
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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