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.