ACCOUNT TYPES

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Across
  1. 3. A _____ is a withdrawal from an HSA that is subsequently deposited to another HSA within 60 days.
  2. 5. Parents can ONLY be a joint signer on a ______ account age 16 to 17.
  3. 9. Type of trust where grantor may change terms or cancel trust at any time?
  4. 11. A ____ is a transfer from a Qualified Retirement Plan to an HSA.
  5. 13. ____/_____ accounts are established for handling the financial affairs of another individual, who is legally disabled or incompetent by court officials.
  6. 16. A legal agreement where money and/or property are set aside for the benefit of others.
  7. 18. _____ are established for the purpose of disbursing a decedent's assets.
  8. 19. _____accounts are intended for business and mortgage loan processing ONLY.
  9. 21. Is a limited account type established soley for the purpose of recieving direct deposits from Social Security Administration (SSA).
  10. 23. How old do you have to be to have an HSA?
  11. 25. Uniform Transfer to Minors accounts CANNOT have a _____ share.
  12. 26. On an HSA account a _____ CANNOT be added.
  13. 27. On a minor account when the minor is 16 years of under a _____can ONLY be issued in the parents name.
  14. 28. The ONLY person or people who can establish an account for a minor under the age of 16 is the _______.
Down
  1. 1. Estate accounts are not permitted to have a debit card or _________.
  2. 2. On a trust account who has access to the account?
  3. 4. A ____ is a method of moving funds directly from an existing HSA to another HSA, either within an institution or at another institution.
  4. 5. _____ accounts are established to collect donations in memory of a deceased person.
  5. 6. A type of account where a savings product is established for the exclusive benefit of the member?
  6. 7. An account desination which allows a member to name a beneficiaries who will recieve the funds after the member's death?
  7. 8. _____ accounts are established for members who have suffered a misfortune such as illness or fire.
  8. 10. A parent ______ open an account for their 16 or 17 year old without the minor present.
  9. 12. Minors under the age of 16 are not permitted to _____ the account.
  10. 14. Alaska USA does not offer these types of accounts in branch: Funeral Trust Acct., Court Ordered Trust Acct., In-Trust-For(ITE)Accts., _______ Accts., and accounts considered other.
  11. 15. Minors are 16 to 17 have _______ authority.
  12. 17. A ____ account allows for funds to be saved and designates the minor as the account owner without having control of the money, however the custodian has complete control.
  13. 20. On a POD account who does Not have access to the account while the member is alive?
  14. 22. type of trust that CANNOT be changed?
  15. 24. Alaska USA only offers estate accounts if the _____ was a member of Alaska USA at the time of their death.