Health Savings Accounts (HSAs)

Flexible savings for your health and future.

A tax-advantaged account made for real life.

A Meridian Trust Health Savings Account helps you prepare for expected and unexpected medical expenses. You get tax benefits, easy access to your funds, and the flexibility to spend, save, and invest your HSA dollars your way.

Why Choose an HSA

  • Tax-deductible contributions
  • Tax-free withdrawals for qualified medical expenses
  • Earnings grow tax-free
  • Funds roll over year after year
  • Keep your HSA even if you change jobs
  • Use for medical, dental, vision, prescriptions, and more

How It Works

To open a Health Savings Account, you must be enrolled in a qualified High Deductible Health Plan (HDHP). From there, you can:

  • Contribute up to the IRS annual limits
  • Spend with your HSA debit card
  • Save for future healthcare costs
  • Track everything through Online and Mobile Banking
  • Use your funds now or let them grow for late

Your unused balance never expires, and you always own 100 percent of the funds.

Why Choose an HSA

Meridian Trust HSAs have no monthly or annual fee. Using your funds is simple with your HSA debit card. You can use your HSA for a wide range of qualified medical expenses, including:

  • Doctor visits and clinic services
  • Prescription medications
  • Dental exams, cleanings, and procedures
  • Vision exams, glasses, and contacts
  • Physical therapy and chiropractic care
  • Lab work and diagnostic tests
  • Mental health services
  • Hospital services
  • Medical equipment and supplies
  • Eligible over-the-counter items

For most members, this is the reassurance they need to understand the real value of an HSA.

CURRENT RATES

Health Savings Accounts (HSAs)

Minimum Opening Balance

Minimum Balance to Earn APY

Dividend Rate

APY*

Minimum Opening Balance

$0

Minimum Balance to Earn APY

$100

Dividend Rate

0.05%

APY*

0.05%

HOW TO OPEN YOUR HSA

Confirm HDHP coverage

Make sure you’re enrolled in a qualifying High Deductible Health Plan.

Bring your ID

A valid government-issued photo ID is required to open an account.

Provide your social security #

We’ll verify your identity and set up your HSA.

Make your first contribution

Start with any amount. You can add funds anytime up to the annual limit.

RELATED PRODUCTS + SERVICES

Your next financial step starts here.

An HSA is one of the smartest ways to protect your health and your wallet. Let’s get you set up.

APPLY IN-PERSON

Schedule an appointment

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307.635.7878