HSA Manager Client Services
800.783.4022
Monday-Friday
8:30 am-4:30 pm CST
Instruction for Account Access  
Instruction for Portfolio Online
     
     
  ACCOUNT FORMS

Need to establish an Account?

HSA Manager Kit HSA Kit
Pershing HSA Manager Kit PER Kit

Need to update an already established Account?
Add additional authorized signer for debit card HSA-012
Address Change HSA-013
Contributions by ACH HSA-017
Give Third Party Authorization to your Account HSA-008
Update Beneficiary designation HSA-016
Funding Form HSA-018

Need to make a Distribution or submit a Transfer to your HSA Account?
HSA Distribution Form HSA-014
Transfer from another HSAs, MSAs, or IRA HSA-007
Transfer from FSAs or HRAs HSA-019

Statements and Agreements
HSA Manager Fee Schedule HSA-CLT-009
Partial List of IRAs Approved Medical Expenses List
2009 Instructions for IRS Form 8889 Dir 8889
2009 IRS Form 8889 IRS 8889


Updating your account in
my.hsa-manger.com

Once you log into your account, you can:

Add dependents
Add beneficiaries
Add signatories
Order debit cards

Click on any of the links above for detailed instructions.