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Eligibility

To be eligible to open an HSA, you must meet the following requirements:

  • Must be covered under a qualified high-deductible health plan (HDHP)

  • Cannot be enrolled in Medicare

  • Cannot be claimed as a dependent on someone else's tax return

  • Cannot be covered under another health plan that is not HSA-qualified (with some exceptions, including vision coverage, dental coverage, accident and disability coverage, and employee assistance programs)

 

 

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