Other Matters
What kind of statements will you receive in connection with your HSA?
Sterling HSA will send you a quarterly statement showing the activity in your HSA custodial account. You may also register online to view your account balance and activity at any time as well as transfer funds online.
What information must be reported to the IRS?
We report contributions and disbursements to the IRS. Those reports are also given to the accountholder in Form 5498SA (yearly contributions) and Form 1099SA. Sterling HSA's fourth quarter report will help accountholders complete this form. We will also mail Forms 5498SA and 1099SA by the time deadlines required by the IRS.
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HSA Sign Up Options
Individual, Not Part of Employer Group
For individuals signing up for an HSA and not associated with an employer group
Individual, Part of an Employer Group
For individuals signing up for an HSA already associated with an employer group
Employer Groups HSA Sign Up
For employer groups to enroll in HSAs
Register HSA Account for Online Access
If you already have HSA accounts with Sterling, register here for online access to your account information
