Show your employees how an HSA can not only help them cover their deductible and out-of-pocket expenses but also help their long-term financial planning. The Health Savings Checkup asks questions about health status and savings and then delivers an action plan to help people save more for and spend less on health care. It’s part of every Optum HSA owner’s account management tools. A shorter version for public use is available at healthsavingscheckup.com.
A Short Guide to HSAs (Enrollment Brochure)
Health Savings Account FAQs
Provide your employees with answers to their most frequently asked HSA questions.
Marcus Decides to Get an HSA
“Marcus” is in the Decide stage. This flyer shows how an HSA pairs nicely with his HDHP, how he can save on taxes and highlights the helpful tools available to him on optumbank.com.
Steve Opens an HSA
“Steve” is in the Open stage. This flyer shows how he contributes to his HSA through payroll deduction, how he saves on taxes and highlights the helpful tools available to him on optumbank.com.
HSA Rollover Brochure
A flyer explaining to individuals who have HSAs how to roll over or transfer those assets into an Optum Bank HSA. Includes a rollover/transfer form to get them started.
HSA Online Rollover
Shows employees how to rollover funds online from an existing HSA to an Optum Bank HSA.
Intro to HSAs
This self-guided tour gives your employees an overview of what an HSA is and how they can use it to save and pay for qualified medical expenses.
How to Save and Pay for Health Care with an HSA
This HSA webinar provides an overview of the 5 stages of health care savings and spending, and addresses common HSA questions across all stages. Check the schedule for upcoming webinars and/or a recorded version.