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HSA DISTRIBUTIONS
HSA > Individuals & Families > Reimbursements
You have complete control of your HSA funds. Unlike most health insurance and reimbursement plans, there is no need to turn in a claim for processing. No one reviews your receipts
before you can access your money.
There are several different ways to access your money. At the time your account is established with Community Bank of San Joaquin, you choose your preferred method (or methods) of
distribution and we take the steps necessary to set this up for you. The most popular methods preferred by our customers are listed below, along with one-time set up documents that you can
use to authorize your choices.
Automatic Distribution to Companion Checking
Customers that qualify for our Companion Checking account can have money automatically transfer from
the HSA Savings whenever a check or Visa® Check Card transaction is processed.
Manual Distribution to Companion Checking
Customers that qualify for our Companion Checking account can also transfer money
from the HSA Savings manually. This can be done through e-Banking, 24 Hour Telephone Banking, or by contacting any branch in person, by telephone, or by mail. (Please review Distribution and HSA Companion Checking important information.)
Request for Bank Check or Other Distribution from HSA Savings
Customers who do not have a Companion Checking account may request distribution
of funds by contacting any branch in person, by telephone, or by mail.
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