This notice emphasizes the importance of protecting customer personal information by collecting, maintaining, and utilizing it responsibly. It outlines the types of information collected, how it’s used, shared, and retained securely while assuring customers that their data remains confidential even after terminating the relationship. Accuracy and correction processes are also detailed.
This document provides guidance on signing up for a Health Savings Account (HSA), which allows for tax-free savings for medical expenses. It includes a form to open the account, detailing personal information required and options for a debit card. DataPath assists with account setup and management.
The IRS has approved DataPath Financial Services, Inc. as a nonbank trustee for Health Savings Accounts (HSAs), allowing it to manage these accounts. This recognition underscores DFS’s compliance with regulatory standards. However, it must adhere to guidelines to maintain approval, with no endorsement of specific investments from the IRS.
This document outlines how a Health Savings Account (HSA) earns interest and the associated services and fees. Interest varies with the account balance, while some services are free. Fees apply to certain transactions and may fluctuate. The account is FDIC insured, but investments aren’t. Contact DataPath Financial Services for more information.
This document outlines the Health Savings Account (HSA) rules, detailing account ownership, deposit and withdrawal procedures, and error reporting. It indicates that DFS may charge fees and change rules, with notifications provided. The aim is to ensure clarity and protection for both account holders and DFS.
This document details the use of your Mastercard® Debit Card linked to Health Savings Accounts or similar plans, enabling direct payment for authorized expenses without reimbursement requests. It outlines card usage rules, consequences for non-compliance, reporting issues, and spending limits, while providing guidance for assistance and account management.
This document outlines the fundamental rules governing Health Savings Accounts (HSAs), which are tax-free savings accounts for qualified medical expenses. Eligibility requires enrollment in a High Deductible Health Plan. It details contribution limits, qualified expenses, penalties for improper use, the impact of death on the account, and tax reporting responsibilities.
This document outlines the official rules governing the management of Health Savings Accounts (HSAs) by DataPath Financial Services. It details the custodian’s responsibilities, account holder obligations, usage of the HSA debit card, investment options, fee structures, dispute resolution, account modifications, and privacy protections.
This document outlines mutual fund investment options available through Health Savings Accounts (HSA) once a minimum balance is achieved. It details each fund’s type, historical performance, and expense ratios, alongside model portfolios catering to varying risk levels. Important notes emphasize the lack of guaranteed returns and that DataPath Financial Services does not provide personal investment advice.