HSA for Accountholders – Open New Accounts & Manage Existing Accounts
General HSA Information
1 HSA Color Brochure - English
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2 HSA Color Brochure - Spanish
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3 HSA how to set up account - English
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4 HSA how to set up account - Spanish
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5 HSA service packages & fees - English
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6 HSA service packages & fees - Spanish
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7 HSA debit card education - English
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8 HSA debit card education - Spanish
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9 HSA sample eligible expense - English
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10 HSA Sterling Guide to Tax Related Questions - English
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11 Sterling HSA Guide (for HSA accountholders) - English
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12 HSA Sterling Online User Guide
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HSA New Account Opening Forms
13 HSA individual enrollment kit - English
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14 HSA individual enrollment kit - Spanish
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15 HSA individual application- English
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16 HSA individual application- Spanish
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17 HSA administrative services agreement - English
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18 HSA administrative services agreement - Spanish
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19 HSA custodial agreement - English
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20 HSA custodial agreement - Spanish
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HSA Account Management Forms
21 HSA request for dependent debit card - English
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22 HSA request for dependent debit card - Spanish
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23 HSA transfer of funds request form - English
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24 HSA transfer of assets - English
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25 HSA beneficiary designation form - English
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26 HSA beneficiary designation form - Spanish
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27 HSA deposit form - English
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28 HSA deposit form - Spanish
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29 HSA request for disbursement - English
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30 HSA request for disbursement - Spanish
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31 HSA request for account change - English
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32 HSA name Sterling as interested party - English
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33 HSA Rollover Request - English
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34 HSA terminate account form - English
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35 HSA payroll deduction - English
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36 HSA payroll deduction - Spanish
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HSA for Employers - Account Opening & Management
37 HSA Employer Enrollment Kit
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38 HSA List Bill - Excel
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39 HSA Employer "How-To" Checklist
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40 HSA Employer Group Application
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41 HSA individual enrollment kit - English
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42 HSA individual enrollment kit- Spanish
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43 HSA Payroll Deduction - English
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44 HSA Payroll Deduction- Spanish
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45 HSA request for return of mistaken employer contribution to HSA
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46 HSA Administration Instructions - English
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47 HSA Sterling Online User Guide
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48 HSA Employer ACH Authorization Form
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