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Centier Bank Security

HEALTH SAVINGS ACCOUNT UPDATES & FAQs

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Important Information about your HSA

Effective February 3rd, 2023 Centier Bank will begin transitioning your Health Savings Account (HSA) to a new custodian (provider) called Lively Inc. We’re excited to offer customers access to Lively’s enhanced features and resources to improve your HSA experience. Please review the following Frequently Asked Questions. If you would like additional information, connect with a Centier Bank representative by calling us at (877) 323-0733.

Frequently Asked Questions

Who is Lively?
When will the transition to Lively occur?
Can I opt out?
Will I need to activate my new Lively HSA?
Will I get a new account number when my HSA is transferred to Lively?
Will I get a new HSA Debit card when my account is transferred to Lively?
What if I already have an account with Lively?
How will I access my funds?
How will I get support with my new account?
Will there be tax implications because my account is being moved?
What will I need to do if I have a dependent?
What do I need to do if I have a beneficiary?
Will my HSA Debit card/checks from the Centier still work?
How can I make sure I get important updates?
If I have questions, who can I contact?

Disclosures

FDIC insured through Centier Bank, for so long as funds remain uninvested and on deposit with Centier Bank. Centier Bank Health Savings Accounts, powered by Lively are provided by Lively Inc. and are subject to their approval. Lively Inc. is not affiliated with Centier Bank

Contributions to and earnings on HSAs are not subject to federal taxes but may be subject to state taxes depending on where you reside. Centier Bank does not provide tax or legal advice. Seek the advice of your own tax and legal professionals to ensure your compliance with applicable HSA and other laws. Investment options are provided by Charles Schwab and Devenir; fees may apply. ²Investments are: NOT FDIC INSURED – NOT BANK GUARANTEED – NOT A DEPOSIT – MAY LOSE VALUE. Lively HSA Card is issued by Choice Financial Group pursuant to a license from Visa U.S.A. Inc.