Efficiently establish and maintain health savings accounts (HSAs) with Ascensus’ easy-to-use, IRS-approved HSA forms and documents. Ascensus' document experts draft opening documents and ancillary forms that help ensure compliant HSA establishment and maintenance.

  • Contribution/investment 
  • Eligibility and information 
  • Transfers and rollovers
  • Withdrawals
  • Designation of beneficiary
  • Excess worksheet
  • Qualified HSA funding distribution


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