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CLICK ON A DOCUMENT TO RETRIEVE

Document Document Title Instructions
Aetna Beneficiary Designation Form

Complete this form to designate a beneficiary for your Aetna HealthFund HSA.

Aetna HealthFund Account Authorization Form

Please complete this form if you wish to allow authorization to another person to access your account. Click on the link to open the form in a new window and print it.

Aetna HealthFund HSA Employee Enrollment Form

Use this form to enroll an employee in an Aetna HealthFund HSA.

Aetna HealthFund HSA Employer Enrollment Form

Use this form to enroll an HealthFund HSA employer.

Aetna Rollover Form

Complete this form to rollover funds into your Aetna HealthFund HSA which have already been distributed to you from another custodian.

Aetna Transfer Form

Complete this form to transfer monies directly from another custodian to your Aetna HealthFund HSA.

Change of Personal Information Form

Use this form to update/change your personal information on file with HealthEquity.

HealthEquity HSA Custodial Agreement

The agreement between HealthEquity and the Member for HealthEquity to act as custodian for the Member's Health Savings Account.

Note: Most of the documents in the sections above require Adobe Reader to view/print. The link below can be used to download the latest version of the Adobe Reader.

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