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HEALTH SAVINGS ACCOUNT OVERVIEW
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About the Health Savings Account
You must be enrolled in an HSA-compatible plan to open a health savings account (HSA) A “checking account” just for qualified health care expenses Use it to pay for expenses now and save for the future—tax free!
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Five key features You own it
You get free money from [Company] each [insert timeframe such as monthly/quarterly/each year/matching] You get triple tax savings on deposits on interest or investment earnings on withdrawals for qualified expenses Pay for qualified expenses with a convenient debit card or through online reimbursement Your unused balance rolls over
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When spending your HSA balance, remember …
Use it only for qualified expenses Or you’ll owe income taxes and a 20% penalty to the IRS! Save your receipts for tax time You’ll need them if you’re audited by the IRS See a list of eligible expenses on the IRS website at
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Absolutely, positively … open your account!
If you don’t, you’ll miss out on free money from [Company] [$XXX] to [$X,XXX] Opening your account is easy! Go to [insert enrollment URL] and follow the instructions [If you allow paper form, indicate that here]
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