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For 1099-SA / 5498-SA forms covering January 1 - November 13, 2017: Bank of America's HSA helpline is 1-866800-791718-02506710.
For 1099-SA 5498-SA forms covering November 14 - December 31, 2017: Highmark's helpline 1-866-474-0924 (Acclaris doesn't have a direct customer service phone number to call - you'll need to contact Highmark. Highmark can help you register to access your HSA account online and then they can access your form to send you or they can assist you in how to access the form online).
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The Highmark website currently has the Acclaris 1099-SA and 5498-SA form available for download - for the period covering November 14 - December 31, 2017. Reliant has been informed that Bank of America 1099-SA and 5498-SA forms will NOT be available on the Highmark website so it's important to watch for the mailed copy and to keep it with your tax records. If you cannot find your Bank of America 1099-SA and 5498-SA form - you will need to contact Highmark and they can request a duplicate copy from Bank of America. IMPORTANT: Highmark has told us this process may take a few weeks so please do NOT wait until the tax deadline to reach out and expect them to be able to provide this form quickly. Highmark's customer service number to call is 1-866-472-0924. Information that may be helpful to locate you in the Highmark/Bank of America systems: Bank# 07201, Payer's EIN 94-1687665 1099-SA frorms were issued by: Bank of America, N.N. - benefit Solutions HSA P.O. Box 25165 Lehigh Valley, PA 18002-5165 |
- Go to https://www.highmarkbcbs.com/home/ and log in to your HSA account.
- Click on Spending. Select the link "Get details, cash statements, tax forms & deposit slips" (if the link doens't work make sure you allow pop-ups on this site from your browser)
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