Health savings accounts (HSAs) are individual accounts offered or administered through Optum
Bank®, Member FDIC, a subsidiary of Optum Financial, Inc., and are subject to eligibility
requirements and restrictions on deposits and withdrawals to avoid IRS penalties. Optum Financial,
Inc. is not a bank or an FDIC insured institution. State taxes may apply. Fees may reduce earnings on
account. This communication is not intended as legal or tax advice. Federal and state laws and
regulations are subject to change.
The dollar amount shown is your HSA cash account balance. Any HSA mutual funds or investment balances
are not included in the balance displayed.
*Savings compares using pre-tax income in your health savings account (HSA) to using after tax income
for purchases and assumes a 30% combined tax rate from all applicable federal, state, and FICA taxes.
Results and amount will vary depending on your circumstances.
