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Withdrawals

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HSA 101: Paying for Eligible Expenses
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Frequently asked questions

Click here to view examples of qualified medical expenses. For a comprehensive list, see IRS publication 502 and IRS Publication 969.

Yes, but funds used for non-qualified medical expenses must be reported on your annual income taxes and are subject to income tax and a 20% penalty. The 20% penalty doesn’t apply to withdrawals made after you’ve reached age 65 or after your disability or death.

There is no deadline for submitting claims for reimbursement from an HSA. In the event of an IRS audit, you will be required to produce receipts for any medical expenses for the amounts that have been reimbursed from your HSA.

Yes. In additional to paying your own expenses, you may use your HSA to pay your spouse’s and/or child(ren)’s qualified expenses, regardless of their insurance coverage. For additional information regarding domestic partnerships, divorce, etc., see IRS publication 969.

You may withdraw funds online, via your debit card or by mail or fax.

  • To withdraw funds online, log into your account and/or watch our “how to” video. After logging in, go to SERVICES > WITHDRAWAL/REIMBURSE, enter the amount to withdraw and how you would like to receive the funds, then click Submit.
  • To withdraw funds via your debit card, simply visit any ATM. For your security, there’s a $500 daily limit on ATM withdrawals. Funds are deducted from your cash account. Please note that your debit card cannot access your investment account; however, you can move funds between your investment account and cash account online.
  • To withdraw funds by mail or fax, download, complete and submit our Withdrawal Form. Please allow up to two weeks processing your request.