Employee and Employer Links
- IRS – Publication 969 – PDF Format
- IRS – Publication 969 – Online Version
Employee
Forms
- HSA Authorized Signer Form
- HSA Designation of Beneficiary
- HSA Contribution Form
- HSA Distribution Form
- HSA Transfer Form
- HSA Death Distribution Form
Instructions/guides/brochures
- Instructions to open your Health Savings Account for Employer
- HSA Welcome Kit
- HSA Brochure
- HSA Investment Options
Disclosures
- HSA Disclosure Statement
- HSA Electronic Records Disclosure
- Liberty HSA TIS Disclosure
- HSA Fee Schedule
Employer
Forms
- HSA Employee Contribution Worksheet
- HSA Application
- HSA Payroll Deferral Form
- HSA Employer Setup Form
