How to Transfer HSA Money from Optum Bank to WageWorks?

Transferring HSA money from Optum Bank to WageWorks is a relatively simple process that can be done online or through customer service. Follow these steps to successfully move your funds:

1. Log in to your Optum Bank account online.
2. Access the transfer or rollover funds option.
3. Select WageWorks as the destination account.
4. Enter the amount you wish to transfer.
5. Confirm the transaction and review the details.
6. Submit the transfer request.

If you prefer to transfer over the phone, contact Optum Bank customer service and request assistance with moving your HSA funds to WageWorks.

Transferring HSA money from Optum Bank to WageWorks is a straightforward and user-friendly process designed to make managing your health savings account easier. Here’s how to do it online:

1. First, log in to your Optum Bank account securely from your computer or mobile device.
2. Navigate to the section that allows you to transfer or rollover your funds.
3. Choose WageWorks as the account where you want to send your funds.
4. Input the amount of money you wish to transfer.
5. Carefully review the transaction details to ensure accuracy.
6. Finally, submit your transfer request with confidence.