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Retrieve tax forms and statements (HSA)

Written by Aimee Reynard
Updated 4 months ago

From your Ameriflex account, click HSA account details

Tax forms:

Tax forms are available for download in PDF format on this page. Once generated, these documents will be stored in the online portal for three years.

Click the delivery preferences button to change your delivery method. You can choose from electronic only, or both paper and electronic delivery. If you choose electronic only, you must complete a brief verification test to ensure you can open and view PDF files. 

If you choose the paper delivery method, there may be additional fees assessed to your account. 

Statements:

Like tax forms, statements are also available in PDF format. Statements will generate and populate on this page between the 1st and 15th of each month. Statements will include all transactions for the prior calendar month. These statements get stored in the online portal for 18 months from the time they are generated.

Like tax forms, you can click the delivery preferences button to change your preferred delivery method.

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