Waukesha Schools HSA

Health Savings Account (HSA)

  • Our HSA offers a competitive rate with no minimum balance or annual fee.
  • An HSA debit card will be mailed so you can conveniently pay for your qualified medical expenses. Counter checks can also be requested.
  • There are no monthly fees if you sign up for Educators eStatements ($2 monthly fee if paper statements are requested).

Click here for School District of Waukesha Membership and HSA application. 

Click here for Membership and HSA Disclosures 

Click here for the HSA Return of Mistaken Distribution Form

 

Fax application: Mail application:
(262) 884-7235 Attn: Rachel Educators Credit Union, Attn: IRA Department, 1326 Willow Road, Mt. Pleasant, WI 53177

Please keep a copy of this application, disclosures and rate sheet for your records.

Click here to apply online for School District of Waukesha HSA 

Here is the list of items you’ll need:

  • Your Social Security Number (SSN) or Individual Tax Identification Number (ITIN)
  • A current U.S. government-issued photo ID (e.g., driver’s license, U.S. passport, state or military ID)
  • A credit or debit card or U.S. checking or savings account to fund your new account
  • A $5 minimum deposit that represents your ownership share of the credit union (Prime Share Savings)

Did you know that you are eligible for other benefits, click here for more information. 

Additional HSA Questions? Click here for some helpful Q&A’s