As the named HSA account holder, you can designate or update the beneficiary for your Benepass HSA at any time. This ensures your funds are distributed according to your wishes.
Note: Benepass is not able to provide guidance on the tax implications of beneficiary designations. If you have questions about how this may impact you or your beneficiary, we recommend consulting a tax professional.
How to Complete the Beneficiary Form
Access the digital form using the link provided.
Follow the prompts to complete your submission.
Make sure all fields are filled out before submitting.
What to expect next
Once submitted, we’ll securely store the beneficiary information provided in the form.
Need to Make a Change?
Simply submit a new form using the same link- your latest submission will replace any previous one.
Need Help?
If you have questions, or if you are not the account holder and need assistance, please reach out to our Support team.