to verify your identity before opening an HSA We are required by the USA Patriot Act to verify your identity before opening an HSA

Physical Address U.S. addresses required to open an HSA. If you have a P.O. box, please add it as your mailing address. U.S. addresses required to open an HSA. If you have a P.O. box, please add it as your mailing address.

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New Account Verification



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New Account Verification



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