[ Downloads and Forms ]

Find helpful forms and more below.

Participant Forms

• Change in Status Form
• Direct Deposit Authorization

Fifth Third Bank HSA Forms

• 5th3rd HSA Overview
• 5th3rd HSA Account Application
• 5th3rd HSA Required Disclosures

IRS Forms & Instructions

• 2004 IRS Form 2441
• 2004 IRS Form 2441 Instructions
• 2004 IRS Form 5329
• 2004 IRS Form 5329 Instructions
• 2004 IRS Form 5500
• 2004 IRS Form 5500 Instructions
• 2004 IRS Form 8889
• 2004 IRS Form 8889 Instructions
• 2005 IRS Form 5498-SA
• 2005 IRS Form 1099-SA
• 2005 IRS Form 5498-SA and 1099-SA Instructions
• 2005 IRS Form 941
• 2004 IRS Form 941 Instructions
• 2005 IRS Form W-2
• 2005 IRS Form W-2 and W-3 Instructions

IRS Publications

• IRS Publicatoin 15-B
• IRS Publication 969

HSA Resources

• HSA - Qualified Medical Expenses
• IRS Notice 2004-23 Preventative Care
• IRS Notice 2004-23 Prevent #D251C
• IRS Notice 2004-25 Expense Transition
• IRS Notice 2004-50 88Q&A
• Rev Proc 2004-22 Rx Transition
• Rev Rul 2004-38 Rx Plan Coverage
• Rev Rul 2004-45 Benefit Plan Interaction
• Rev Rul 2005-25 Coverage of Married Individuals
• Treasury Department HSA Basics

HRA Resources

• 2002 HRA DOT Release
• HRA - Qualified Medical Expenses

Health FSA Resources

• Health FSA - Qualified Medical Expenses

FSA Resources

• IRS Notice 2005 42 - FSA Grace Period
• PLR 200521003 Tuition as Medical Care

Adoption Assistance Plan Resources

• Adoption Assistance

Dependent Care Assistance Plan Resources

• Qualified Dependent Daycare Expenses

Qualified Transportation Plan Resources

• Transportation and P#D5860
• Transportation and Parking Expenses