Money Matters
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PSA: HSA beneficiary designations

edited October 2015 in Money Matters

I logged into DH's HSA. And, then I read through the list of unread e-messages from the HSA company. One of them was a reminder to set up a beneficiary designation. I'm not sure why, but this totally slipped my mind! So I did it tonight.

Anyway, be sure you check your HSA and make your beneficiary designation(s).

Re: PSA: HSA beneficiary designations

  • Good reminder!

    I'll go one step further and say, remember every once in awhile to review your beneficiaries and who the signers/owners are on all types of bank, retirement, and investment accounts!

  • Good reminder!

    I'll go one step further and say, remember every once in awhile to review your beneficiaries and who the signers/owners are on all types of bank, retirement, and investment accounts!

    Lol...omg...I just realized I think I have my sister as my beneficiary for some that stuff instead of my H.  Who I married over two years ago.  Thanks for the reminder to you both!
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