Health Savings Accounts
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Managing your FlexHSA®
Contributions
For tax reporting purposes, all contributions to your FlexHSA® should be made to our banking relationship. Click here to learn more about how contributions work and calendar year maximums. Please click here to learn how to make subsequent contributions.
Investments
FlexHSA® offers a wide range of investments to our Premier Account Holders including traditional investments and some alternative investments. Premier Account Holders may purchase traditional investments and view
their account holdings and detailed information about their account through PCM. Account holders interested in an alternative investment should call (888)
FLEXHSA.
Rollovers & Transfers
You have the ability to transfer/rollover assets from an existing HSA, MSA, IRA, FSA and HRA (in some cases).
Click here to learn more and access our HSA Transfer Form.
Distributions/Withdrawals
The easiest way to access the funds in your account is by using your FlexHSA® debit card and/or checks. If, for some reason, you need to contact us directly to withdraw funds, click here for further instructions and our HSA withdrawal form.
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