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Open enrollmentMost frequently used resourcesHealth saving accounts (HSAs)Flexible spending accounts (FSAs)Health reimbursement arrangements (HRAs)Commuter benefitsResources in SpanishOpen enrollment meeting resources
Top health savings account (HSA) resourcesChoosing an HSAHSA quick guideOverview of the benefits of an HSAFrequently asked questions: HSAsAnswers to some of the most frequentlyasked HSA questionsHSA qualified medical expensesList of qualified medical expensesthat can be paid for with an HSAWhy choose an HDHP with an HSAExplore reasons for enrolling in an HDHPpaired with an HSAUsing an HSATechnology at your fingertipsPortal and mobile app overview(coming soon)How to use an HSAHow to make deposits and withdrawalsfrom your HSAHSA contribution calculatorPersonalized contribution andsavings estimatesOptum Bank mobile appFeatures of the Optum Bank mobile appInvesting in an HSAInvesting with your HSAGrowth options for HSAsInvesting with an HSAHow the investing feature worksAdditional tools and resourcesOpen enrollment webinarRecorded webinar for open enrollment time(coming soon)What can an HSA do for me?Overview of the benefits of an HSAQualified Medical Expense ToolInteractive tool to search and filterqualified expensesKey: 2022 Optum Financial. All rights reserved.PDFVideoOnline toolsEmails2
Top flexible spending account (FSA) resourcesChoosing an FSAUsing an FSAAdditional tools and resourcesHealth care FSAFSA quick guideHow an FSA can help you plan, saveand pay for health careFSA: How to file a claimLearn how to file an FSA claimby watching this short videoWhat can a health care FSA do for me?Overview of the benefits of a health care FSAFSA: How to upload a receiptQuick steps to upload a receipt foran FSA payment card purchase.Dependent care FSADependent care FSA quick guideHow a dependent care FSA worksFSA reimbursement tips and remindersImportant tips for submittinga reimbursement requestWhat can a dependent care FSA do for me?Overview of the benefits of a dependentcare FSACommon FSA eligible/ineligible expensesList of eligible medical expenses thatcan be paid for with an FSALimited purpose FSALimited purpose FSA quick guideHow a limited purpose FSA worksFSA-HSA comparison gridChart comparing the benefits of HSAs and FSAsQualified Medical Expense ToolInteractive tool to search and filtereligible expensesWhat can a limited purpose FSA do for me?Benefits of pairing a limited purpose FSAwith an HSAKey: 2022 Optum Financial. All rights reserved.PDFVideoOnline toolsEmails3
Top commuter benefits resourcesChoosing and using(election model)Choosing and using(ordering model)Commuter benefits (election model)Overview of how the commuter benefitpayment card worksCommuter plan options: Ordering modelOverview of how the commuter benefit onlineordering service worksCommuter benefits FAQ: Election modelHow to enroll in and use the commuter benefitpayment card with answers to frequentlyasked questionsCommuter benefit plan account user guide:Ordering modelUser guide outing how to place ordersfor transit and parkingKey: 2022 Optum Financial. All rights reserved.PDFVideoOnline toolsEmails4
Top health reimbursement arrangement (HRA) resourcesChoosing and using an HRAHRA quick guideOverview of HRA benefitsHRA FAQsAnswers to some of the most frequentlyasked HRA questionsHSA-FSA-HRA comparison gridChart compares the benefits of HSAs, FSAsand HRAsKey: 2022 Optum Financial. All rights reserved.PDFVideoOnline toolsEmails5
Resources in SpanishHSAIntroduction to HSAsOverview of the benefits of an HSAFrequently asked questions: HSAsAnswers to some of the most frequentlyasked HSA questionsHSA qualified medical expensesAnswers to some of the most frequentlyasked HSA questionsFSACommuterFSA enrollment brochureHow FSAs help you plan, save and payfor health careFSA enrollment brochures with carryoverFSA enrollment brochure for employerswho offer the carryover optionDependent care FSA brochureHow a dependent care FSA worksInvesting with your HSAGrowth options for HSAsElection modelCommuter benefit (election model)Overview of how the commuter benefitpayment card worksOrdering modelCommuter benefit plan account user guide(ordering model)Step-by-step guide on how to place ordersfor transit and parking using the onlineordering serviceHealth account comparisonHSA-FSA-HRA comparison gridChart comparing the benefits of HSAs,FSAs and HRAsHSA-FSA comparison gridChart comparing the benefits of HSAsand FSAsKey: 2022 Optum Financial. All rights reserved.PDFVideoOnline toolsEmails6
Additional open enrollment meeting resourcesOpen enrollment presentationScripted slides to use at open enrollmentmeetings (coming soon)Open enrollment emailsEmail templates to promote openenrollment to employees (coming soon)Key: 2022 Optum Financial. All rights reserved.PDFVideoOnline toolsEmails7
Investments are not FDIC insured, are not bank issued or guaranteed by Optum Financial or its subsidiaries, including OptumBank, and are subject to risk including fluctuations in value and the possible loss of the principal amount invested.Health savings accounts (HSAs) are individual accounts offered or administered through Optum Bank Member FDIC, a subsidiary of Optum Financial, Inc., and are subject to eligibility requirementsand restrictions on deposits and withdrawals to avoid IRS penalties. Optum Financial, Inc. is not a bank or an FDIC insured institution. State taxes may apply. Fees may reduce earnings on account.This communication is not intended as investment, legal or tax advice. Federal and state laws and regulations are subject to change.WF76693659 221976-082022 08/22 2022 Optum Financial. All rights reserved.8
FSA enrollment brochure How FSAs help you plan, save and pay for health care FSA enrollment brochures with carryover FSA enrollment brochure for employers who offer the carryover option Dependent care FSA brochure How a dependent care FSA works Commuter benefit (election model) Overview of how the commuter benefit payment card works Election model
