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  1. Forma Admins
  2. Common Questions about HRA and HSA Benefits
  3. Health Savings Accounts (HSA)

Health Savings Accounts (HSA)

  • HSA Last-Month Rule and File Processing Considerations
  • How Medicare enrollment affects HSA contributions
  • Do you allow employees who are not enrolled in the HDHP to open an HSA with you?
  • HSA individual transfer process
  • HSA Bulk Transfer Process
  • Is there a minimum balance to start investing?
  • What is your approach to managing investment choices?
  • What is CIP?
  • What are the different types of HSA beneficiaries?
  • What should HSA members do if they didn't sign the Thread migration agreement but still want to open an HSA with Forma?
  • What tax implications should employees consider if they transferred their HSA account during the Thread migration?
  • What tax implications should employees consider if they closed their HSA account during the Thread migration?
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