How do I find my HSA tax forms?

Your annual tax forms will be mailed to the address on file by January 31st each year. If you prefer to have a digital copy, follow the instructions below to download your forms.

Download Instructions:

  1. Log in to your account and select Manage My Reimbursement Account.
  2. Click the red menu on the top left, click My Accounts, then select Benefit Account Summary.
  3. Select the Tax Forms link in the Account Resources section. This is located just above your account balance graph.
  4. You may be prompted to complete a PDF verification step. Follow the instructions provided.
  5. Select the form name to download. 
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