Open a New HSA Checking Account

Opening a New HSA Checking Account is Easy!

Things you will need...

Before you begin, review the items you'll need to complete this online application.

Social Security Number
Driver's License, Passport or Other Government Issued ID
Ability to Upload ID Images
Contact Information
Valid Email Address

This application takes about 10 minutes to complete.

About Health Savings Accounts (HSAs)

An HSA Checking Account is a Health Savings Account used with your employer's High Deductible Health Plan. You must have an IRS compliant High Deductible Health Plan to open and contribute to an HSA Checking Account. Please confirm that your medical insurance is a High Deductible Health Plan before proceeding.

**If you're uncertain about the type of medical plan you have, we recommend contacting your employer or your medical insurance provider to determine if your plan is a High Deductible Health Plan before proceeding.

US PATRIOT ACT

US Government Required Disclosures

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that on personal accounts identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

I have read and acknowledge the US Patriot Act.

HSA Checking Owner's Information

First Name *

Last Name *

COPFCU Member Number (if current member)

Mobile Phone Number *

Personal Email *

Social Security *

Date of Birth *

Mailing Address

Address Line 1 *

Address Line 2

City *

ZIP Code *

Type of Insurance Coverage

Select the medical insurance coverage type: *

Single / Employee Only

Family

HSA Debit Card

Would you like an HSA Debit card to pay for your medical bills and prescriptions? *

Yes

No

Valid Photo Identification

Please upload the front of a valid (unexpired) government issued photo identification card. Driver's License, State ID Card and Passport are acceptable.

Image must be a JPG or PNG picture file. *

Click or drag & drop image here to upload

How did you hear about this account?

Confirmation & Acknowledgements

True & Correct Information

By checking this box, I confirm that all information provided is true and correct.

Review & Acceptance of COPFCU Disclosure Package

Click the link below to download and review the disclosures.

COPFCU Disclosures

By checking this box, I confirm that I have received, reviewed and agree to the terms and conditions contained in the COPFCU Disclosures including the Membership and Account Agreement, Truth-in-Savings Disclosure, Funds Availability Policy Disclosure, E-Sign Act, Electronic Funds Transfers Agreement, Privacy Notice and to any amendments to these documents that COPFCU may make from time to time.

Credit Report for Identity Verification

Credit Report Authorization: By checking this box, you authorize COPFCU to check your credit report for identity verification purposes and/or in connection with any request for membership or credit, including any update, increase, renewal, extension or collection of credit you receive. If you request, the credit union will tell you the name and address of any credit bureau from which it received a credit report on you. COPFCU will rely on information you have provided during this process.

Thank you!

Thank you for applying for a COPFCU HSA Checking Account. Your information has been submitted.

A New Accounts Representative will reach out to you shortly to answer any questions, confirm your selections and to complete the account-opening process.

If you have questions in the meantime, please call our Member Support Center at 1-800-810-0221 or 513-381-2677.