Tools
We have developed a variety of tools to help you get the most out of your HSA.
Eligibility & Contribution Worksheet
A simple worksheet that helps you determine whether you are eligible to open an HSA and your contribution limit. Use this Worksheet for 2008 tax year contributions.
Qualified Medical Expense Listing
This form contains a detailed listing of expenses that are and are not considered Qualified Medical Expenses by the IRS.
Qualified Medical Expense Tracking Worksheet
We have developed this simple form to help you keep track of your HSA expenditures by date and participant.
Tax Savings Worksheet
Interested in understanding the tax benefits of an HSA? This worksheet was designed to help you estimate the possible federal tax savings you can achieve by contributing to an HSA.
IRA to HSA Worksheet
This Worksheet explains the rules for moving money from an IRA to an HSA.
Testing Period Worksheet
This Worksheet explains the rules for the HSA Testing Period.
Distribution Worksheet
Use our Distribution Worksheet to better understand the types of permissible HSA distributions and associated tax consequences.