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My HSA Planner

Get the most out of your Health Savings Account! 

Have you ever wondered how (and how much) you can save with a Health Savings Account (HSA)? Or what the benefits of an HSA could be for your lifestyle and financial goals? Understanding how an HSA works, or how to use it in a way that makes sense for your lifestyle and financial goals can be tricky. Luckily, you can now use My HSA Planner to learn more about HSAs and get a personalized recommendation on how to contribute to it! 

This easy-to-use tool has a quiz that will help you learn: 

  • The benefits of an HSA 
  • The best amount to contribute based on your financial goals + lifestyle 
  • And how an HSA can help you save for the future 

How Do I Use This Feature? 

  • You don’t need to be logged in to your Member Account, just visit myhsaplanner.com/SUR to access this tool. 
  • Take a short quiz. 
  • View your personalized HSA recommendations. 


(Example quiz results below)