How to Invest HSA?

Check if you are eligible for an HSA

Enroll in a qualifying high-deductible health plan

Choose an HSA provider such as a bank, credit union, or financial institution

Confirm you are eligible for an HSA

Enroll in a qualifying high-deductible health plan

Choose an HSA provider

Confirm you are enrolled in a high-deductible health plan

Check that you are eligible to open a health savings account

Choose a bank, credit union, or HSA provider

Check that your health plan is HSA-eligible

Open an HSA through your bank, employer, or HSA provider

Contribute money to the HSA within IRS limits

Check Form 8889, Health Savings Accounts (HSAs)

Look for HSA contributions reported on Form 8889, Part I

Look for HSA distributions reported on Form 8889, Part II

Open Canva and sign in

Search for “Vision Board” in the template search bar

Choose a vision board template or start with a blank design