HSA Forms

Download the forms and print them out. Follow the check list and instructions. Please contact us with any questions you may have.

New HSA Application Form

Trustee to Trustee Transfer Form

IRA to HSA Transfer Form

If you’re 55 and older don’t forget you can fund your account with an extra $1,000 for 2011.

If you have had your HDHP and are now just setting up your HSA, you may not reimburse yourself for any prior qualified health care expenses.