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Health Savings Account Checklist

 
Singing up for a Health Savings Account is as easy as 1,2,3... Call 1-800-228-6381 to have a starting packet mailed to you. then...

    1.  Read the Trust Agreement and accept the terms
    2.  Complete the HSA application form
    3.  Make a check payable to First Bank & Trust for the Setup Fee of $25.00 and your initial deposit
         ($50.00 minimum)
    4.  Attach photocopy of valid driver’s license to application

You can expect your welcome packet and Visa Debit Card in approximately 2 weeks after we receive the required forms.

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