HSA forms

You can complete many account management tasks online after you log in. For tasks you can’t complete online, you can access the necessary forms while logged in to your account.

Log in to access account management forms

Download and follow the instructions printed on a variety of account forms to complete common account maintenance tasks, including:

  • Request an excess contribution refund.
  • Make a correction to a contribution.
  • Redeposit funds withdrawn in error from your account.
  • Rollover funds from an IRA.
  • Designate a beneficiary.
  • Change your name.
  • Other account maintenance needs.

 Log in to access forms now

Manage your account online

Log in to your account to perform many routine account maintenance tasks online, such as:

  • Update Contact Info: Update your email, address, or phone number.
  • Account Maintenance: Perform a variety of other account maintenance transactions, including:

    • Request electronic statement delivery
    • Update your coverage type
    • Save copies of receipts electronically

 Log in to manage your account now


NEW TO YOUR HSA? START HERE.

If you've just opened your account, follow our checklist to get off to a good start.
 Get our new account holder checklist


THINKING ABOUT CLOSING YOUR ACCOUNT?

You don't have to close your account if you switch jobs or no longer have a high-deductible health plan.
 See alternatives to closing your HSA


Investments are not FDIC-insured, are not guaranteed by Optum Bank and may lose value.