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Health Savings Account Information

Thinking about offering your employees a Health Savings Account (HSA)? We have the solution for you with a complete administrative and banking combination. Put your employees in charge of spending their benefit dollars!

HSA
  • Health Savings Accounts Fact Sheet
  • HSA Enrollment Form
  • HSA Contribution Form
  • HSA Welcome Kit
FSA/HSA Eligible Products
  • Eligible Products
HSA Disclosures
  • ESIGN Disclosure and Consent
  • UMB Bank HSA Custodial Agreement
  • UMB Bank HSA Deposit Account Terms and Conditions, Regulatory Disclosure and Fee Schedule
  • UMB Healthcare Services Privacy Notice
IRS Resources
  • IRS – Sample Form 1099-SA (Distributions)
  • IRS – Sample Form 5498-SA (Contributions)
  • IRS – Instructions: 1099-SA/5498-SA
  • IRS – Form 8889(HSA)
  • IRS – Publication 969 – Online Version
  • IRS – Publication 969 – PDF Version
  • U.S. Treasurey Resource Center Health Savings Accounts

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