Claims can feel complicated. The process to get reimbursed doesn't have to be. Find answers and resources to simplify it below.

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.

You just swipe, save, and skip the extra steps, plus, you save up to 30%* because you’re using pre-tax dollars.

The IRS announced an increase in HSA contribution limits for the 2024 tax year.

Save time and take control with our advanced mobile app. Download the app today.

Your card is the most convenient way to pay for qualified expenses. You also save an average of 30% since you're using pretax funds.

Take a minute to ensure you have a beneficiary selected. 

This form can be used to redeposit funds withdrawn in error and cannot be used to correct an Excess Contribution Return.

Learn how to file a claim for an out-of-pocket expense using your flexible spending account (FSA). It’s easy.

Max out your HSA this year with the contribution limit set by the IRS.

Watch this video to learn more about how to set up your investment account — and start investing today.

Learn more about how to manage your FSA funds so you don't lose them.

Learn more about the five-stage journey we go through as we save and pay for qualified medical expenses.

This video shows you the differences between your two investment options and how to get started.

You made an eligible purchase with an Optum Financial payment card. Learn how to upload an itemized receipt or an explanation of benefits.

Make sure you're making the most of your new HSA with these easy steps.

Estimate health care costs during retirement.

Are you taking full advantage of all your HSA's tax benefits by contributing the maximum each year?

Learn how to make deposits to and withdrawals from your health savings account (HSA).

Learn about the tax benefits and what you need to know at tax time.

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.

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.

Learn more about what happens to your HSA once you enroll in Medicare.

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.

See how your health accounts can impact your wallet. Use our tools and resources to calculate how to save and pay for qualified expenses.

If you don't already have a HealthSafe ID®, you will be prompted to create one when signing in.

Learn about the purpose of a health savings account (HSA) and how it works.

Discover the benefits of having a health care FSA.

Learn how you can use tax-free money to pay for dependent care.

Find out why pairing a limited purpose FSA with an HSA may be a smart choice.

Watch this video to learn more about the purpose of a health reimbursement arrangements (HRA).

Save time by combining your HSA funds into one account with Optum Financial.