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For Individuals
- Opening an HSA
- Transfer Your HSA
- HSA Guide
- Open Enrollment Center
- Help Center
- Login Help
For Business
- Employers
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HSA home
Documents & forms

Documents & forms

Documents

How to transfer your HSA
Custodial agreement
Request for treatment as an assistance eligible individual

Forms

HSA transfer/rollover form
Beneficiary designation form
Electronic funds transfer (EFT) setup form

Publications/Guides

HSA member guide
The Complete HSA Guidebook
Investment guide
IRS publication 502
IRS publication 969

For Individuals
- Back
- Opening an HSA
- Transfer Your HSA
- HSA Guide
- Open Enrollment Center
- Help Center
For Business
- Back
- Employers
- Benefits Advisors
- Financial Advisors
- Health Plans
- Sales
Products
- Back
- HSA | Health Savings Account
- FSA | Flexible Spending Account
- HRA | Health Reimbursement Arrangement
- Dependent Care
- Commuter
- Wellbeing
- COBRA
- Direct Billing
- Premium Only Plans
- Login Help
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