Below is a list of commonly used forms when signing up for an HSA. Account specific forms can be found by logging in to your account at https://go-retire.com/myhsa. If you do not see what you are looking for or if you have any questions, please contact our Help Desk at: 1 (800) 576-9472, 7:30 a.m. – 5:00 p.m. CT, Monday – Friday.
Qualified Medical Expenses
The maximum amounts allowed for contributions can change from year to year. Below are the most recent yearly amounts provided by the IRS. However, changes can occur at any time.
For the most up-to-date information, please refer to IRS Publication 969 for any recent changes that may not be reflected here.
Lost or Stolen Debit Card?
To report a lost or stolen debit card, please call 1-800-576-9472. If no one is available or it is after hours, please leave a message which includes the account holder’s name, the card holder’s name (if dependent card) and a call back number. A customer service representative will return your call as soon as possible.
You will want to monitor all transactions on your account (You will find a Claims History Widget on the Home Page of your online account). Most fraudulent activity must be reported within 50 days. A customer service representative will be happy to assist you with the claim process.