UBT maintenance forms
- Update Account Owner Information
- HSA Transfer In
- HSA Withdrawal
- Qualified HSA Funding Distribution Request
- HSA Beneficiaries
- Power of Attorney/Guardian
- Request HSA Account Info
- HSA Contribution
- HSA Correction of Mistaken Contribution
- HSA Add/Update Authorized Signer
- Update HSA Contribution Type
IRS resources
- IRS Form 1099-SA (Distributions)
- IRS Form 5498-SA (Contributions)
- Instructions: 1099-SA/5498-SA
- IRS Form 8889 (HSA)
- IRS Publication 969
