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 the blue Manage My Reimbursement Account button.
  2. From the red navigation bar, hover over My Accounts, then select Benefit Account Summary.
  3. Select the Tax Forms link. This link 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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