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.
- Log in to your account and select the blue Manage My Reimbursement Account button.
- From the red navigation bar, hover over My Accounts, then select Benefit Account Summary.
- Select the Tax Forms link. This link is located just above your account balance graph.
- You may be prompted to complete a PDF verification step. Follow the instructions provided.
- Select the form name to download.