Forms required for new account opening can be produced from CU*BASE like other share or share draft accounts.  CUNA produces applicable forms which comply with HSA regulations as well. 

CUNA forms that credit unions may want to obtain include:  HSA Custodial Application which documents the beneficiary information, HSA Contribution Direction, and HSA Withdrawal Instruction.

Annually, according to the IRS schedule, the 1098-SA for distributions from the account and 5498-SA for contributions to the account will be produced from CU*BASE.  These forms are produced on the same schedule as IRAs and have similar content.