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

• 2010 HSA Packet for Employees, Individuals, and Families
  Information, Documentation, and Worksheet
   
• 2010 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
  (2009 Tax Year)

Bank Forms for Business and Employers

• 2010 HSA Packet for Employers
  Information, Documentation, and Worksheet
   
• 2010 HSA Worksheet
   
• e-Banking Business Application and Agreement
   
• HSA Contribution Direct Deposit Form
   
• Last Year's HSA Packet for Employers
  (2009 Tax Year)

Bank Informational Materials

• Community Bank HSA Questions & Answers
  January 2009
   
• HSA: Things Learned

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Community Bank of San Joaquin is participating in the FDIC's Transaction Account Guarantee Program. Under that program, through June 30, 2010, all noninterest-bearing transaction accounts are fully guaranteed by the FDIC for the entire amount in the account.

Noninterest-bearing checking accounts include Demand Deposit Accounts (DDAs) and any transaction account that has unlimited withdrawals and that cannot earn interest. Also included are low-interest NOW accounts (NOW accounts that cannot earn more than 0.5% interest) and Attorney-Client Trust accounts, also known as Interest On Lawyers Trust Accounts (IOLTAs).

Coverage under the Transaction Account Guarantee Program is in addition to and separate from the coverage available under the FDIC's general deposit insurance rules.

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