Health Savings Accounts
Wolters Kluwer Financial Services offers HSA solutions that allow you to focus on growing your business.
HSA E-Forms Module
Electronic forms from Wolters Kluwer Financial Services allow you to document transactions throughout each account’s lifecycle. The HSA E-forms module includes the documents you need to establish Health Savings Accounts and process ongoing account transactions. E-forms eliminate the need to warehouse forms that may be rendered obsolete due to rule changes.
Our electronic documents support most consumer deposit programs and integrate with many Wolters Kluwer Financial Services partner software solutions.
The HSA E-Forms Module includes documents such as:
- Health Savings Account Organizers and Booklets for account establishment
- HSA contribution documents
- HSA distribution documents
- Earnings calculation documents for excess contribution transactions
- Rollover and transfer request documents
- Rollover review documents for account owner verification of their eligibility for a rollover transaction
- Designation or change of beneficiary form
- Account Information Sheet to help meet Customer Identification Program requirements
- And more
If interested in more information on our HSA Electronic Documents or purchasing, please complete our Request More Information Form or use our IRA Document Order Form.
