HSAs
This account is called a savings but is really a checking account.
What is Health Savings Account?
This type of account is used for veterans.
What is VA Federal Fiduciary?
The person or people who can act on behalf of the trust.
What is a trustee?
This is the form a foreign person must complete and sign.
What is W8-BEN?
The maximum annual contribution for an individual plan
What is $4400?
This account is used for someone to manage someone else’s social security benefits
What is rep payee?
The owner of the funds in a trust account
The entities which receive interest on IOLTA and IORTA accounts.
What is the VT Bar and VHFA?
The age when you can contribute an extra $1000
What is 55?
This type of fiduciary relationship usually applies to all of the ward’s accounts
These two terms both mean the person who creates the trust.
What is grantor and settlor?
These are the two required documents to open an estate account.
What are the death certificate and court appointment of fiduciary?
The main factor in determining if you’re eligible for an HSA
What is having a high deductible health plan (HDHP)?
This is the entity that issues rep payee appointments.
What is the Social Security Administration?
This type of trust can be changed after its initial creation by the creator(s).
What is revocable?
This is the business or organization that allows a boy scout troop to report to their TIN.
What is the sponsor?
The minimum opening deposit for an HSA
What is $0?
This is the entity that appoints guardianships.
What is probate court?
This is how a trust files taxes.
What is either an EIN or the SSN of the grantor(s)?
This is the document used as ID for a political campaign.
What is the Consent of Candidate?