How to Close Out Optum HSA Account - A Step-by-Step Guide

If you are looking to close out your Optum HSA account, there are a few steps you need to follow to ensure a smooth process.

Here is a step-by-step guide to help you close out your Optum HSA account:

1. Log in to your Optum HSA account: Access your account through the Optum website or mobile app.
2. Check your balance: Make sure there are no pending transactions or fees.
3. Contact Optum customer service: Reach out to Optum's customer service to inform them about your decision to close the account.
4. Fill out necessary forms: Optum may require you to fill out specific forms to close the account.
5. Transfer or withdraw funds: Depending on your preference, you can transfer the remaining funds to another HSA account or withdraw the money.
6. Close the account: Follow the instructions provided by Optum to officially close out your HSA account.
7. Confirm closure: Verify with Optum that the account has been successfully closed.

By following these steps carefully, you can close out your Optum HSA account efficiently and effectively.

Closing out your Optum HSA account doesn't have to be a hassle! Just follow these straightforward steps to make sure everything goes smoothly.