HSA with Vanguard funds
originally posted: 11/22/2006 reposted: 2/18/2011 This post has not been recently reviewed or revised by the author and may be out of date. If you notice an error or are in doubt, please send a new question by email or ask for an update. Email asktony@tonynovak.com.
Q: I enrolled in my company's HSA plan for 2006 but did not select any investment for the cash deposits. I want to invest in Vanguard funds but the only paperwork I have relates to insurance, not investments. What am I missing?
A: Opening a health savings account is a two step process. You completed the first step when you enrolled in your employer's high deductible health plan that meets HSA requirements. The second step is to open a HSA savings or investment account where you and your employer can make deposits. The HSA account application for investing in Vanguard funds can be downloaded from www.healthsavingsaccount-hsa.com. If your employer will be making the contributions, make sure they know the account number and address of the newly opened account.
Summary
More resources:
http://www.healthsavingsacount-hsa.com HSA application for Vanguard Funds list of Vanguard mutual funds for Health Savings Accounts