HSA Trustee Transfer Form (Outbound)
This form is used to do a trustee-to-trustee transfer from your HSA administered by BRI to another HSA provider.
HSA Trustee Transfer Form (Inbound)
This form is used to do a trustee-to-trustee transfer from an existing HSA to your new HSA administered by BRI.
Medical Necessity Directive Form HSA
To use for personal documentation of medical services/items, such as over-the-counter medicines and drugs, that require additional documentation from a licensed health care provider. (Retain for your records.)
Enrollment/Change Form HSA
To enroll or make changes in your HSA program.
