Collin W. Fritz & Associates,Ltd.
"The Pension Specialists"tm

 
   
 
Collin W. Fritz and Associates giving you the competitive edge
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HSA Procedures Manual
available in software or printed format

CWF's Health Savings Account (HSA) Procedures Manual will help you operate with the most current rules.

A valuable resource to you and your staff:

    • Beginning with a definition and explanation of what a HSA is, CWF's HSA Procedures Manual progresses systematically through the many steps in administrating a HSA. The manual addresses problem situations and offers solutions.
    • This HSA Procedures Manual provides your personnel with clear, well-organized information on how the properly document transactions such as opening an account, transferring or rolling over a HSA, making distributions and much more.
    • The manual explains when a form must be used, what must be completed, and why it must be completed. Examples of forms are provided, as well as up-to-date information on HSA rules.
    • CWF's HSA Procedures Manual is a comprehensive resource you can use to train new personnel and instruct them in the many of the basic rules governing HSAs.