Can I add a beneficiary?

Yes. A beneficiary is the person, or people you choose to inherit your money in the HSA Bank ESA. Follow these steps to add a beneficiary:

1. Log in to your HSA Bank ESA
2. Click your name or the Profile Icon at the top right corner
3. Click on Account
4. Scroll down to Beneficiaries
5. Click the Manage Beneficiaries button then the Add Beneficiaries button
6. Input all required beneficiary information
7. Click Save Beneficiary

You can add up to five (5) beneficiaries to your account. If you add multiple beneficiaries, each will receive an equal share.

Note: If you are married and reside in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA, WI), you can designate only your spouse as the beneficiary.