Turning 65 Worksheet


Starting at: $49.00

This worksheet is designed to educate HSA owners reaching age 65 on three key changes to their HSAs: (1) making withdrawals penalty free, (2) paying for health insurance, and (3) losing HSA eligibility.

To see the complete set of HSA Worksheets, click here.

PRICING
Asset size < $250 Million=$49
Asset size $250-500 Million= $75
Asset size Over $500 Million= $99

Worksheets Overview. The HSA worksheet series explains complex HSA issues in plain English. Use the workshseets as educational brochures to hand out to customers, email or post on your web site. Attorney drafted, the worksheets are in compliance with federal HSA laws and regulations. If the law changes, you get the updated worksheet free as part of your license. The benefits to you include:
  1. Save Time. Save time explaining complex HSA issues,
  2. Reduce Training. Reduce training needs for complex HSA issues,
  3. Reduce Liability. Reduce liability for misunderstandings and mistakes.
See Sample Pages:
Page 1
Page 2

Annual License. The HSA worksheets are sold under an annual license agreement that allows you to print copies, post to your website and email for one year. At the end of your term, you will have a renewal option. Annual renewal prices are the same as the first year, subject to inflationary increases. The license allows you to add your logo.

BEST VALUE!
To see the complete set of HSA Worksheets, click here.


Add to Cart:

  • Model: HSA-TURNING65WKSHT
  • Manufactured by: HSA Authority

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This product was added to our catalog on Friday 31 January, 2014.

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