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  1. Forma
  2. Pre-tax
  3. HSA

HSA

  • How do I liquidate my Forma HSA investments?
  • 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?
  • Can I save my HSA receipts in Forma?
  • How do I reimburse myself with my HSA money?
  • Can I invest my HSA money?
  • What can I invest my HSA money in?
  • Can I move money between my 401(k) and HSA?
  • Can the investment account fee be waived?
  • What happens to my dividends or interest earned on my mutual fund investments?
  • How can I close my HSA investment account?
  • Can I make HSA contributions that go towards last year?
  • What is CIP? How do I complete CIP?
  • How do I manage my HSA if I leave my employer?
  • Can I close my HSA?
  • How will I receive HSA account statements?
  • Do my HSA funds expire?
  • Who can make contributions to an HSA?
  • Who owns an HSA?
  • When can I change my HSA contribution amount?
  • How can I view my HSA account statement?
  • What is Forma's approach to managing investment choices currently?
  • Can I set up auto-investment (e.g. have all contributions above $XXX automatically be invested)?
  • Is there a minimum balance to start investing?
  • What are the benefits of investing my HSA money?
  • HSA Tax Forms
  • What are the types of HSA transactions?
  • How to Manage Your HSA expenses (WealthCare Saver)
  • What is the relationship between a high deductible health plan and an HSA?
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