If you have a Definity HSA, you can choose from 17 no load or load waived mutual funds offering access to a variety of asset classes and expertise provided by 11 highly regarded professional money management firms.

The table below lists the investment options available as part of the standard Definity HSA.  Your actual investment options may vary depending on your specific HSA plan.

You must maintain a minimum available balance in your HSA that exceeds your investment threshold before you can make investments.  Investments can be made in $100 increments.  Refer to your schedule of fees in order to determine the investment threshold that applies to your account.

Withdrawals for HSA-eligible health care claims will only be made against your Definity HSA. Assets invested in mutual funds will not be used to cover HSA claims unless you first liquidate the investment and transfer the proceeds from such sale into your Definity HSA.

Health savings accounts (HSAs) are individual accounts offered by OptumHealth BankSM, Member FDIC, and are subject to eligibility and restrictions, including but not limited to restrictions on distributions for qualified medical expenses set forth in section 213(d) of the Internal Revenue Code.

This communication is not intended as legal or tax advice. Please contact a competent legal or tax professional for personal advice on eligibility, tax treatment, and restrictions. Federal and state laws and regulations are subject to change.