Optum Bank Academy has Launched New Courses on Flexible Spending Accounts

Connect with the latest from Optum Bank Academy to help empower your financial success.

Date Posted: October 4, 2019 


At Optum Bank, we’re here to help ensure you’re up to speed on how to maximize your health savings and financial wellness. That’s why Optum Bank Academy launched two new educational courses to help you maximize the benefits of your flexible spending account (FSA). 

  1. Flexible Spending Accounts (FSAs): How to plan and save
    In this course, we will help account holders understand how the FSA works, how to strategically plan for annual contributions, and demonstrate how they can save with the FSA. With multiple versions of the FSA, this course includes a self-assessment so the account holder can determine which FSA is right for them (General FSA, Limited Purpose FSA and Dependent Care FSA). It also stresses the importance of planning since it is a “use it or lose it” health account. Learn more.

  2. FSA claims: Documentation for swift reimbursement
    In this course, you'll see the step-by-step process for submitting claims so that you can get reimbursed quickly. This course also outlines the four claim components required for successful reimbursement via the mobile app or optumbank.com. Learn more.

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