Health Savings Accounts Resources

You can start here to learn more about the Merchants Bank & Trust Health Savings Accounts as well as the benefits of Health Savings Accounts!

HSA Application

Setting up a Health Savings Account has never been easier! Simply download and complete the HSA application and begin saving today!

HSA Application
(HSAapp2012.pdf; 100KB)

HSA Transfer Form

Simply download and complete this form to authorize the transfer of your existing Health Savings Account assets currently held by another Custodian/Trustee.

HSA Transfer
(HSATransfer.pdf; 360KB)

HSA Custodial Booklet

HSA Custodial Book
(HSACB.pdf; 2.7MB)

Please fax or mail the appropriate forms to:

Merchants Bank & Trust
Attn: Health Savings Accounts Department
111 N. State Street
West Harrison, IN 47060
Phone: (812) 637-3232
Fax: (812) 637-2441

The U.S. Treasury Web site contains additional information about HSAs and how they work. Click here to learn more.

To learn more about which medical expenses are eligible for coverage, please read the details in the IRS publication 502.

IRS publication 502
(IRSp502.pdf; 1.3 MB)

For more information on the Internal Revenue Service, please click here to visit the IRS.gov wesbsite.