Health
Saving Accounts Forms
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Open Your Account
Online
Enrollment Form
Setting up a Health Savings
Account has never been easier! Simply fill out
the Online Enrollment Form and begin saving today.
Enrollment
Form
(An alternative to our Online Application
Form, HSA offers a downloadable form. Complete the form and
mail to the address below.)
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Make a Contribution to Your HSA
Existing
Customer Contribution Form
ACH Debit Authorization Agreement
We can automatically make deposits to your HSA from your checking account. You choose to have the money transferred on either the 1st or 20th of the month. We do the rest.
Transfer
Form
(Use
this form if you want your current HSA or MSA custodian to
transfer your account to Health Savings Administrators but
you have not received a check from your custodian.)
Rollover
Form
(Use this form if your current MSA
or HSA has sent you a check that you want to deposit with
Health Savings Administrators.)
IRA to HSA Transfer Form
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Request a Reimbursement
Request
for Reimbursement Form
Electronic (ACH) Reimbursement Authorization
We can automatically deposit the reimbursements to your HSA to your personal checking account. Complete and fax or mail this form.
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Manage Your Account
Online
Access Instructions
Change of Address
Investment
Change Form
Change
of Beneficiary
Request an Additional Debit Card
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Legal Documents
HSA Custodial Agreement
Additional Provisions for Health Savings Accounts
Debit
Card Account Disclosure Form
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Tax-Related
IRS Form 8889
IRS Form 8889 Instructions
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Please download and either fax or mail the appropriate forms
to:
Health Savings Administrators
10800 Midlothian Turnpike
Suite 240
Richmond, VA 23235
Phone: (804) 378-7756
Phone: (888) 354-0697
Fax: (804) 726-1570
E-Mail: info@hsaadministrators.com |