Forms
Advisor Forms
- Appointment of Financial Professional Form
- Change Advisor Fee Request Form
- Fund Line Up Request Form
- Payment Information Form
- Plan Establishment Guide (PEG)
Accountholder Forms
- Address Change Form
- Adjustment/Ineligible Closing Form
- Administrative Fee Reimbursement Form
- Authorized Signer Form
- Automatic Contribution Form
- Close Account Form
- Contribution Correction Form
- Contribution Form
- Custodial Account Agreement
- Death Distribution Request Form
- Designation of Beneficiaries Form
- Distribution Reversal Form
- Enrollment & Agreement
- Excess Contribution Removal Form
- Investment Change Form
- IRA to HSA Transfer Form
- Name Change Form
- Privacy Policy
- Transfer/Rollover Request Form
- Withdrawal 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 for Form 5498-SA
© 2017 HealthSavings Administrators
