Phase 1
December 13
Your new Optum Financial HSA is opened.
Phase 2
January 4
Your 2022 HSA contributions are deposited into your Optum Financial account.
Phase 3
January 17 - 28
To prepare for the movement of your UMB Bank HSA to Optum Financial, a blackout period will occur. During this time, you'll only have access to any funds contributed to your account in 2022 with HSA On Demand.
Phase 4
January 28
After the blackout period, all of your HSA funds will be available in your new Optum Financial HSA.