Insights
Health savings account (HSA) webinars
Are you making the most of your HSA? Check out a live webinar offered by Optum Financial and get answers to your questions from an HSA expert.
Get access to funds faster with Quick Pay
Optum Financial mobile app
The Optum Financial mobile app puts all your account information at your fingertips, so you can get back to the things you love in life.
Optum Financial payment card
Learn more about how to use your Optum Financial payment card to pay for eligible medical expenses without submitting paper claim forms.
Optum Financial mobile app
Save time and take control with our advanced mobile app. Download the app today.
Update communication preferences
Change your Optum Financial communication delivery preferences to online.
HSA withdrawal correction form
This form can be used to redeposit funds withdrawn in error and cannot be used to correct an Excess Contribution Return.
HSA investment overview
Watch this video to learn more about how to set up your investment account — and start investing today.
The five stages of your HSA journey
Learn more about the five-stage journey we go through as we save and pay for qualified medical expenses.
HSAs: Part of Your Financial Plan
Learn more about how your HSA can be part of your broader financial planning to create a savings nest egg and potentially save big on taxes.
HSAs and Medicare
Learn more about what happens to your HSA once you enroll in Medicare.
Open an HSA
A health savings account (HSA) is designed to help you save and pay for qualified medical expenses.
Contribution limits
Max out your HSA this year with the contribution limit set by the IRS.
Health account frequently asked questions (FAQs)
Part of making the most of your health accounts is understanding how to use them. Browse our FAQs to get more from your health accounts.
Add a beneficiary to your HSA or MSA
Take a minute to ensure you have a beneficiary selected.
What is an HSA?
Learn about the purpose of a health savings account (HSA) and how it works.
How to file a claim
Learn how to file a claim for an out-of-pocket expense using your flexible spending account (FSA). It’s easy.
Spending your FSA dollars
Learn more about how to manage your FSA funds so you don't lose them.
Options to Invest Your HSA
This video shows you the differences between your two investment options and how to get started.
What is a dependent care FSA?
Learn how you can use tax-free money to pay for dependent care.
How to upload a receipt
You made an eligible purchase with an Optum Financial payment card. Learn how to upload an itemized receipt or an explanation of benefits.
Claims resource center
Claims can feel complicated. The process to get reimbursed doesn't have to be. Find answers and resources to simplify it below.
New account holder checklist
Make sure you're making the most of your new HSA with these easy steps.
Manage your HSA contributions
Are you taking full advantage of all your HSA's tax benefits by contributing the maximum each year?
How to use an HSA
Learn how to make deposits to and withdrawals from your health savings account (HSA).
HealthSafe ID
If you don't already have a HealthSafe ID®, you will be prompted to create one when signing in.
What is a limited purpose FSA?
Find out why pairing a limited purpose FSA with an HSA may be a smart choice.
HSAs and tax season
Learn about the tax benefits and what you need to know at tax time.
On-demand webinar: Tax time and Your HSA
This webinar will help you understand the tax benefits of your HSA, which forms you'll need to file your taxes and how your state treats HSA contributions.
HSA and FSA cards
You just swipe, save, and skip the extra steps, plus, you save up to 30%* because you’re using pre-tax dollars.
HSA Tax Center
Questions about your taxes? We're here to help. You can get copies of your most recent tax forms by signing in to your account.
Calculate your health savings
See how your health accounts can impact your wallet. Use our tools and resources to calculate how to save and pay for qualified expenses.
Transfer your HSA
Save time by combining your HSA funds into one account with Optum Financial.
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