Skip to content
BOL Conferences
Thread Options
#2239174 - 07/07/20 04:00 PM Unclaimed Property HSA
Lizz Offline
100 Club
Joined: Aug 2013
Posts: 128
Dunkirk NY
We have many HSA accounts that are now in dormant status - I have in the past wrote to these customer with very little response, Should we be treating these HSA dormant accounts like the IRA accounts? Is there a guideline for HSA Dormant accounts?

Return to Top
Deposits and Payments
#2239182 - 07/07/20 05:14 PM Re: Unclaimed Property HSA Lizz
rlcarey Online
10K Club
rlcarey
Joined: Jul 2001
Posts: 83,396
Galveston, TX
Escheat is a State law issue.
_________________________
The opinions expressed here should not be construed to be those of my employer: PPDocs.com

Return to Top

Moderator:  John Burnett