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We
don't have to tell you that HSA documentation can be confusing.
There can numerous types of HSA transactions, all requiring different
documents. Many times HSA personnel have questions about which forms
need to be completed and how to complete them.
CWF has developed
this software system specifically to improve customer service and
to be cost-effective with respect to preparing HSA administration
documentation.
Comprehensive
Coverage and Better Compliance:
This large selection of forms allows HSA personnel to handle almost
every type of HSA transaction imaginable - for either regular or
self-directed HSAs.
The forms
are intentionally dual-designed to furnish the accountholder with
a comprehensive explanation of the HSA transaction while promoting
the interest of the HSA custodian. Specialty HSA forms allow for
better administration, better customer service and they limit any
potential liability for the financial institution.
All
of CWF Software can be utilized in any Windows and Networking
environments.
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These specialty forms are included in this system.
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Topical Arrangement of HSA Forms:
The system is designed to simplify the HSA tasks for the user.
HSA transactions have been classified into various categories
or topics. The user selects the right topic and then is informed
what forms need to be completed.
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Step-by-Step Direction to Complete each Form:
This system will guide the user through the completion of each
form. This system will indicated whether the completion of a
certain section of the form is mandatory or permissive.
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Individual Listings of ALL forms:
For the user who knows exactly which form or forms he or she
wishes to produce, the system will allow the production of individual
forms and will not require the use of the topical method.
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History of all completed forms:
As the user inputs information into the system, every one of
the HSA transactions will be stored. You may use this information
in any number of ways.
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Reduced Costs - Save Labor and Increase Productivity:
Maintaining inventories of paper forms can be expensive. This
is especially true of you only use small quantities of various
forms. Within a short time, your HSA personnel will be able
to produce more efficiently the necessary HSA documents than
a typewriter or manual system.
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Easy to "Customize" the System for your Institution:
Your institution may wish to use only certain selected forms.
It is easy to "mask" or "shut off" these other forms so your
HSA personnel cannot use them.
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Staying Abreast of Law and Regulatory Changes:
It is much easier for CWF and the HSA Custodian to update forms
via the internet. There will no longer be any outdated inventory
to remove from the shelf.
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