Introducing
a better way
to bank.

Getting Started

We are glad you decided to open your Health Savings Account with Community Bank & Trust. If you have any questions before, during or after the online application process, please contact us at 1-888-582-4440 or 1-920-459-4444.

To apply online you will need:

  • A valid email address
  • Access to a printer
  • Social Security Number
  • Social security numbers of your designated primary/contingent beneficiaries
  • Valid drivers license OR other government issued non-expired ID
  • Must be Wisconsin Resident
  • Adobe Acrobat Reader (version 6 or higher). Download now.
  • One of the following Internet browsers:

Enrollment Process

  • Continue through online application. (If you have any questions, while completing this process, please contact one of our Representative at 1-888-582-4440 or 920-459-4444).
  • You will be instructed to print, sign, date and mail your completed application.
  • Allow 2-3 business days for processing of your application.
  • Your account will be activated upon applicant verification, receipt of your deposit and a signed and dated application.

Applicable Fees

  • No set-up fee
  • No monthly maintenance fee
  • Free Debit Card
  • $4.75 - Checks
  • $15.00 - Annual maintenance fee (waived with a payroll direct deposit to checking account)
  • $50.00 - Minimum deposit

HSA Eligibility

Prior to enrolling in an HSA, you must meet the HSA eligibility requirements. To determine if you are eligible to open an HSA, please answer the following questions.

1. Are you covered by a self-only or family qualified High Deductible Health Plan (HDHP) or any Health Plan that provides any of the same benefits as the HDHP?
Yes No
2.Are you covered by any non-HDHP policy either as an individual or a dependent (excluding disability, accident, dental, vision, long term care insurance)?
Yes No
3. Are you enrolled in Medicare?

Yes No
4. Can you be claimed as a dependent on another person's tax return?

YesNo

Continue



© 2008 Community Bank & Trust