Health Savings Account

Download the HSA Forms

The forms are fill-able PDFs.

Click on the forms and save to your computer fill them out then Print & Sign!

You will need Acrobat reader to view and fill in the forms.
[click here for the latest version of ACROBAT READER ]

Account Type Required Forms
Health Savings Account Application
Fee Schedule
5305-C HSA Disclosure
Client Release Form
         Optional Forms
Roll Over / Direct Rollover Form
Transfer Form

Print & Sign

Sign your forms and make a copy for your records. Please be sure to include a copy of your photo ID and a check or money order including your account setup fee and minimum annual fee, per the fee disclosure.

Please do not email the form. Email is not a secure medium.
Banking regulations stipulate that the signed documents be delivered to Next Generation Trust

Mail them in

Mail to:
Next Generation Trust Services
75 Livingston Ave., 3rd Floor
Roseland NJ 07068