CUNA Regulatory Comment Call


July 1, 2004

Draft Model Trust and Custodial Agreements for Health Savings Accounts (HSAs)

EXECUTIVE SUMMARY

QUESTIONS REGARDING THE PROPOSAL

  1. Do you feel that the model HSA trustee and custodial agreements are clear, understandable and user-friendly?

    Yes ______ No ______

    If not, which changes would you recommend to make the forms more user-friendly?
















  2. Do you feel that the model HSA trustee and custodial agreements are sufficiently comprehensive?

    Yes ______ No ______

    If not, what additions should be made?
















  3. Other comments?
















    1. Eric Richard • General Counsel • (202) 508-6742 • erichard@cuna.com
      Mary Mitchell Dunn • SVP & Associate General Counsel • (202) 508-6736 • mdunn@cuna.com
      Jeffrey Bloch • Assistant General Counsel • (202) 508-6732 • jbloch@cuna.com
      Catherine Orr • Senior Regulatory Counsel • (202) 508-6743 • corr@cuna.com