Click To Author Your Annotation
Videos
What is an HSA?
Find out about the purpose of an HSA and how it works.
Play What is an HSA? video
Share the link What is an HSA? video with employees
How to use an HSA
Learn how to make deposits and withdrawals from your HSA.
Play How to use an HSA video
Share the link How to use an HSA video with employees
Investing with an HSA
Discover how the investing feature works on optumbank.com.
Play Investing with an HSA video
Share the link Investing with an HSA video with employees
Tax time and an HSA
Learn about the tax benefits and what you need to know at tax time.
Play Tax time and an HSA video
Share the link Tax time and an HSA video with employees
The 5 stages of health saving and spending
Learn about the HSA journey and the 5 stages a person goes through when owning an HSA. Decide – Open – Use – Manage – Optimize.
Play 5 Stages video
Share the link 5 Stages video with employees
Flyers and brochures
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.
HSA-FSA-HRA Comparison grid
This chart compares the benefits of HSAs, FSAs and HRAs.
Frequently asked questions: HSAs
Answers to some of the most frequently asked HSA questions.
HSA qualified medical expenses
A list of qualified medical expenses that can be paid for with an HSA.
Click here for a list of HSA qualified medical expenses in English.
Click here for a list of HSA qualified medical expenses in Spanish.
Managing your HSA: Helpful online tools
Highlights the tools and resources provided by Optum Bank, making it easy to manage your HSA online.
HSAs: Part of your financial plan
Ways to include an HSA as part of your overall financial planning strategy.
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.
HSA Investment line-up
To receive a brochure that reviews the Optum Bank investment feature and an overview of investment options, please call or email us at:
(866) 234-8913 opt 4
HSAGroup@OptumBank.com
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 health savings account (HSA). It includes information all the way from how to open and fund an account, to using an HSA and planning 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
HSA Contributions and mid-year changes
A look at how to prorate HSA contributions if your eligibility changes mid-year.
Webinars
Now, it's easier than ever to ensure your employees know how to maximize their health account benefits.
Our HSA webinars cover a variety of topics, and are in a 20/20 format – taking only 40 minutes out of your employees' day. The first 20 minutes are dedicated to presenting educational HSA information with the last 20 minutes held for questions.
Employees can sign up for a live webinar here. opens in a new window.
Online tools and resources
Health Savings Account Calculator
Find out how much you can contribute to your HSA and how much you can save on taxes.
HSA Calculator: Share a link to the tool with employees
Health Savings Checkup
Get a personalized estimate of how much money you may need to save for medical costs in retirement.
Health Savings Checkup: Share a link to the tool with employees