Forms
Advisor Forms
- Appointment of Financial Professional Form
- Fund Lineup Request Form
- Investment Firm Establishment Guide (IFEG)
- Payment Information Form
Accountholder Forms
- Contribution Correction Form
- Custodial Account Agreement
- Distribution of Marital Assets Form
- Enrollment & Agreement
- Excess Contribution Removal Form
- Investment Change Form
- IRA to HSA Transfer Form
- Name Change Form
- Privacy Policy
- Rollover Request Form
- Transfer Request Form
Tax Forms
Looking for Forms 1099-SA and 5498-SA? Check your mail:
- At the end of January for Form 1099-SA, and
- At the end of May/beginning of June for Form 5498-SA
© 2018 HealthSavings Administrators
