Health Savings Account HSA Contribution Instructions 2026

1. Click ‘Get Form’ to open the Health Savings Account HSA Contribution Instructions in the editor.
2. Begin by filling out the HSA Owner Information section. Enter your name, address, city, state, zip code, account number, social security number, date of birth, and daytime phone number. Select your type of health insurance coverage: Self-Only or Family.
3. Proceed to the Contribution Information section. Input your investment number and specify the amount you wish to contribute along with the contribution date and tax year. Choose the contribution type from options such as Regular, Rollover from an HSA, or Transfer from an HSA.
4. In the Signatures section, ensure that you sign and date the form as the HSA owner or contributor. This certifies that you are authorized to complete this form and that all information is accurate.

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