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At BMO Harris, you can use your BMO Harris Bank HSA Debit Master Card®, BMO Harris Online BankingSM or pay by check. Examples of Qualified For a list of items that are generally qualified medical expenses, review the Publication 502-List of Qualified Expenses available from the IRS. BMO Harris Bank N.A. does
For current interest rates, ask your BMO Harris Banker for a current Interest Rate Sheet or call 1-888-340-2265. each Non-BMO Harris ATM Transaction. The ATM operator or network may also charge you a surcharge fee for a transaction or balance inquiry. Stop payment fee BMO Harris Health Savings Account® (HSA).
Are you eligible? To be eligible for the BMO Harris HSA, you must meet all of the requirements. The chart below will help you determine your eligibility. You may also confirm with your benefits administrator, or visit www.irs.gov and review IRS Publication 969. HSA eligibility requirements. You are covered under a qualified
contribution of $2,500. HSA Eligibility. • Who is eligible for an HSA? To be an eligible individual and qualify for an HSA, the IRS has indicated you must meet the following requirements: • You must be covered You can withdraw funds from your HSA by using your BMO Harris Bank HSA debit card, at a. BMO Harris branch
To be eligible for an HSA account, you must be enrolled in a qualified HDHP and meet the IRS eligibility requirements. Call 888-340-2265 for details about a BMO Harris HSA.
If the beneficiary is your spouse, ownership of your BMO Harris HSA is automatically transferred at the time of your death and he/she is subject to federal income tax only if the distributions from the HSA are not used for qualified medical expenses.
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BMO Benefit Services is a part of BMO Global Asset Management and a division of the BMO Harris Bank N.A., offering products and services through various affiliates of BMO Those products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations.
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