Forms

Employer Forms

Sign-Up Form

Other Forms

Company Contact Update Form

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
Online Privacy Policy
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 HSA contributions can be made until April 15th. Individuals, select "Contribute to 2018" when scheduling a contribution. Employers, select "File Upload" when scheduling a contribution, then note "Fiscal Year 2018" in your file template.