Consumer Directed Health Plan Resources | Brokers | Optima Health

Optima Equity Resources (HSA)

Optima Equity Advantages
PDF, 936 KBLast Updated: 03/28/2023
PDF, 936 KBLast Updated: 03/28/2023
HSA Cost Savings Modeling Tool - Adjustable Assumptions
XLS, 163 KBLast Updated: 03/28/2023
XLS, 163 KBLast Updated: 03/28/2023
HSA Cost Savings Modeling Tool - Standard Assumptions
XLS, 156 KBLast Updated: 03/28/2023
XLS, 156 KBLast Updated: 03/28/2023
Optima Equity Health Savings Account (HSA) Enrollment Form
PDF, 96 KBLast Updated: 07/18/2023
PDF, 96 KBLast Updated: 07/18/2023
Optima Equity/OptimaFIT HSA Member FAQs
PDF, 59 KBLast Updated: 03/28/2023
PDF, 59 KBLast Updated: 03/28/2023

Invest in Building Health Savings

Additional Resources

Access additional resources from our Health Savings Account (HSA) and Health Reimbursement Account (HRA) Partner, Health Equity.

Access Optima Equity Resources on the HealthEquity site

Optima Design Resources (HRA)

Optima Design Benefit Plan Features
PDF, 39 KBLast Updated: 03/28/2023
PDF, 39 KBLast Updated: 03/28/2023
HRA Broker Talking Points and Possible Employer Questions
PDF, 47 KBLast Updated: 03/28/2023
PDF, 47 KBLast Updated: 03/28/2023
HRA FAQs - Employees
PDF, 60 KBLast Updated: 03/28/2023
PDF, 60 KBLast Updated: 03/28/2023
Optima Design - Simplify Your Visit
PDF, 318 KBLast Updated: 03/28/2023
PDF, 318 KBLast Updated: 03/28/2023
Optima Design Rx Deductible - Simplify Your Visit
PDF, 327 KBLast Updated: 03/28/2023
PDF, 327 KBLast Updated: 03/28/2023
Optima Design – HRA Funding Options
PDF, 67 KBLast Updated: 03/28/2023
PDF, 67 KBLast Updated: 03/28/2023
Standard Employer Application for HRAs and FSAs
PDF, 312 KBLast Updated: 07/10/2023
PDF, 312 KBLast Updated: 07/10/2023

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