Quickstart Guide
Step 1:
Determine if you qualify for a federal tax-deferred
HSA.
Amana Mutual Funds Trust and Saturna Capital do
not "qualify" HSA account holders. Consult
a qualified insurance professional in regard to
insurance questions. Contact your local tax professional
or accountant for information regarding state HSA
legislation.
Step 2:
Complete the Saturna HSA Application.
This application can be found by downloading our brochure in PDF format, or we'll be happy to mail it to you.
Step 3:
Complete IRS Form 5305-B
This form "creates" the HSA. Available for download or in the HSA brochure.
Step 4: Return the application, Form 5305-B and your opening contribution check (minimum of $100).
Mail all
materials to:
Amana Mutual Funds
Attn: HSA
P.O. Box N
Bellingham, WA 98227
