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Procedures Manual

Available in software
or print format

CWF's Health Savings Account (HSA) Procedures Manual will help you operate with the most current rules. A valuable resource to you and your staff:

  1. Beginning with a definition and explanation of what a HSA is, CWF's HSA Procedures Manual progresses systematically through the many steps in administrating a HSA. The manual addresses problem situations and offers solutions.
  2. This HSA Procedures Manual provides your personnel with clear, well-organized information on how the properly document transactions such as opening an account, transferring or rolling over a HSA, making distributions and much more.
  3. The manual explains when a form must be used, what must be completed, and why it must be completed. Examples of forms are provided, as well as up-to-date information on HSA rules.
  4. CWF's HSA Procedures Manual is a comprehensive resource you can use to train new personnel and instruct them in the many of the basic rules governing HSAs.



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