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#2253437 - 05/04/21 05:18 PM HSAs
Anonymous
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Does an acquiring bank have to provide certain disclosures to HSA customers of the acquired bank at time of acquisition?

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#2253440 - 05/04/21 05:34 PM Re: HSAs Anonymous
rlcarey Online
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rlcarey
Joined: Jul 2001
Posts: 83,356
Galveston, TX
What does the current HSA agreement say about transfers to another custodian? Other than that, I am not sure what disclosure would be necessary. You would just start servicing the HSA as the new custodian under the current custodial agreement.
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#2253448 - 05/04/21 06:31 PM Re: HSAs rlcarey
Anonymous
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Thanks - certainly a good idea to look at existing agreement.

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