Partner Resources
Educational Tools
We like to help our partners learn and share information. So we’ve built infographics, brochures and more to help you more easily educate your customers. Just click and download.
Download Infographics
How an HSA Works
Member Benefits
Retirement Planning
Employer Benefits
Download Brochures
General Information
Member Benefits
Employer Benefits
Benefits Consultant Information
Advisor Information
Foundations & Pricing Websites
- Financial/Copay Support/Advocacy:
- Copay Support:
- Pharmaceutical Manufacturer Copay and Patient Assistance Programs:
- Medical Pricing:
- Pharmacy Pricing:
- Doctor Finder Resources:
IRS Resources & Tax Guidance
Commonly Used Forms
- Publication 502 – Medical and Dental Expenses
- IRS Publication 969 – Health Savings Accounts and Other Tax-Favored Health Plans
- Form 8889
- Form 8889 Instructions
Additional Tax Guidance & Information
- Form 5329
- Form 5329 Instructions
- Notice 2012-14: Health Savings Accounts
- Notice 2008-59: General HSA Guidance Q&A
- Notice 2008-52: Guidance on HSA Contributions
- Notice 2008-51: IRA Funds Transfer to HSA
- Notice 2005-86: HSA Eligibility During a Cafeteria Plan Grace Period
- Revenue Ruling 2005-25: HDHP Family Coverage
- Notice 2005-8: Tax Treatment Partnership and S-corp
- Announcement 2004-67: Correction of 2004-2 on Medicare Eligibility
- Notice 2004-50: Administrative, Procedural & Misc Q&A
- Revenue Ruling 2004-45: Relationship of HSAs, FSAs, & HRAs
- Revenue Ruling 2004-38: Contribution Guidance for HSAs
- Notice 2004-23: Preventive Care Clarification
- Notice 2004-2: Department of Treasury Q&A
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