Topic: Health Savings Accounts
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TruStage: Health Savings Account (HSA) Program Page
HSA Product overview and features. (TruStage now redirects to Ascensus.)
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NCUA: 12 CFR 724
Trustees and Custodians of Certain Tax-Advantaged Savings Plans
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NCUA: 12 CFR 721.3(m)
Incidental Powers, for federally-chartered credit unions. What categories of activities are preapproved as incidental powers necessary or requisite to carry on a credit union’s business? 721.3(m) Trustee or custodial services. […]
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Wisconsin Department of Revenue: Health Savings Accounts
This site provides information about the treatment of HSAs under Wisconsin tax law.
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IRS: Publication 969 – Health Savings Accounts and Other Tax-Favored Health Plans (2019)
Health Savings Accounts and other Tax-Favored Health Plans.
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IRS: Notice 2004-2 (for HSAs) (January 12, 2004)
This bulletin contains HSA guidance.
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IRS: Health Savings Trust Account [Form 5305-B (Rev. December 2011)]
Health Savings Trust Account model form.
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IRS: Health Savings Custodial Account [Form 5305-C (Rev. December 2011)]
Health Savings Custodial Account model form.
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0077 Tax-Advantaged Accounts
This release provides a brief introduction to IRAs and other tax-advantaged accounts.
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Wis. Stats: 186 Credit Unions (state-chartered only) as regarding Health Savings Accounts
186.113(6) Trust Services.