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Name Change Process - All Custodians

Account holders can update their name in Tango at any time.  However, updates in Tango will only update the Tango profile and not the custodian information.  It is important that the account holder is provided the instructions on how to update this information directly with their custodian to ensure that tax documents are correct. 

 

Update Name in Tango: 

  • Log into Tango: https://hsa.tangohealth.com/t/a/login/launch
  • Click on 'Set-up' from the menu options
  • Click on 'About You' in the sub-menu
  • Under 'Name & Email ' click the yellow 'Change' button

 

Below are the forms required to update a name (custodian specific):

 

Optum Bank: 

http://www.optumbank.com/~/media/Optum%20Bank/Resources/041%20OH%20Name%20Change%20Notification

Group Number: 262 060 323

 

BenefitWallet: 

https://mybenefitwallet.com/CMS/docs/default/PersonalDataChangeForm.pdf

 

UMB:

https://hsa.umb.com/Employers/Forms/000918

 

HSA Bank: 

http://www.hsabank.com/~/media/Files/amended_application

 

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