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HEALTH SAVINGS ACCOUNTTRANSFER REQUEST FORM INSTRUCTIONS Use this form to initiate a direct transfer of funds from your HSA with another trustee/custodian to an HSA with Alerts Retirement and Benefits.
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Use this form to report your income for the tax year.
Individuals who have earned income during the tax year.
Fill out the form with accurate information about your income sources.
The purpose is to report your income to the tax authorities.
You must report all sources of income, including wages, interest, and dividends.
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