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Savings Rates*

Account Rate
$0.00 – $499.99 0.00%
$500 – $2,499.99 0.15%
$2,500 – $4,999.99 0.25%
$5,000 – $14,999.99 0.35%
>$15,000 0.50%

Resources

HSA Today

Fee Schedule*

Disbursements (Normal & Excess Contributions)

Paper Disbursement

$1.50

Contributions 

Minimum Opening Deposit

None1

Other

Account Close

$25

Paper Statements (Monthly)

$2

NFS Deposit/Withdrawal

$15

Reporting

1099 or 5498 Reprint

$5

Corrected 1099 or 5498

$25

See the entire fee schedule in this Fees Document (pdf).

*As of 1/1/2011. Subject to change. Contact your Plan Service Provider for a comprehensive fee schedule.

1Once the account balance reaches $25, a $25 minimum balance must be maintained as long as the account is open.

Note: Additional fees will apply for mutual fund investments.


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