Optum will administer the Forvis Mazars HSA accounts beginning January 1, 2025. Optum and UHC have an existing partnership that will allow for seamless HSA payments for medical claims.

Beginning in January, participants with balances in their Legacy Forvis Fidelity account or Legacy MUSA HealthEquity account will be given the opportunity to elect to have their funds transferred to Optum to minimize the number of accounts your funds are held in. More information will be provided in January on the process and timeline, including blackout dates.

Yes, you may invest your HSA funds and no minimum balance is required before doing so.