HSA FAQ | Benefits | Human Resources

Health Savings Account FAQs and Resources

Frequently Asked Questions

The following questions and answers will help you better understand the Health Savings Account (HSA). If your question is not addressed here email your question to .

A. Account basics B. Eligibility C. Healthcare Flexible Spending Accounts (FSA)

D. HSA contributions E. Using HSA funds F. HSA recordkeeping

G. Tax implications H. Investment options I. Turning age 65 and your HSA

J. Leaving the university K. Excess contributions L. HSA beneficiaries

Resources & Forms

Resources

Change Your HSA Contribution Amount
Comparing the HSA and Healthcare FSA
HSA Eligible Expenses List
HSA Prorated Maximum Information (2024)
HSA Tax Information
IRS Forms and Publications
Medicare & HSAs
Name or Update Your HSA Beneficiaries
WEX Web & Mobile App Login Instructions
Online Account Security

FormsMost of these forms can be completed electronically. To do so, download the PDF and open in Adobe Reader.

Additional Debit Card Request Form
HSA Beneficiary Change / Spousal Consent Form
HSA Contribution Form
HSA Death Distribution Request Form
HSA Direct Deposit Authorization / Termination Form
HSA Distribution Request Form
HSA Enrollment / Change Form
HSA Power of Attorney Form
HSA Transfer Form

Publications

2024 HSA Booklet
Schedule of Fees
HSA Investment Options List
IU Benefit Card Terms and Conditions
Important Information on Patriot Act Requirements
Medicare & Health Savings Accounts FAQ
Electronic Disclosure
Custodial Agreement and Disclosure Statement

Access My HSA

Customer Service

WEX

Phone: 800-284-8412
Email:

Website: www.benefit-info.com/iu/

IU Human Resources

Phone: 812-856-1234
Email: