HSA Administrator |

Chase HSA
|
|
Interest
(APY)
|
0.50% -
Rate as of 2/2010 - Subject to change
|
FDIC Insured
(Funds in Interest-bearing Account) |
Yes |
Securities Investment Options
(Brokerage Account) |
| Options: |
Choose from a wide range of no-load mutual funds. |
| Threshold: |
Invest in mutual funds when your cash balance reaches $2,000. Once the
investment account is opened, no minimum amount required. |
|
| Fees |
| Set Up Fee: |
$0 |
| Monthly Maintenance Fee: |
$2.50 |
| Closing Fee: |
$0 |
| Brokerage Account Fee: |
$2.50 monthly |
| Investment Transaction: |
$0.00 for online trading; $10 for trades by phone |
| Checks: |
$10.65 per checkbook (25 checks) |
| Debit Cards: |
Replacement Cards: $2.50 for each additional card; no charge for first
two debit cards. |
| Other Fees: |
See fee schedule in enrollment documents |
|
| Auto Reimbursement |
Use your debit card for reimbursement at the ATM or create a bank transfer from your
HSA. |
| Balance Requirements |
$20 account opening minimum |
| Statements/Reporting |
Monthly online statements (optional paper statements for a fee). Investment account
quarterly statements. Tax reporting statements send annually. |
This information is for illustration purposes only and was valid as of 2/18/2010. Please contact the Chase
HSA plan administrator directly for current details as they do change frequently.
|