Setting Up Your HSA
After you enroll in the Health Savings Plan, you can open your health savings account (HSA) by enrolling in the Optum Bank HSA. Then, enroll through Sandia’s HR Self Service, to elect your HSA contributions.
Register with Optum Bank
Visit the Optum Bank enrollment site to set up your account.
You’ll need your Social Security number and a valid email address (use your personal email address). You may need to upload a copy of your Social Security card and a valid photo ID (driver’s license, passport, or state/government-issued photo ID).
Follow the prompts on the Optum Bank enrollment site, entering the following information for the plan:
- Group number: S97942
- Employer name: Sandia National Laboratories
If you already have an HSA with Optum Bank from a previous employer: Call Optum Bank at 866-234-8913 to connect that HSA with Sandia, so you can receive Sandia contributions through payroll.
Elect Your Contributions with Sandia
Once your account has been set up with Optum Bank, please wait at least three business days for Optum Bank to confirm your account information with Sandia. Then, through HR Self Service, submit your HSA life event to begin your contributions. Follow these steps:
- Go to Inside Sandia.
- Select HR Self Service, then choose Life Events.
- Select I want to enroll in HSA (or) change my HSA contributions.
- Enter the date of your election (must be a future date).
- Select Start Live Event.
- Complete the steps listed and Submit.
Contributions will begin the following pay cycle, and the annual elected amount will be divided among the remaining paychecks in the calendar year.
If your HSA has not been set up with Optum Bank, your request will not be accepted.
You can increase or decrease your HSA contributions at any time by submitting a new life event. Account holders are responsible for ensuring the annual IRS maximum allowed contribution is not exceeded each year.