HSA TOOLS AND CALCULATORS

HSA > Tools & Calculators > HSA Downloads from Community Bank

The following HSA related bank documents are available by download for your use.

Bank Forms for Consumers

• 2011 / 2012 HSA Packet for Employees, Individuals, & Families
  Information, Documentation, and Worksheet
   
• 2011 / 2012 HSA Worksheet
   
• HSA Automatic Transfer Authorization
   
• Health Savings Account Distribution Form
   
• HSA Participant and Beneficiary Form
   
• e-Banking Personal Application and Agreement
   
• Last Year's HSA Packet for Employees, Individuals, and Families
  (2010 Tax Year)

Bank Forms for Business and Employers

• 2011 / 2012 HSA Packet for Employers
  Information, Documentation, and Worksheet
   
• 2011 / 2012 HSA Worksheet
   
• e-Banking Business Application and Agreement
   
• HSA Contribution Direct Deposit Form
   
• Last Year's HSA Packet for Employers
  (2010 Tax Year)

Bank Informational Materials

• Using Your Health Savings Account (HSA) in 2011
  (FAQs derived from bank workshop held January 11, 2011)
   
• Community Bank HSA Questions & Answers
  January 2009
   
• HSA: Things Learned

TOP OF PAGE

« Previous Page             Next Page »

NOTICE OF CHANGES IN TEMPORARY FDIC
INSURANCE COVERAGE FOR TRANSACTION ACCOUNTS

All funds in a "noninterest-bearing transaction account" are insured in full by the Federal Deposit Insurance Corporation from December 31, 2010, through December 31, 2012. This temporary unlimited coverage is in addition to, and separate from, the coverage of at least $250,000 available to depositors under the FDIC’s general deposit insurance rules.

The  term "noninterest-bearing transaction account" includes a traditional checking account or demand deposit account on which the insured depository institution pays no interest. It also includes Interest on Lawyers Trust Accounts ("IOLTAs"). It does not include other accounts, such as traditional checking or demand deposit accounts that may earn interest, NOW accounts and money-market deposit accounts.

For more information about temporary FDIC insurance coverage of transaction accounts, visit www.fdic.gov.

Lost or stolen Visa® Check Card, call
(209) 956-7000 Monday-Friday 9am-5pm or
1-800-754-4128 after hours.

For other important telephone numbers, click here.

Community Bank of San Joaquin

Main Office
22 West Yokuts Avenue
Stockton, CA 95207-5715 [map]
209-956-7000
 

Waterloo Office
4426 East Waterloo Road
Stockton, CA 95215-2306 [map]
209-373-4300

Services Available:
Administration, Branch, Loans,
Full-Service Drive-Up, ATM* and
Night Depository*
 

Services Available:
Branch, Loans, ATM* and
Night Depository*
 

Office Hours:
Monday-Thursday 9am-5pm
Friday 9am-6pm
Saturday 9am-1pm
and By Appointment
 

Office Hours:
Monday-Thursday 9am-5pm
Friday 9am-6pm
 

*This service available 24 hours a day.

Member FDIC

Equal Housing Lender