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