Health Savings Resources for Banks and Credit Unions
Account Establishment — Amendments
Account Establishment — Simplifiers
Account Maintenance
- #2310 IRA HSA Investment Change T R S H
- #2310 IRA HSA Investment Change T R S H (Imprinted)
- #3107 HSA Contribution and Investment Selection H
- #3107 HSA Contribution and Investment Selection H (Imprinted)
- #3109 HSA Contribution Eligibility H
- #3109 HSA Contribution Eligibility H (Imprinted)
- #3121 HSA Beneficiary Reminder Notice
- #3121 HSA Beneficiary Reminder Notice (Imprinted)
- #3123 HSA Excess Worksheet H
- #3123 HSA Excess Worksheet H (Imprinted)
- #3301 HSA Beneficiary Designation H
- #3301 HSA Beneficiary Designation H (Imprinted)
- #3301-SU HSA Beneficiary Designation Addendum H
- #3301-SU HSA Beneficiary Designation Addendum H (Imprinted)
- #3302 HSA Transfer Request H
- #3302 HSA Transfer Request H (Imprinted)
- #3311 HSA Information Change H
- #3311 HSA Information Change H (Imprinted)
- #3314 HSA Withdrawal Authorization H
- #3314 HSA Withdrawal Authorization H (Imprinted)
- #3315 HSA Mistaken Distribtuion Repayment H
- #3315 HSA Mistaken Distribtuion Repayment H (Imprinted)
- #3322 Qualified HSA Funding Distribution Request H
- #3322 Qualified HSA Funding Distribution Request H (Imprinted)
Marketing Materials
- #651 Health Savings Accounts: An HSA is more than just a savings account for medical expenses.
- #651 Health Savings Accounts: An HSA is more than just a savings account for medical expenses. (Imprinted)
- #655 Health Savings Accounts for Employers: An HSA on top of a high deductible health plan (HDHP) benefits you and your employees.
- #655 Health Savings Accounts for Employers: An HSA on top of a high deductible health plan (HDHP) benefits you and your employees. (Imprinted)
Reference Manuals
Training Products
- #3915 HSA Training Organizer (First-time purchasers)
- #3915 HSA Training Organizer (Past purchasers)
- #3915-GB HSA Training Organizer Student Guide
- BUILD YOUR KNOWLEDGE – HSA Training Organizer Bundle $239 ($325 value)
- SUPPORT YOUR KNOWLEDGE – Desktop Guide Value Set $39 ($48 value)
- SUPPORT YOUR KNOWLEDGE – eResource Center Value Set $199 ($247 value)
- SUPPORT YOUR KNOWLEDGE – HSA Value Set $69 ($122 value)