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Top Questions about Health Savings Accounts

WEBFor 2023, the maximum contribution amount from all sources—your contributions, your employer’s contributions and any other sources—is $3,850 for employee-only coverage …

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Pay for Qualified Medical Expenses Tax-Free!

WEBYour UMB Health Savings Account (HSA) is a versatile tool that allows you to decide whether to spend your money to pay for current qualified medical expenses or save your …

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Saving and Spending Health Savings Account Dollars

WEB1. CONTRIBUTIONS You can contribute to your account in two ways. Payroll deductions. Direct contributions: either by an electronic funds transfer from a personal account or by …

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Healthy Retirement Plans Include an HSA

WEB1. Tax-free deposits. The money you contribute to your HSA isn’t taxed. Whether or not you itemize deductions on your income tax return, your HSA contributions are deductible.

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Health Savings Accounts (HSAs): Support Resources and …

WEBThe UMB Service Center at. 866.520.4HSA (4472) gives employees 24/7 access to their HSA account information and to help if they have a lost or stolen debit card. Your …

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2023 HSA Contribution Rules

WEBSpouse 2 is eligible and may contribute up to $3,850. 1, but spouse 1 is not eligible to contribute to an HSA. Both people are eligible to have their own HSA and the …

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HSA Online Banking and Education

WEBHSA Online Banking and Education UMB Healthcare Services makes managing your HSA easy and secure from the comfort of your home or office. UMB Healthcare Services, a …

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Employee HSA Presentation

WEBHSA.UMB.com PROPRIETARY AND CONFIDENTIAL 05.23. 5. What is a QHDHP? HSA Qualified High Deductible Health Plan. Minimum deductible: 2023 2024. Individual …

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Health Savings Account Pricing

WEBZero Monthly Service Charge Zero Minimum Balance Requirement* Services included at ZERO COST UMB ATM Withdrawals (when ATM access is allowed) Stop Payment …

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UMB Healthcare Services Contacts

WEBTitle: Health Savings Accounts (HSAs): Plan Design Checklist Author: UMB Healthcare Services Subject: Health Savings Accounts (HSAs): Plan Design Checklist

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UMB Health Savings Account (HSA) Beneficiary Designation …

WEBUMB Health Savings Account (HSA) Beneficiary Designation Frequently Asked Questions (FAQs) What is a beneficiary? A beneficiary is the person or legal entity who will receive …

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Health Savings Account (HSA) or Medical Savings Account …

WEBsubmitted by the Account Holder on a non payroll post-tax basis, and not for pre-tax contributions or those submitted from another entity. I affirm that the correction from my …

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HSA Contributions Manager

WEBThe HSA Contributions Manager enables you to make contributions by importing payroll data from a Microsoft® Excel file. The Excel file should be formatted as follows: • The file …

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ESIGN DISCLOSURE AND CONSENT Introduction. Scope of …

WEBHow to revoke your consent. You have the following options to revoke your consent: • Online for HSA deposit account statements: Sign into your HSA deposit account on your …

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Health Savings Account (HSA) ONLINE TAX FORMS. Income …

WEBTo help you get organized this year, we have compiled an HSA checklist that summarizes the IRS forms you will need to file your 2022 Federal Income Tax Return. Health …

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Transfer to UMB from Other Trustee Account (HSA)

WEBACTF1 rev. 8.22 Page of Health Savings Account (HSA) Transfer to UMB from Other Trustee. If you have questions about completing this form, please contact UMB …

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Health Savings Account (HSA) HSA Deceased Distribution Form

WEBACTF0 rev 8.22 Page o Health Savings Account (HSA) HSA Deceased Distribution Form. Use this form to authorize UMB Bank, n.a., (“UMB”) to distribute assets from a …

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Health Savings Account (HSA) Address Change Request Form

WEBDate eturn completed form to: R UMB Bank, n.a. Mailstop 1020502 - HSA Ops P.O. Box 419226 Kansas City, MO 64141-6226 Or e-mail scanned document to: …

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ACCOUNT OWNER NAME EMAIL DATE OF BIRTH PHONE …

WEBACTF06 rev. 05.23 Page 1 of 2 Redeposit — Return of Mistaken Distribution (money spent from my HSA/MSA in error) (UMB Code 3,6359* see page 2 for details) Note: Funds …

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Health Savings Account (HSA) Account Closure Form

WEBDate eturn completed form to: R UMB Bank, n.a. Mailstop 1020502 - HSA Ops P.O. Box 419226 Kansas City, MO 64141-6226 Or e-mail scanned document to: …

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