Health Savings Accounts (HSAs)

Yes, you can easily schedule an appointment at any of our offices or with one of our Mortgage Loan Officers through our online scheduling tool.

Contributions made by you are tax deductible. Similarly, contributions made by your employer are tax deductible to them and are excluded from your gross income. Distributions used for qualified medical expenses are free from Federal income taxes, if the expenses are not taken as an itemized deduction.

If you’re eligible, you may contribute up to the limit established by the IRS for individual or family coverage. An employer may contribute for their eligible employees within the same dollar limitations. These limits apply whether contributions are made by you, your employer or a combination of both. Contributions may accumulate from year to year. (Special rules apply if you do not remain eligible and the year you enroll in Medicare).

To view the current contribution limits, visit the IRS website.

Yes, North Shore Bank is a guarantor and a member of STAMP (Securities Transfer Agents Medallion Program). Please contact your local branch for more information. 

You can learn more by viewing our Security Statement.

To contribute, the owner of a Health Savings Account (HSA) must have a High Deductible Health Plan (HDHP) and must not be covered by any Health Plan that is not an HDHP, not be claimed as a dependent on another’s tax return and not be enrolled in Medicare.*

*Other criteria may apply. Consult your Health Insurance Provider to be certain you are eligible for an HSA. The Bank does not determine your eligibility.

If you’re eligible, you may contribute up to the limit established by the IRS for individual or family coverage.

Also, as an eligible individual, you may contribute an extra ‘‘catch-up’’ amount from age 55 until you’re enrolled in Medicare. However, eligible spouses may not contribute their ‘‘catch-up’’ amounts to the same HSA. Instead, each must have their own HSA. You may make contributions in the current year for the previous year if you’re eligible and if your contribution is made by the tax-filing deadline (excluding extensions).

To view the current contribution limits, visit the IRS website.

To help you stay informed, view North Shore Bank’s resources about Identity Theft Prevention & Protection.

Contact North Shore Bank's Customer Support by email or by phone at 877-672-2265. 

We offer two Health Savings Account options. Both are interest bearing HSA checking accounts that include a free Debit Card and Mobile App or Online Banking access to easily manage your account.

Learn more and compare Health Savings Account options.

It is typically a checking account opened to pay health-related expenses with tax-free funds.

 

Learn more and compare Health Savings Account options.

We will periodically send out survey requests to gather feedback on how we can improve our products and services. Legitimate surveys will be sent from the following email addresses:

• northshorebankcontact@northshorebank.com
• northshorebank@surveyinforma.com
• northshorebank@qemailserver.com

If you receive an email communication claiming to be from North Shore Bank, but it does not originate from our authorized email addresses, do not click any links and delete the message immediately.
Important reminders:

• NEVER share your PIN (personal identification number) or one-time passcode.
• North Shore Bank representatives will never ask you for your PIN or request you to verify personal financial information via email.

If you suspect that you’ve received a phishing email claiming to be from North Shore Bank, please call 877-672-2265 to report it or to verify the message’s authenticity. Your security is our priority.

Each year, the IRS establishes minimum deductible amounts for both individual and family medical plans to qualify as a High Deductible Health Plan. To view the current minimum deductibles, visit the IRS website.

Typical distribution options are by Debit Card, check, or in the bank lobby. Distributions not used for qualified health related expenses are subject to taxation and may be subject to IRS penalty.

Follow North Shore Bank on these social media platforms to stay updated with the latest news:

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Click the links to visit and follow our official pages.

You can check with your employer benefits manager or health insurance provider. Then give us a call. We’re here to help.

Review North Shore Bank’s top ten financial security tips to help keep you and your money safe.

Visit our branch locator for details on each office’s hours, ATMs, and services available.

Visit our branch locator to find a North Shore Bank office, video teller, or ATM near you.

To locate a branch office with a video teller, please select Video Tellers from the Branch Locations page.

North Shore Bank’s routing/ABA number is 275071356. ABA numbers are also referred to as routing numbers and are used for various financial transactions, such as direct deposits and wire transfers.

Corporate Office (Other locations):

North Shore Bank

15700 West Bluemound Road

Brookfield, WI 53005

800-236-4672

North Shore Bank does not have a SWIFT code. We have a routing/ABA number, which is 275071356. All international wires must come through a United States bank.

If you are receiving funds from a foreign bank, the initiating bank should follow their process to send the funds to their US-based correspondent bank, for further routing to North Shore Bank, listing your name and account number as the final beneficiary.

With our 43 office locations we serve the following Wisconsin counties:

• Brown
• Calumet
• Door
• Kenosha
• Kewaunee
• Milwaukee
• Oconto
• Outagamie
• Ozaukee
• Racine
• Washington
• Waukesha
• Winnebago

In Illinois, we serve McHenry County.

North Shore Bank is a great place to work! To see current career and job openings, please visit careers.northshorebank.com. Thank you for your interest!

View our current Statement of Financial Condition.