Health Savings Account with Health Equity

To make tax free deposits to a Health Savings Account, the IRS requires that you:
- Are you covered under a high deductible health plan
- Are not covered under Medicare
- Do not have a Flexible Savings Account unless it is a limited purpose FSA
- If you have a HRA (VEBA) that is a limited account
-Not enrolled in TRICARE
-Cannot be claimed as a dependent on someone else's tax return

2025
-Maximum limit $4300.00 Individual
-Maximum limit $8550.00 Family
It is the employees responsibility to make sure that with employee and employer contribution do not exceed the maximum amount allowed.
-If you're 55 or older, you can contribute an extra $1,000 to your HSA each year. 

HSA beneficiary.pdf

hsa-deduction-authorization-2025.pdf

Transfer_Request_Form.pdf