To Your Health Savings Account Provider
It is easy to open your Health Savings Account (HSA) at BMI Federal Credit Union. We are here to walk you through the process. Follow the steps below, and if you have questions, visit our Frequently Asked Questions page.
Setting Up Your New Health Savings Account with BMI FCU is Easy!
You can open your account online or at a branch. Opening your new accounts can be completed online with our simple application, available anywhere you have internet access. Please prepare for the following:
- About 10 to 15 minutes to complete the process
- A secure WiFi connection (public WiFi connections are not secure, even on private devices - we recommend a private WiFi connection for all financial activity)
- A driver's license or valid form of government ID
- Your Social Security Number
1. Open Your Account Online
Open your account online by clicking the button below and follow the prompts if you are not a member of BMI Federal Credit Union.
Already a BMI Federal Credit Union Member?
If you have an existing account with BMI Federal Credit Union, you can easily add an HSA to your membership. You can also transfer any existing HSA funds, or request additional debit cards for authorized users.
2. Transfer your Existing HSA to your new BMI Federal Credit Union HSA
If you have an existing HSA, you can transfer those funds to your new BMI Federal Credit Union HSA. Fill out the HSA Transfer Request Form, and submit it to the financial institution of your existing HSA to authorize transfer of funds.
3. Get an Additional HSA Debit Card
To request additional cards for authorized users, the primary card holder must complete the HSA Visa Debit Card Authorization form, for Family Plan HSA accounts only. You will need the SSN and the signature for the new/added authorized user. Please bring the completed form to a branch, or send it through our Secure Message Center.
Learn More About Your HSA
Read about eligibility, contributions, distributions and more in our full brochure. For the full publication of guidelines and benefits for HSAs, visit www.irs.gov.
To Find a Branch Near You
Visit us at any of our five branches in Dublin, Westerville, or Columbus. You also have access to the second largest Shared Branching Network with nearly 30,000 surcharge-free ATMs and over 5,600 shared credit union branches.