HSA Forms Helpful for Volunteers
Click on the individual form to download.
Reimbursement Form
Use this form to submit reimbursements for purchase you made to support HSA activities.
Use this form to submit reimbursements for purchase you made to support HSA activities.
Pennsylvania Exemption Certificate REV-1220
Merion HSA is a 501(c)(3) charitable organization with a tax exempt number. The tax exempt number allows purchases for HSA activities to be excluded from having sales tax applied. If you are purchasing a taxable item, then you may request a copy of the Pennsylvania Exemption Certificate form to give to the seller. Please always check with customer service at a store before heading to the register. Many stores have registration procedures in place. We also have tax exempt customer numbers for certain stores. Click on the above link to request a copy of the form or to confirm if we are registered at a certain store already.
Merion HSA is a 501(c)(3) charitable organization with a tax exempt number. The tax exempt number allows purchases for HSA activities to be excluded from having sales tax applied. If you are purchasing a taxable item, then you may request a copy of the Pennsylvania Exemption Certificate form to give to the seller. Please always check with customer service at a store before heading to the register. Many stores have registration procedures in place. We also have tax exempt customer numbers for certain stores. Click on the above link to request a copy of the form or to confirm if we are registered at a certain store already.