avidiahealth.com Open in urlscan Pro
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Submitted URL: https://marketing.avidiahealth.com/acton/ct/35052/s-012a-2305/Bct/l-0029/l-0029:1f32/ct1_0/1/lu?sid=TV2%3Aii2ahLKqY
Effective URL: https://avidiahealth.com/
Submission: On May 23 via api from US — Scanned from DE

Form analysis 1 forms found in the DOM

<form id="resources-form" class="contactForm">
  <p>I am a(n)</p>
  <div class="radioBtnFlex">
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      <label class="label" for="individual">
        <input type="radio" id="individual" name="iam" value="individual">
        <span class="checkmark"></span> Individual</label>
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    <div class="radioBtnBox">
      <label class="label" for="employer">
        <input type="radio" id="employer" name="iam" value="employer">
        <span class="checkmark"></span> Employer</label>
    </div>
    <div class="radioBtnBox">
      <label class="label" for="broker">
        <input type="radio" id="broker" name="iam" value="broker">
        <span class="checkmark"></span> Broker</label>
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  <label for="inp_name">Your Name:</label>
  <input id="inp_name" type="text" name="name" required="">
  <label for="inp_email">Email:</label>
  <input id="inp_email" type="email" name="email" required="">
  <label for="inp_phone">Phone:</label>
  <input id="inp_phone" type="text" name="phone" required="">
  <p class="form-disclaimer">Please do not include any Non-Public Personal Information (NPPI), or protected health information such as social security numbers, or account numbers in your inquiry. Thank you in advance for your cooperation.</p>
  <button class="greybutton" type="submit" value="Submit" name="Submit">SUBMIT</button>
</form>

Text Content

 * Routing Number: 011375384
 * ONLINE BANKING
   * Login
   * Register
 * ENROLL NOW

 * INDIVIDUALS
 * EMPLOYERS
 * BROKERS
 * ABOUT US
 * RESOURCES
 * CONTACT


 * Routing Number: 011375384
 * INDIVIDUALS
 * EMPLOYERS
 * BROKERS
 * ABOUT US
 * RESOURCES
 * CONTACT
 * ONLINE BANKING
 * ENROLL NOW

X


DO YOU HAVE A GROUP ID NUMBER?

Yes No
X


PLEASE COMPLETE THE FORM BELOW AND AN AVIDIA REPRESENTATIVE WILL CONTACT YOU
SHORTLY.

I am a(n)

Individual
Employer
Broker
Your Name: Email: Phone:

Please do not include any Non-Public Personal Information (NPPI), or protected
health information such as social security numbers, or account numbers in your
inquiry. Thank you in advance for your cooperation.

SUBMIT
X


THANK YOU

--------------------------------------------------------------------------------

for your interest in opening an Avidia Health Savings Account. A representative
will contact you shortly.

X


ADDITIONAL FORMS

When changes need to be made to your account, such as setting up transactions or
changing your personal information, Avidia Health is here to help. Our
electronic and printable forms are below.

Forms

Downloads

Name and Change of Address Form

Mailed Form

Account Maintenance

Mailed Form

Authorized Signer Form

Mailed Form

Beneficiary Form

Mailed Form

Check Order Form

Mailed Form

Contribution (Individual) Form

Mailed Form

Contribution Correction Form

Mailed Form

Distribution Reversal Form

Mailed Form

Account Closure Form

Mailed Form

Internal Transfer

Mailed Form

Custodial Transfer Form

Mailed Form

If additional assistance is needed, please contact us at 855.248.6311 or
hsainfo@avidiabank.com, and we will send the forms directly to you.




HSA THE RIGHT WAY, WITH
AVIDIA HEALTH


Forms Contribution Limits
Investment Options


WHY AVIDIA HEALTH?

An Avidia Health HSA is a convenient and smart way to pay for medical expenses
and reduce your taxable income. An HSA is a tax-favored account used in
conjunction with an HSA-compatible health plan, usually a High Deductible Health
Plan (HDHP).

Zero monthly maintenance fees

Free online bill pay

Debit cards

Mobile App

Tax Reporting




AVIDIA TESTIMONIALS

Previous

"I am very new to having an HSA (never had one before), and I have just been
diagnosed with having hypertension/ high blood pressure. A few days ago, I was
prescribed two types of medications. I will NEVER have to worry about paying for
them with this account! Thank you Avidia!"

~ Melissa D. (MA)

"While I was working, I contributed the max, tax free, with the idea that if
needed, we would have some relief of expensive medical bills. We also invested
about 25% of our balance through Avidia and that has turned out very well. We
tend not to request medical reimbursements so far since we do not have any
health issues and want the investment to grow for future possibilities that
require immediate cash."

~ Daniel M. (MI)

"It has been there for me when I needed it the most for my kids and my husband.
It's the best savings plan for medical and dental expenses. I purposely choose
an HDHP so I can have an HSA. Thank you for helping!"

~ Hillarie K. (CA)

"I started to need new eyeglasses for work. I spend a lot of time on the roads.
Making my eyesight of the upmost importance. Knowing that my HSA was there to
help ease the costs, makes working on the road much less stressful. I'm
grateful."

~ Nicholas V. (OH)

"Oh my gosh. I can’t tell you how helpful having this HSA has been. Not only has
it helped me with budget planning, it has actually helped me to be more fiscally
responsible. I’m saving so much and paying off medical bills left and right for
all members on my insurance!"

~ Nicole D. (OH)

"When I broke my wrist and had unexpected expenses, I was able to use my HSA to
cover them without a hit on my bank account. It was easy-to-use and no fuss,
which was great!"

~ Harry B. (VA)

"I am very new to having an HSA (never had one before), and I have just been
diagnosed with having hypertension/ high blood pressure. A few days ago, I was
prescribed two types of medications. I will NEVER have to worry about paying for
them with this account! Thank you Avidia!"

~ Melissa D. (MA)

"While I was working, I contributed the max, tax free, with the idea that if
needed, we would have some relief of expensive medical bills. We also invested
about 25% of our balance through Avidia and that has turned out very well. We
tend not to request medical reimbursements so far since we do not have any
health issues and want the investment to grow for future possibilities that
require immediate cash."

~ Daniel M. (MI)

"It has been there for me when I needed it the most for my kids and my husband.
It's the best savings plan for medical and dental expenses. I purposely choose
an HDHP so I can have an HSA. Thank you for helping!"

~ Hillarie K. (CA)

"I started to need new eyeglasses for work. I spend a lot of time on the roads.
Making my eyesight of the upmost importance. Knowing that my HSA was there to
help ease the costs, makes working on the road much less stressful. I'm
grateful."

~ Nicholas V. (OH)

"Oh my gosh. I can’t tell you how helpful having this HSA has been. Not only has
it helped me with budget planning, it has actually helped me to be more fiscally
responsible. I’m saving so much and paying off medical bills left and right for
all members on my insurance!"

~ Nicole D. (OH)

"When I broke my wrist and had unexpected expenses, I was able to use my HSA to
cover them without a hit on my bank account. It was easy-to-use and no fuss,
which was great!"

~ Harry B. (VA)

"I am very new to having an HSA (never had one before), and I have just been
diagnosed with having hypertension/ high blood pressure. A few days ago, I was
prescribed two types of medications. I will NEVER have to worry about paying for
them with this account! Thank you Avidia!"

~ Melissa D. (MA)

"While I was working, I contributed the max, tax free, with the idea that if
needed, we would have some relief of expensive medical bills. We also invested
about 25% of our balance through Avidia and that has turned out very well. We
tend not to request medical reimbursements so far since we do not have any
health issues and want the investment to grow for future possibilities that
require immediate cash."

~ Daniel M. (MI)

"It has been there for me when I needed it the most for my kids and my husband.
It's the best savings plan for medical and dental expenses. I purposely choose
an HDHP so I can have an HSA. Thank you for helping!"

~ Hillarie K. (CA)

"I started to need new eyeglasses for work. I spend a lot of time on the roads.
Making my eyesight of the upmost importance. Knowing that my HSA was there to
help ease the costs, makes working on the road much less stressful. I'm
grateful."

~ Nicholas V. (OH)

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3 BIG BENEFITS OF HEALTH SAVINGS ACCOUNTS


TRIPLE-TAX ADVANTAGES


TRIPLE-TAX ADVANTAGES:

Contributions are tax free, potential interest accumulates tax free, and
distributions are tax free when used to pay for qualified medical expenses.


FLEXIBILITY


FLEXIBILITY:

At age 65, any remaining HSA funds can be withdrawn for non-medical reasons
without penalty.


PORTABILITY


PORTABILITY:

The employee owns all HSA funds. The accumulated balance in the account rolls
over from year to year, and accounts move with employees even if they change
employment or retire.


ELIGIBLE EXPENSES

Avidia members can use their HSA funds for certain medications, medical
equipment, and other healthcare-related expenses.

Co-Pays

Eyewear & Eyecare

Dental Work

Prescription Medication & Qualified OTC Medication

WHAT ELSE?

Lab Fees

Animal Aid

Therapy Sessions

Surgery

AND MORE!*

Any item found in the HSA Store is eligible and can be shipped straight to your
doorstep. Simply create an account, enter your details, and start shopping!

VISIT HSA STORE

*A full list of qualified expenses can be found in IRS Publication 502.


HSA CONTRIBUTIONS LIMITS

2024

HSA Contribution Limits:

single

$4,130

--------------------------------------------------------------------------------

family

$8,300

2023

HSA Contribution Limits:

single

$3,850

--------------------------------------------------------------------------------

family

$7,750

catch up

Contribution Limits 55 and Older:

single

$1,000

--------------------------------------------------------------------------------

family

$1,000


HSA ELIGIBILITY

To be eligible for an HSA, you must meet the following requirements, determined
by the IRS

Have coverage under an HSA-qualified high-deductible health plan (HDHP)

Have no other medical coverage

Are not enrolled in Medicare

Cannot be claimed as a dependent on someone else’s tax return


INVESTING WITH AVIDIA


REQUIREMENTS

Avidia HSA members need a balance of $1,000 to begin investing their HSA funds.
Once this threshold is reached, members can choose the mutual fund that best
fits their situation.




BENEFITS

 * No federal income tax on contributions
 * No tax on withdrawals for qualified medical expenses
 * Earnings from investments are tax free*




INVESTMENT OPTIONS

We offer over 30 investment options at Avidia Health because we know every
budget, every family, and every situation is unique.


View Investment Options

*Earnings withdrawn for reasons other than qualifying medical expenses before
accountholder turns 65 are subject to ordinary income tax.


SIGN UP!

HSAs are easy to open, easy to use, and easy to maintain. You can open an HSA
through your employer or on your own, and it only takes a few minutes.

START NOW
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