HSA Forms Helpful for Volunteers
Click on the individual form to download.
Check Request Form
Use this form to submit reimbursements for purchase you made to support HSA activities. It is a pdf that can be filled-out on the computer and then printed or emailed. Note: if you intend to fill-out the form, save it, and then go back to it later, consider using Adobe Acrobat. Not all pdf readers will save the information you've inputted on the form.
Use this form to submit reimbursements for purchase you made to support HSA activities. It is a pdf that can be filled-out on the computer and then printed or emailed. Note: if you intend to fill-out the form, save it, and then go back to it later, consider using Adobe Acrobat. Not all pdf readers will save the information you've inputted on the form.
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.
