Color Block

Text

Adding a beneficiary to your HSA or MSA

Sign in to your account to ensure you've selected a beneficiary for your health savings account (HSA) or Medicare Advantage Medical Savings Account (MSA).

Text
Text
Text
Sign in
Text

Naming your beneficiary

Take a minute to ensure your HSA or MSA information is current and that you have a beneficiary selected. A beneficiary can be one or more individuals (i.e., spouse, children, relatives, friends).

Horizontal Rule
Text

Why it matters

If you do not assign a beneficiary, your HSA or MSA funds will default to your legal surviving spouse, if you have one, or to your estate. If your funds are left to your estate, it may face heavier taxation. For those reasons, it’s important to keep your beneficiary information up to date. 

Horizontal Rule
Text

Add a beneficiary today

Icon Picker V2
Text

Step 1

Sign in to your online account. Select the arrow next to your account name and click on Settings & preferences.

Icon Picker V2
Benificiary information
Text

Step 2

Select Beneficiaries from the Account settings and preferences menu.

Icon Picker V2
submit icon
Text

Step 3

If you haven't selected a primary beneficiary yet, click on the Add primary beneficiaries button and follow the prompts to add a beneficiary.