Rates & Fees

Monthly bank account fee
(Waived on balances of $3,000 or more for the entire month)

$2.25

Note: Set-up and/or Monthly fees may vary or be paid by a third party.

Services Included in Monthly Fee

Initial debit card at account opening (up to 2)

Debit card point-of-sale purchase via signature

Unlimited check transactions

Contribution processing

Monthly e-statements/Quarterly paper statements

Tax reporting (year-end status, 1099-SA and 5498-SA)

Online account access

Bankline (800-565-3512) balance, transactions inquiries, etc

Four-year renewal per debit card

Included

Specialty Services (charged per occurrence)

Fifty HSA checks (including ten deposit tickets)

Monthly paper statements (per month)

Replacement of lost debit card (per card)

Termination of debit card access

Per PIN withdrawal (ATM or point-of-sale)

Overdraft/NSF per item drafted against HSA

Process manual withdrawal request

Request copy of check, statement, or tax documents (Available online at no charge)

Close account fee

Excess contribution distribution

Deposited item returned unpaid to us

Wire transfer sent or received

Stop payment requests per item

Request additional copy of debit card transaction merchant receipt

Corrected IRS filing fee (non-bank error)

$7.95

$0.75

$12.00

$12.00

$2.00

$30.00

$10.00

$4.00

$25.00

$25.00

$25.00

$25.00

$25.00

$25.00

$25.00

*Account fees may reduce earnings.

Note: If your HSA balance falls below $3,000 as a result of a transfer to an investment account, you may incur monthly maintenance fees.