HSA Eligibility for Enrollment

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To be eligible to enroll, you must meet the following requirements:
  • You must be covered by a High Deductible Health Plan (or will be)
  • You must not be covered by another health plan nor Medicare Part A or B
  • You cannot be claimed as a dependent on another person's insurance policy or tax return
  • Your insurance deductible amount meets the minimum IRS requirements for a High Deductible Health Plan.
If you do not meet one or more of the above requirements, then you are not eligible to enroll in an HSA.