hsa scenario 5: thomas franklin

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Health Savings Accounts (HSA) 2-35 HSA Scenario 5: Thomas Franklin Interview Notes 7KRPDV )UDQNOLQ DJH LV D VLQJOH SDUHQW UDLVLQJ KLV \HDUROG VRQ -DPHV 7KRPDV TXDOL¿HV WR ¿OH DV +HDG RI +RXVHKROG )RU WKH ODVW WKUHH \HDUV 7KRPDV KDV KDG IDPLO\ KHDOWK FRYHUDJH WKURXJK D +LJK 'HGXFWLEOH +HDOWK 3ODQ +'+3 IURP KLV HPSOR\HU 7KRPDV KDV KDG DQ +6$ IRU VHYHUDO \HDUV ,Q KH FRQWULEXWHG WR KLV +6$ 7KRPDV¶ PRWKHU KHOSHG KLP RXW DQG FRQWULEXWHG WR KLV +6$ LQ 7KRPDV¶ HPSOR\HU DOVR FRQWULEXWHG WR KLV +6$ LQ 7KRPDV SDLG WKH IROORZLQJ H[SHQVHV LQ XVLQJ PRQH\ IURP KLV +6$ ± IRU GRFWRU YLVLWV IRU 7KRPDV ± IRU SUHVFULSWLRQ PHGLFLQH IRU 7KRPDV ± IRU GRFWRU YLVLWV IRU -DPHV ± IRU WRLOHWULHV IRU WKH IDPLO\

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Page 1: HSA Scenario 5: Thomas Franklin

Health Savings Accounts (HSA) 2-35

HSA Scenario 5: Thomas Franklin

Interview Notes

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Page 2: HSA Scenario 5: Thomas Franklin

Health Savings A

ccounts (HSA

)��

Page 3: HSA Scenario 5: Thomas Franklin

Health Savings Accounts (HSA) 2-37

Page 4: HSA Scenario 5: Thomas Franklin

Health Savings Accounts (HSA)2-38

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