HSA forms
Download and follow the instructions printed on a variety of account forms to complete common account maintenance tasks.
Sign in to your account to access forms:
- Excess contribution refund
- Contribution corrections
- Redeposit funds withdrawn in error from your account
- Rollover funds from an IRA
- Name change
- Designate a beneficiary.
- For SSN/TIN beneficiaries, sign in.
- For Estate and Trust beneficiaries, use fax form by clicking here.
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