Instructions

  1. Complete and submit this form,
    then check your email
  2. Enrollment requests are held
    until email is confirmed
  3. Enrollment data is validated,
    then funds are transferred

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Enrollment Form

Step 1: Contact Info Step 2: Bank Details Step 3: Fund Selections

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Set Your Future Investment Elections

Your future investment elections determine how future dollars contributed into your myHSAinvestments HSA investment account are invested. It is important to know that your future investment elections change future incoming funds only and will not change your current investment balances.

You have 100 percentage points of elections to spread across all of the available funds. You can pick any number of funds and investment election amounts per fund. Everything must add up to 100%.

Total Percentage
0%
Must be 100%
Fund Name Ticker Resource Links Future
Investment Elections
Large Cap
American Funds New Economy NEFFX PS MS
T. Rowe Price Dividend Growth PRDGX PS MS
Columbia Disciplined Growth CLQZX PS MS
Columbia Large Cap Index NINDX PS MS
Vanguard 500 Index VFIAX PS MS
Vanguard Balanced Index VBIAX PS MS
Vanguard Equity-Income VEIRX PS MS
Mid Cap
First Eagle Fund of America FEAFX PS MS
Vanguard Mid Cap Index VIMAX PS MS
Victory Sycamore Established Value VEVIX PS MS
Columbia Mid Cap Index NMPAX PS MS
Small Cap
Janus Triton JSMGX PS MS
John Hancock Small Cap Value JSCBX PS MS
Columbia Small Cap Index NMSCX PS MS
International
American Funds Europacific Growth AEPFX PS MS
Vanguard Developed Markets VTMGX PS MS
PIMCO StocksPLUS Intl (USD-Hedged) PIUHX PS MS
Fixed Income
Goldman Sachs Short Duration Govt GDFIX PS MS
Templeton Global Bond TGBAX PS MS
DFA Govt Fixed-Income DFIGX PS MS
Vanguard High-Yield Corporate VWEAX PS MS
Vanguard Long-Term Investment-Grade VWETX PS MS
Vanguard Short-Term Corp Bd Index VSCSX PS MS
Ivy High Income IVHIX PS MS
Specialty
Cohen & Steers Real Estate Securities CSDIX PS MS
Allocation
Franklin Income FRIAX PS MS
Vanguard LifeStrategy Cnsrv Gr VSCGX PS MS
Vanguard LifeStrategy Moderate Gr VSMGX PS MS
Vanguard LifeStrategy Growth VASGX PS MS
Vanguard LifeStrategy Income VASIX PS MS
Vanguard Wellesley Income VWIAX PS MS

Success!

Thank you for your submission. Please check your email for the confirmation link. If you do not receive the email or do not click the confirmation link, we will be unable to complete your enrollment.

If any part of your enrollment application was left incomplete or we need additional information, someone will be in touch with you. Thank you!

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