Health Savings Account Fee Schedule
Use this form with the Application to open a Health Savings Account.
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FREQUENTLY ASKED QUESTIONS
What is the cost to open a Health Savings Account (HSA)?
There is a non-refundable account setup fee of $50.
What is the annual record-keeping fee for my HSA?
The fee is $100 annually per asset and is due upon account funding.
What are the transaction fees?
$40 for any purchase, sale, exchange, payoff or re-registration of any asset or liability.
When am I invoiced each year?
On the anniversary of the account funding date.
Is there a termination fee?
Yes, $50 for a full account termination including a lump-sum distribution or transfer of assets.