Template Header

Quickstart Guide

Step 1: Determine if you qualify for a federal tax-deferred HSA.
Saturna Capital does 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:
Saturna Capital
P.O. Box N
Bellingham, WA 98227