Testimonials

What They’re Saying...

Employers

Because of the way [Avidia’s member portal] is set up, employees can go in and do their own set up, which is really nice from an employer standpoint. I just have to provide them with a quick overview and they go in and provide their own information. It’s hands-on for them, and hands-off for me.

Tim M, HR Manager

Brokers

They’re a local HSA administrator that’s hands-on, and that’s willing to come out and get eyeball to eyeball with employees to help educate them on the super advantages of the HSA.

Tony M, Broker

Avidia is competent, resourceful, and they communicate well.

Kathy G, Broker

Additional Forms

Setting up a health savings account is simple. When you need a form to set up transactions or change your personal information, Avidia Health is here to help. Find electronic and printable forms below.

Forms	Downloads
Account Maintenance	E-Form Mailed Form
Authorized Signer Form	E-Form Mailed Form
Beneficiary Form	E-Form Mailed Form
Check Order Form	E-Form Mailed Form
Contribution (Excess) Form	Mailed Form
Contribution (Individual) Form	Mailed Form
Contribution Correction Form	E-Form Mailed Form
Distribution Reversal Form	Mailed Form
Eligibility Form	Mailed Form
Health Savings Authorization for Payroll Deduction	Mailed Form
Individual Enrollment Form	E-Form Mailed Form
IRA Transfer Form	Mailed Form
Rollover Form	Mailed Form
Transfer Form	E-Form Mailed Form
Withdrawal Form	Mailed Form

If you need additional assistance, contact us directly and we’ll be glad to send you the forms: 855.472.9399 or HSAinfo@avidiabank.com.

Testimonials

Employers

Brokers

Additional Forms

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