HSA HOME DOCUMENTS & FORMS DOCUMENTS & FORMS Documents How to transfer your HSA Custodial agreement Request for treatment as an assistance eligible individual Forms HSA transfer/rollover form Beneficiary designation form Electronic funds transfer (EFT) setup form Publications/Guides HSA member guide The Complete HSA Guidebook Investment guide IRS publication 502 IRS publication 969 Individual Support Business Support Products About Follow us Connecting Health and Wealth © 2002-2020 HealthEquity, Inc. All rights reserved | Legal Notices | Privacy Policy Language Assistance/Non-Discrimination Notice Asistencia de Idiomas/Aviso de no Discriminación 語言協助 / 不歧視通知