HSA forms

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Download and follow the instructions printed on a variety of account forms to complete common account maintenance tasks. Sign in to your account to access forms:

Excess contribution refund
Contribution corrections
Redeposit funds withdrawn in error from your account
Rollover funds from an IRA
Name change
Designate a beneficiary.
- For SSN/TIN beneficiaries, sign in.
- For Estate and Trust beneficiaries, use this tax form.

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