Enrollment Form
For use when you have a new enrollee. Submit the Enrollment Form along with a check for the new enrollee(s). Do not include new enrollees on the Contribution Worksheet. First Horizon Msaver will update your Contribution Worksheet and send it to you once the account is established.
Request for Transfer to a Health Savings Account Form
For use when you have an employee that has an HSA with another financial institution. This form can be used for employees to transfer funds from another financial institution to the First Horizon HSA.
Distribution Form
For use when an employee requires a distribution from their HSA other than a normal distribution. This form is used for requesting various types of distributions such as excess contributions, prohibited transactions, transfers to spouse, death, disability or revocation.
Rollover Review Form
For use when an employee has a rollover contribution. The employee should include this form with the rollover funds to be properly coded for tax purposes.
Designation or Change of Beneficiary Form
For use when an employee needs to designate or change beneficiaries.
Add or Remove Authorized Signers Form
For use when an employee needs to Add or Remove Authorized Signers on the HSA Account.
ACH Authorization Form
For use when an employee needs to setup ACH Authorizations
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2008 Contribution Limits
Searching to find the 2008 HSA Contribution Limits?