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 Rollover Form
If you’re 55 and older don’t forget you can fund your account with an extra $1,000 for 2012.
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.