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Want to manage your
existing HSA account?
     
  Want to enroll in an HSA?

 


Definity Health Savings Accounts are administered by UnitedHealthcare affiliate, OptumHealth Bank, an FDIC-insured financial institution focused solely on health care banking.

Account Opening Forms

  HSA Application
  HSA Custodial and Deposit Agreement
  Privacy Policy

Account Servicing Forms

  Contribution/Deposit Form
  Designation of Beneficiary Form
  Additional Debit Card Request
  Name Change Notification Form
  Withdrawal/Distribution Form
  Rollover/Transfer Request Form
  Customer Request Account Closure
  Debit Card Dispute Form
  Information Authorization Form
  Withdrawal Correction Form
  Transfer of Funds – ACH Deposit
  Transfer of Funds – ACH Withdrawal
  Statement Delivery Change Request
  IRA Rollover/Transfer Request Form
  Fillable Expense Tracking Worksheet

Employer Servicing Forms

  Employer Contribution Form

Informational Materials

  HSA User Guide
  Eligible/Ineligible Expenses
  Funds Availability Disclosure


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Related Information
Frequently Asked Questions
  About Definity HSAs
  IRS Guidelines
  Tax Resource Center

HSA Tools
HSA Calculator
  An Introduction to HSAs
HSA User Guide