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Bank Rates and Fees
American Health Value LLC

Interest Rates:

Rates effective 2/4/2008. Rates subject to change.

Balance

 Interest Rate

Annual Percentage Yield

$0-$499 0.50% 0.50%
$500-$999 0.95% 0.95%

$1,000 - $2,999

 1.25%  1.26%

$3,000 - $4,999

 1.75%  1.77%

$5,000 - $9,999

 2.50%  2.53%

$10,000 - $14,999

 2.75%  2.79%

$15,000 and over

 3.25%  3.30%

Fees:

Minimum deposit required to open an HSA

$0

Account Maintenance Fee

First 3 months free. No monthly fee for balances over $2,500 ($2.50 for balances less than $2,500 – waived if direct deposit is made.)

Minimum account balance

$1

Interest-bearing checking account

Yes
50 free personalized checks at account set-up Reorder cost depends
on check style

Debit Card

Visa
1st card free

Application/Account Set-up fees

No Set-up Fee

Account closure fee

None

Methods for making deposits (US dollars only)

Accountholder
Check/Money Order
E Money Mover (on-line funding tool)
Credit Card
Wire/ACH

Employer
Check/Money Order
Wire
Free on-line funding tool

Distribution amounts

Up to account balance by check. Debit card transactions are limited to $1,500 per day (can be temporarily raised for anticipated expense in excess of $1,500).

Transactional account interest rate

1.25% - 4.25%
(depending on balance)

Ability to invest balances over:

No minimum balance requirement to invest

Mutual Fund company

National Financial Services

Trade Fees

Vary by option

Monthly brokerage account fee

none

Equity (stock) funds

Yes

Bond funds

Yes

Money Market funds

Yes

Deposit accounts provided by:

American Health Value Bank, Member FDIC

Location

PO Box 8063
Boise, ID 83707-2063

671 East River Park Lane, Suite 100
Boise, ID 83706

Phone: (800) 914-3248
Fax: (208) 331-2651
www.americanhealthvalue.com

Inactive account fee

$15/year after 24 months of inactivity

Need more information on American Health Value?
Click here to visit the American Health Value website
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