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Health Savings Accounts (HSA)

Most Frequently Used Forms
Benefits Termination Form Reimbursement Accounts HSA, HRA, FSA Download
Direct Deposit Form HSA, HRA, FSA Download
IRS Form 8889 HSA HSA Download
IRS Form 8889 Instructions HSA HSA Download
Reimbursement and Substantiation
90% Rule Merchant List General, HSA, HRA, FSA Download
IIAS Merchant List HSA, HRA, FSA Download
Qualifying Child and Relative Questionnaire General, HSA, HRA, FSA, Consultants Download
Enrollment
Enrollment Application HSA HSA Download
Online Enrollment Instructions (HSA) HSA Download
Administrative
Authorization Form HSA HSA Download
Benefits Termination Form Reimbursement Accounts HSA, HRA, FSA Download
Contribution Form HSA HSA Download
Death Beneficiary Change Form HSA HSA Download
Mutual Fund Expense Disclosure HSA HSA Download
Mutual Fund Investments HSA HSA Download
Privacy Agreement Reimbursement Accounts HSA, HRA, FSA Download
Rollover Certification FSA HRA HSA, HRA, FSA Download
Rollover Certification HSA HSA Download
Transfer Request HSA HSA Download
Plan Implementation
Custodial Account and Disclosure Statement HSA HSA Download
Resource Guide HSA HSA Download
Withdrawal and Direct Deposit
Direct Deposit Form HSA, HRA, FSA Download
IRS Publications
IRS Form 8889 HSA HSA Download
IRS Form 8889 Instructions HSA HSA Download
IRS Notice 2008-59 - Health Savings Accounts (6/25/2008) HSA Download
IRS Publication 502 - Medical Expenses HSA, HRA, FSA Download
IRS Publication 969 - Reimbursement Accounts (FSA, HSA, HRA) HSA, HRA, FSA Download