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Get Optum Bank Statement
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How to fill out the Optum Bank Statement online
Filling out the Optum Bank Statement online is a straightforward process that allows users to choose their preferred method of receiving important documents. This guide provides clear, step-by-step instructions to ensure a seamless experience.
Follow the steps to complete your document delivery change request.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In Part 1, locate the Optum Bank contact information. This section provides details should you have any questions or need assistance during the process.
- Proceed to Part 2, labeled 'Electronic Delivery Opt Out Request'. Here, indicate your preference for the documents you would like mailed to you by placing an 'X' next to each desired document: Monthly Bank Statement, Annual Privacy Notice, or Annual Tax Documents.
- Next, navigate to Part 3, which requires your Optum Bank account information. Fill in your 9-digit bank account number, group ID number (if applicable), account holder name, and your complete mailing address, including city, state, and ZIP code.
- In Part 4, confirm your authorization as the account holder. Sign your name in the signature field and include the date of the request to validate your submission.
- Once all sections are completed, ensure all information is accurate. Finally, you can save your changes, download the completed form, print it, or share it as necessary.
Take the next step and complete your Optum Bank Statement delivery request online today.
IRS Form 1099-SA is typically available at the end of January. It will be posted to your account and mailed, if elected. IRS Form 8889 can be downloaded from IRS.gov at any time.
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