AGENT RESOURCES AND TOOLS

Frequently requested Health Savings Account Resources & Tools.

• Nuts & Bolts of Consumer Driven Health Care (MS PowerPoint)
• Health Savings Accounts Overview
• MSA vs. HSA
• HRA vs. MSA vs. HSA
• Qualified Medical Expenses
• Who is Home Federal? Profile Sheet

Quick Reference Forms for Agents

New Account Forms and Information:

• 2009 HSA Application For (1)New customers; (2) Adding new employees to Employer Groups and; (3)Fill out when conducting Rollovers and trustee to trustee Transfers.
• HSA Individual Process Print out and provide with the application for a step by step process for opening the Health Savings Account.

General Forms and Information:

• HSA Beneficiary Form Both the primary and secondary beneficiaries are completed at account opening. Used to make changes to beneficiaries after account is established or if beneficiaries were not designated at account opening.
• HSA Rollover Request Form Rollover from an MSA to HSA, or HSA to HSA when customer has a physical check from MSA/HSA and needs to open new Health Savings Account with Home Federal. (INSTRUCTIONS: Customer fills out and sends to Home Federal with a completed Home Federal HSA application.)
• HSA Transfer Form Transfer MSA/HSA to Home Federal from other Health Savings Provider. (INSTRUCTIONS: Customer fills out and sends to Home Federal with a completed Home Federal HSA application. Home Federal will work with Health Savings Provider to transfer funds to Home Federal).
• HSA Customer Account Agreement
• HSA Service Charges and Fees

Investment Forms and Information:

• HSA Mutual Funds Describes the mutual fund process and lists the available fund options. Also, has broker contact information.
• Transfer Mutual Fund Assets from Home Federal to Delaware Used when moving assets from Home Federal to Delaware.
• Transfer Mutual Fund Assets from Delaware to Home Federal Used when moving assets from the Delaware account to Home Federal.

Agent Authorization Forms:

• HSA Agent Authorization Only used when group requests specifically the agent to have access to account information. Not recommended as the customer should call Home Federal directly to gather their personal account information
• HSA Authorization Account holder did not designate a Power of Attorney at account opening and would like to authorize a spouse or dependent child to access information on their account.

Employer Forms and Information:

• HSA Employer Process Step by Step process for the Employer to set up employees with the Health Savings Account.
• HSA Employer Information Sheet Profile sheet providing Home Federal the contact information of the individual conducting the affairs of a particular employer group.
• HSA Employer Deposit Distribution List Used to direct Home Federal as to the employees who are to receive contributions. PDF format.
• HSA Employer Deposit Distribution List

Agent Signup Forms:

• HSA Sales Agreement To authorize Home Federal to assign the agent identification number
• HSA W-9 If more than $600 is commission is paid to the agent the IRS must be notified.