Documents

The Internal Revenue Service (IRS) has officially approved DataPath Financial Services, Inc. to act as a nonbank trustee or custodian for Health Savings Accounts (HSAs). This means DFS is allowed to help people open and manage HSA accounts, even though it’s not a bank. The IRS reviewed DFS’s application and confirmed that it meets all the rules needed to safely and properly handle these accounts. This approval is important because it shows that DFS is

This document tells you how your Health Savings Account (HSA) earns interest and what services and fees come with it. The amount of interest you earn depends on how much money is in your account. It also explains that some services—like online access, monthly statements, and tax forms—are free. The second part of the document lists extra fees you might have to pay for services such as mailing a paper statement, reissuing a debit card,

This document explains the rules for how your Health Savings Account (HSA) works. It covers things like who owns the account (you do), how deposits and withdrawals are handled, and what happens if there are mistakes or problems. It also says that DFS can charge fees for certain services and can change the rules in the future, but they’ll let you know if they do. It also talks about things like how electronic payments (like

This document explains how to use your Mastercard® Debit Card that’s linked to your Health Savings Account (HSA) or other benefit plans like Flexible Spending or Dependent Care accounts. The card lets you pay for approved medical or benefit-related expenses directly, without needing to submit a reimbursement request first. You agree to follow the rules in this agreement when you activate or use the card, including only using it for qualified expenses and keeping receipts

This document explains the basic rules for how a Health Savings Account (HSA) works. An HSA is a special savings account that helps you save money for medical expenses – and the money you put in, grow, and use for qualified healthcare costs is tax-free. To open an HSA, you need to be enrolled in a High Deductible Health Plan (HDHP) and meet other eligibility rules, like not being on Medicare or claimed as someone

This document explains the official rules for how your Health Savings Account (HSA) is managed by DataPath Financial Services. It covers what the company (called the “custodian”) is allowed to do – like holding your money, keeping records, and making payments when you request them. It also explains your responsibilities, like making sure you’re eligible for an HSA, keeping track of your contributions and expenses, and following tax rules. The agreement also talks about things

This document shows the different mutual funds you can invest in through your Health Savings Account (HSA) once you meet a minimum balance. It lists each fund’s name, type (like large-cap, small-cap, or international), past performance over 1, 5, and 10 years, and the expense ratio (which is the annual cost of investing in that fund). These funds are available for self-directed investing, meaning you choose where to put your money based on your goals

This disclosure explains how your Health Savings Account works, including how interest is earned and what fees may apply. Your account earns interest based on your balance, with higher balances qualifying for better rates. Some services, such as online account access and electronic statements, are included at no cost, while others – like investment options, wire transfers, and account closure – may incur fees. These fees can change, and some may be covered by your