HSA Bulk Transfer

  • The bulk transfer process (blackout period, transfer, and reconciliation) will occur between March 1 – March 14, 2022. During this time, do not attempt to access your Optum HSA account or use any of your Optum Bank HSA funds, or your funds will not be transferred from Optum Bank to AccrueHealth. You can use any 2022 HSA funds deposited in your AccrueHealth account during this time.
  • Read some common FAQs about the transfer process.