We’re with you — from introduction through enrollment and administration
Moving from traditional to account-based solutions for employee and retiree health care can take months of planning — from benefits design to employee education and enrollment. We can help with:

• Employer presentations and other materials
• Webinars and training
• Employee education

Employer HSA service forms

> View HSA Employer Demo

> Employer Notification Form (ENF) (320 KB)

Use this form to gather information from an employer about requirements for an HSA program. Brokers or employers must submit this form prior to employee enrollment. This form can also be used to advise OptumHealth Financial Services of a change to the group (e.g., contact information, etc.).

> Employer Contribution Form (48 KB)

Use to inform OptumHealth Financial Services of the amount an employer will contribute to employees’ accounts.

Employee and account holder forms

Visit OptumHealthBank.com to download employee and account holder service forms and information.

Get personal assistance
Call 1-866-427-6804 or e-mail engage@optumhealth.com to reach a broker sales representative.