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

Forms

  • HSA Enrollment / Change Form
  • Visit the WEX website for the following forms: 
    • Additional Debit Card Request Form
    • HSA Contribution Form
    • HSA Death Beneficiary Change Form
    • HSA Death Distribution Request Form
    • HSA Direct Deposit Authorization / Termination Form
    • HSA Distribution Request Form
    • HSA Power of Attorney Form
    • HSA Transfer Form

Access My HSA

Customer Service

WEX

Phone: 800-284-8412, Option 1
Email:

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

IU Human Resources

Phone: 812-856-1234
Email: