Forma Account
- HSA performance graph
- How do I add beneficiaries to my HSA?
- Can I save my HSA receipts in Forma?
- How do I reimburse myself with my HSA money?
- Can I make HSA contributions that go towards last year?
- How can I view my HSA account statement?
Investing
- HSA after-hours orders
- Setting up recurring HSA Investments
- Making updates to recurring HSA investments
- How do I move my current investment into a different ETF?
- How do I liquidate my Forma HSA investments?
- Can I invest my HSA money?
Transfers
- Individual transfer process to move my HSA money into Forma
- Bulk transfer process to move my HSA money into Forma
- How do I transfer my HSA funds to Forma myself from another HSA account?
- How do I transfer Forma HSA funds to another HSA account?
- What are the different ways I can transfer HSA money into Forma?
General
- What's the difference between excess contributions and mistaken contributions?
- How do I access my 2023 Forma HSA tax forms?
- How do I deposit money into my HSA?
- Can I move money between my 401(k) and HSA?
- What is CIP? How do I complete CIP?
- How do I manage my HSA if I leave my employer?