What steps can I take if I live within the Banks service area and am unable to open my HSA savings or CD in person?
Contact Community Bank of San Joaquin by telephone at (209) 956-7000 to determine your allowable contribution amount and the best type of account to meet your needs. (Click here for more information.) Download a Health Savings Account PDF packet to complete the “HSA Worksheet” and “Participant and Beneficiary Information Form” or ask Bank personnel to fax you a copy of these items. Fax completed forms and a copy of your Driver License to (209) 956-7720. After the Bank has processed your request, you will receive a signature card and HSA agreement by postal mail to review, sign and return. Please contact us for details.
