Health Savings Accounts - Annual Review of the 'Do's and Don'ts'
Customer Service, Deposit, Deposit Accounts, IRAs, Teller
HSAs are celebrating their 20th anniversary this year and we still have many questions on the responsibilities of the customers versus the bank. Some HSA custodians and trustees take on a role of the "HSA Police" in monitoring transactions and purchases. We sometimes have to draw a line to make sure we are not overstepping our boundaries and mixing it up with the customer's duties.