Optum Bank HSA Support Resources
Account Holder Collateral
- Introduction to HSAs
An overview of the tax benefits of an HSA, eligibility requirements, contribution limits and qualified medical expenses.
- The link between HSAs and your medical plan
Describes how an HDHP and an HSA work together, and how Optum Bank can help.
- Frequently asked questions: HSAs
Answers to some of the most frequently asked HSA questions.
- Managing your HSA: Helpful online tools
Highlights the tools and resources provided by Optum Bank, making it easy to manage your HSA online.
- Optumbank.com upgrades
See what’s new on optumbank.com.
- HSAs: Part of your financial plan
Ways to include an HSA as part of your overall financial planning strategy.
- HSAs and tax time
An overview of the various IRS tax forms and some tax time tips.
- Investing with your HSA
An overview of how the investment feature at Optum Bank works, how to get started, and the tools and resources available online.
- Planning for retirement with an HSA
Learn how much you might need for medical expenses in retirement, and ways to plan ahead for it.
- HSA User guide
A comprehensive guide to owning and managing an Optum Bank HSA. It includes information all the way from how to open and fund an account, to using an HSA and investing for the future.
- The 5 stages of health saving and spending
This outlines the HSA journey and the 5 stages a person goes through when owning an HSA. Decide – Open – Use – Manage – Optimize
- Communication Calendar
A snapshot of communication activities from Optum Bank that employers can expect to help educate their employees.
- Open Enrollment Presentation – New Enrollees
An overview of HSAs geared toward new HSA enrollees during open enrollment.
- Open Enrollment Checklist
A checklist to use during open enrollment to help your employee’s HSA enrollment go as smoothly as possible.
- Welcome kit sample (mailed to new HSA account holders)
Includes a list of materials employees will be receiving from Optum Bank once an application has been received and processed, and the HSA has been opened.