December 2021 - In two separate mailings, you will receive a welcome kit and your new HSA Bank debit card.
January 21, 2022 - Last day to complete the e-consent form with HSA Bank. If you decide to approve the transfer at a later date, you will need to complete a paper transfer form. All transfers approved by December 31, 2022, will still be eligible for the $50 deposit (if applicable)
January 31, 2022 (4 pm EST)- Last day for HSA Investors to complete the following steps:
- Complete e-consent in the HSA Bank Microsite
- Turn auto investment transfers to "Yes"
- Increase investment threshold to $999,900
February 4 - February 17, 2022 - Optum Bank Blackout Period. During this time, you will be unable to access your HSA contributions with Optum Bank. However, you will still have access to your 2022 HSA contributions.
February 18, 2022 - Your HSA Balance transferred from Optum bank will be available in your HSA Bank HSA account.