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  • Name Change Notification Form - Optum Bank

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Name Change Notification Form Use this form to request a name change on your Optum Bank account. Please remember to attach a copy of your marriage certificate or court order as verification of your.

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You can change your address by going to My profile, page down to “Manage shipping & payments” and click on “My addresses.” Enter the address and save.

Once you are 65, you can withdraw funds for any reason without paying a penalty, but they will be subject to ordinary income tax. If you are under age 65 and use your HSA funds for nonqualified expenses, you will need to pay taxes on the money you withdraw, as well as an additional 20 percent penalty.

To make any changes to your address, telephone number or email address with Optum Bank you can visit https://.optumbank.com/ and register to manage your account online.

You can transfer funds from or roll over to another Health Savings Account (HSA). Sign in to your account and download the HSA Rollover/Transfer Request for more information.

Initial below if you have a paper check in hand and want to rollover your HSA from another HSA Administrator to Optum Bank. Mail your check with your completed form to: Optum Bank, P.O. Box 60000, Newark, NJ 07101.

Originally named Exante Bank, it changed its name to OptumHealth Bank in 2008 and to Optum Bank in 2012. Optum Bank is part of Optum Financial and is a unit of Optum, a health and wellness company serving more than 115 million people. Optum is part of the UnitedHealth Group family of companies.

Optum Bank HSA: Online - Sign in to access self-help tools and assistance. Phone - Our customer support center is available for assistance 24/7, at (866) 234-8913.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232