HSA Home Page

HSA Employer and Insurance Agent Center

HSA Individual Center

HSA Information Center

HSA Forms Center

Individual Bank of Oak Ridge HSA Enrollment Kit - Click Here to open and download our HSA enrollment kit for individuals.

Employer or Insurance Agent Bank of Oak Ridge HSA Enrollment Kit - Click Here to open and download our HSA enrollment kit for individuals.

Transfer, direct rollover or rollover involving a check - Click Here to move existing HSA money held with another MSA/HSA custodian directly to Bank of Oak Ridge, to move MSA or HSA money with another custodian and establish an HSA with Bank of Oak Ridge, or to move former MSA/HSA money to Bank of Oak Ridge within your 60 day rollover decision period.

HSA Designation Form - Click Here to designate beneficiaries in the event of death.

HSA Withdrawal Form - Click Here to remove money from your account or to close your HSA.

HSA Address Change Form - Click Here to inform us of your new address. Signatures are required for all address changes.

Power of Attorney (POA) Authorization - Click Here to inform us of your new address. Signatures are required for all address changes.

Accountholder Contributions by Mail Form - Click Here if you are a individual, self-employed, or an employee and want to send contributions to us by mail.

Employer Contributions by Mail Form - Click Here if you are an employer and you send contributions on behalf of your employees.

Electronic Employer Sent Contribution Form - Click Here if you are an employer and you want to send either payroll deducted employee contributions or employer provided contributions electronically on behalf of your employees.