How to make an HSA contribution online

How to make an HSA contribution online

1. Sign in to your account.
2. Once you sign in, select Contributions from the black drop-down menu, then select Make an HSA Contribution.
3. Select either One-time contribution or Recurring contribution tab.
4. To make a one-time contribution: Enter a contribution amount and select bank account from the contribution method section. Enter the contribution date and click next. 
   Note: The option for Payroll deduction/direct deposit will provide your HSA account number and direct you back to your employer to set up pretax payroll deductions. 
   To make a recurring contribution: Enter a contribution amount and select desired contribution frequency. Next, select your contribution start date. Under Make deposits until this amount has been contributed enter your desired amount. Click next to proceed. 
5. Select the account you want to use to transfer funds or add a new account.   
   • To add a new account:
     • Select the Add a new account hyperlink to add the external banking information from which you want to transfer funds.
     • Select + Add a New HSA Bank Account.
     • Enter your bank account details and select Continue, and then Add This Bank Account.
     • A pop-up window will appear with Next Steps. Watch for two small deposits under $1.00 each in the bank account that was just added. This is done to verify your account. It may take up to three days before the two deposits from Optum Bank appear.
     • Once you see those deposits in your bank account, sign in to your account and go to Settings in the black drop-down menu and select Account Profile.
     • Select Verify Bank Account and enter the two amounts, then choose Submit. Once the account is verified, you can immediately use the new bank account.
     • Now you are ready to make a contribution.
6. Review your information and click Submit to be brought to a confirmation page that will confirm your contribution has been processed.