How to Transfer Your HSA?

white painted wall with black line

Transfer Your HSA From Optum to Zynera

on behalf of...

Complete our transfer form

Step 1 >

Submit our form to Optum*

Optum completes your request

Step 2 >>

Step 3 >>>

HSA Transfer Form

Processing takes 4 to 6 weeks. Optum will mail your check to our custodian's Lockbox.

*You may also mail our form to:

Optum Financial

P.O. Box 85960

6300 Wayne Road

Westland, MI 48185

(833) 229-4436

*Optum requires a handwritten signature

Finished all steps?

Upon receipt, we will post funds to your ZyneraHealth HSA.

We're Done!

HSA Transfer FAQs

Before combining your HSAs into a single account, prepare yourself for the little nuances along the way.