Health Savings Account (H.S.A.)

It’s a tax-friendly account set up with a qualified financial institution for the purpose of:

• Saving for future medical expenses
• Paying qualified medical expenses with before-tax dollars

In order to Enroll into a H.S.A. Account

• You must be enrolled in a High Deductible Health Plan
• You may not have other health coverage (some exceptions)
• You may not be enrolled in Medicare
• You may not be claimed as a dependent on someone else’s tax return