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Business Level 3 Unit 9 M1

Satisfactory Essays

IMPORTANT: Scan the completed form as soon as possible after completing the update. Other departments may need to view the scanned form before processing the update on their system.
IRA/ESA/HSA Accounts
If the member currently has, or has had an IRA, ESA, or HSA account with us within the past two years (even if the account is currently closed), you MUST send a ticket to the Accounting Department when performing an address update! The member’s contact information must be updated with Ascensus to ensure statements, disclosures, and tax documents are delivered to the correct address. Be sure to include the Ticket# on the bottom of the Address Change Form.
This includes the following accounts:
HSA
Share Type: 14
ID: S014
IRA
Share Type: 41-44

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