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HSA Application - Setting up a Health Savings Account has never been easier! Simply fill out the HSA application and begin saving today.

HSA Custodial Booklet

HSA Transfer Form - Use this form to authorize the transfer of your existing Health Savings Account assets currently held by another Custodian/Trustee.

Please fax or mail the appropriate forms to:
Merchants Bank and Trust
Attn: Health Savings Accounts Department
111 N. State Street
West Harrison, IN 47060
Phone: (812) 637-3232
Toll Free: (800) 230-1384 ext. 3232
Fax: (812) 637-2441
E-Mail: Erika.Hill@mymbt.com

The U.S. Department of the Treasury’s two-page overview of Health Savings Accounts is a helpful reference with information about tax advantages, how to open an HSA, contributing to your HSA, and using your HSA.

The U.S. Treasury Web site contains additional information about HSAs and how they work.

Qualified Medical Expenses are described in IRS Publication 502.

Internal Revenue Service (IRS) Web site