Health Savings Accounts
What You Need to Apply
Thank you for choosing BB&T for your Health Savings Account. Before applying, please
use our online calculator to
determine if you are eligible for a Health Savings Account.
Please have the following information ready before you begin your application:
- Personal information - Your address, phone
number, Social Security number, and a government-issued identification.
- Funding information - If you choose to fund
your account immediately by transferring funds from your bank account, you will
need to have your account number and routing number as found at the bottom of your
- Beneficiary information -The names, birth
dates, and Social Security numbers of your beneficiaries. You will also be asked
to choose the percentages of your HSA to divide between your beneficiaries.
BB&T currently serves clients within fifteen states and the District of Columbia.
If you maintain a second residence within one of the following states, please use
that address for your application:
- New Jersey
- North Carolina
- South Carolina
- Washington, D.C.
- West Virginia
If you do not have a residence within our service area, we thank you for your interest
in BB&T but we are unable to help you at this time. We encourage you to check
back occasionally, BB&T is growing rapidly and we may be in your state soon.
Nothing herein is intended to extend fiduciary services and we expressly disclaim any fiduciary responsibility as provided under the DOL Fiduciary Rule. Any materials provided to you regarding an HSA or rollover options are provided solely for your information and education. BB&T, as HSA Custodian we do not offer investment advice nor hold ourselves out to provide fiduciary services. Mutual fund investment options within the HSA Investment Sub-Account are not to be considered recommendations and are provided for the convenience of the accountholder.
Branch Banking and Trust Company is a Member FDIC.