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  1. Forma
  2. Using your HSA

Using your HSA

Basics & Overview

  • What is an HSA?
  • Who owns an HSA?
  • Do my HSA funds expire?
  • How can I view my HSA account statement?
  • How do I access my Forma HSA tax forms?
  • What happens if I used my HSA to pay for non-medical expenses?
See all 17 articles

Transfers

  • What are the different ways I can transfer HSA money into Forma?
  • How do I transfer my HSA funds to Forma through bulk transfer?
  • How do I transfer my HSA funds to Forma through an individual transfer?
  • How do I transfer my Forma HSA to another HSA account?
  • Can I make HSA contributions that go towards last year?
  • If I moved my HSA as part of the banking migration, what tax implications do I need to keep in mind?
See all 7 articles

Contributions

  • When and where can I change my HSA contribution amount?
  • Who can make contributions to an HSA?
  • How do I deposit money into my HSA?
  • HSA Tax Forms
  • What are the types of HSA transactions?
  • What happens if I over-contribute to my HSA?

Investing

  • What can I invest my HSA money in?
  • Is there a minimum balance to start investing?
  • How do I set up recurring HSA investments?
  • How do I make updates to my recurring HSA investments?
  • HSA after-hours orders
  • HSA performance graph
See all 13 articles
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