Opening and closing your HSA
Whether you're just getting started with an Optum Bank health savings account (HSA), or are thinking you might need to close your account, we've got information to help you take the next best step.
Am I eligible for an HSA?
If you're still considering an HSA, you might be wondering if you're qualified to open one.
Find out if you're eligible
New to HSAs? Start here.
If you've just opened an Optum Bank HSA, follow our checklist to get off to a good start.
Get our new account holder checklist
Thinking about closing your HSA?
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
LOOKING FOR 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.
Learn more about HSA forms