HSA Welcome Kit – Avidia Bank

health-savings-account-iconsREAD FIRST -  Let’s Get Started

Transfer Previous HSA Funds to New/Current HSA – Transfer Form

Form used to Rollover Funds from Closed HSA to New/Current HSA -  Rollover Form

Make an Individual Contribution to the HSA - Contribution Form

Make Edits to HSA Contribution – Contribution Correction Form

Order Customized Checks from HSA Account – Check Order Form

Add or Edit Primary Beneficiaries – Beneficiary Form

Add or Edit an Authorized Signer for an Existing HSA – Authorized Signer Form

Make Amendment to an Existing / Established HSA  - Account Maintenance Form – General

Paper Enrollment Form -  Enrollment Form

Use this Form to Reverse a Distribution (by Mistake) – Distribution Reversal Form

Available Excel Widget URL’s – Excel Widget URL’s