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| Fees are a headache, so we removed them |
| Optum Bank has done away with unnecessary bank fees associated with your health savings account (HSA). Over 10 miscellaneous fees have been removed in order to help you save more money! They are: |
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Check order fee |
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Wire transfer fee |
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Return or paid non-sufficient
funds (NSF) fee |
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Official check fee |
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Excess contribution fee |
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Returned deposit item fee |
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Stop payment fee |
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Research fee |
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Document copy fee |
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Paper statements fee |
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Check processing fee (or ACH fee) |
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The only fees you should expect are a monthly maintenance fee and,
when applicable, an ATM withdrawal fee, account closure fee and monthly investment fee.
We like to avoid fees, too. Use your Health Savings Account Debit MasterCard® at the point of service to avoid ATM withdrawal fees. By reducing fees, you're able to save more for your future. Click here to remind yourself of the other benefits that come with your HSA. |
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| Time flies! It's already time to start preparing your 2016 taxes |
The tax deadline is right around the corner. To help you better understand the process this tax season with your HSA, join us for a free online webinar, Tax Time and Your HSA. An HSA professional will discuss the various tax forms you may need, where they can be accessed and how they work with your HSA.
By now, you should have received IRS Form 1099-SA and IRS Form 8889 for this tax season and IRS Form 5498-SA to keep for your records. If you need access to these forms already sent to you, you can log in to your account by clicking the link to statements to access them. Still have questions? |
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| New year, new limits |
| As a reminder, the IRS has set new HSA maximum contribution limits for 2016: |
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PAST ISSUES
Read previous
Health Savings
News articles |
QUALIFIED
MEDICAL EXPENSES
Find the list of eligible
expenses for your HSA |
FREE WEBINARS
Get answers to your
HSA questions |
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| For 2016, you can contribute up to the IRS limits of $3,350 if you have self-only coverage or $6,750 if you have family coverage. Contribution limits are increased by $1,000 for eligible individuals age 55 or older. These limits include contributions from you, your employer, or others. You have until the tax-filing deadline (generally April 15) of the following year to make allowable contributions. |
| Health savings accounts (HSAs) are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. State taxes may apply. Fees may reduce earnings on account. This communication is not intended as legal or tax advice. |
| The email address from which this communication was sent is not monitored for responses. This email was sent by: Optum Bank, 2525 Lake Park Boulevard, Salt Lake City, UT 84120, USA. |
| © 2016 Optum, Inc. All rights reserved. A15707 51459-102015 |
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