Health Saving Accounts Forms

Resource Bank has merged with Fulton Bank, for more information visit fultonbank.com.

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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

 
 



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