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HSA for Accountholders –
Open New Accounts & Manage Existing Accounts

General HSA Information

1 HSA Color Brochure - English Download
2 HSA Color Brochure - Spanish Download
3 HSA how to set up account - English Download
4 HSA how to set up account - Spanish Download
5 HSA service packages & fees - English Download
6 HSA service packages & fees - Spanish Download
7 HSA debit card education - English Download
8 HSA debit card education - Spanish Download
9 HSA sample eligible expense - English Download
10 HSA Sterling Guide to Tax Related Questions - English Download
11 Sterling HSA Guide (for HSA accountholders) - English Download
12 HSA Sterling Online User Guide Download

HSA New Account Opening Forms

13 HSA individual enrollment kit - English Download
14 HSA individual enrollment kit - Spanish Download
15 HSA individual application- English Download
16 HSA individual application- Spanish Download
17 HSA administrative services agreement - English Download
18 HSA administrative services agreement - Spanish Download
19 HSA custodial agreement - English Download
20 HSA custodial agreement - Spanish Download

HSA Account Management Forms

21 HSA request for dependent debit card - English Download
22 HSA request for dependent debit card - Spanish Download
23 HSA transfer of funds request form - English Download
24 HSA transfer of assets - English Download
25 HSA beneficiary designation form - English Download
26 HSA beneficiary designation form - Spanish Download
27 HSA deposit form - English Download
28 HSA deposit form - Spanish Download
29 HSA request for disbursement - English Download
30 HSA request for disbursement - Spanish Download
31 HSA request for account change - English Download
32 HSA name Sterling as interested party - English Download
33 HSA Rollover Request - English Download
34 HSA terminate account form - English Download
35 HSA payroll deduction - English Download
36 HSA payroll deduction - Spanish Download

HSA for Employers - Account Opening & Management

37 HSA Employer Enrollment Kit Download
38 HSA List Bill - Excel Download
39 HSA Employer "How-To" Checklist Download
40 HSA Employer Group Application Download
41 HSA individual enrollment kit - English Download
42 HSA individual enrollment kit- Spanish Download
43 HSA Payroll Deduction - English Download
44 HSA Payroll Deduction- Spanish Download
45 HSA request for return of mistaken employer contribution to HSA Download
46 HSA Administration Instructions - English Download
47 HSA Sterling Online User Guide Download
48 HSA Employer ACH Authorization Form Download