Enrollment Form

Standard Health Spending Accounting Enrollment form

Standard Claims Form

Standard HSA claim form

Pre-Authorized Debit (PAD) Agreement.

PAD Agreement form

The Accountant's Guide to a Health Spending Account

Everything you need to know about the plan from both a client facing and tax perspective. This guide is created specifically for accountants to facilitate discussions with clients on the subject of Health Spending Accounts.
Accountant’s Guide Health Spending Account