Mistaken Distributions. We may allow you to return your mistaken distributions provided there is clear and convincing evidence that the amount(s) distributed from the HSA was because of a mistake of fact due to reasonable cause. In determining whether this standard has been met, we shall have the ability to rely on your representation that the distribution was, in fact, a mistake. We may not permit the return of mistaken distributions that relate to a calendar year after December 31st of that year. In no event shall we restrict or limit HSA distributions to the payment or reimbursement of your qualified medical expenses. However, we may, on a case-by-case basis or as a matter of policy, place reasonable restrictions on both the frequency and the minimum amount of distributions from the HSA.
Appears in 18 contracts
Samples: Custodial Agreement and Disclosure Statement, Custodial Agreement and Disclosure, Custodial Agreement and Disclosure Statement
