How is a rollover treated?

Unless UMB receives a certification (Rollover Request) from the accountholder that a contribution is a rollover contribution from another HSA or MSA, or receives a trustee-to-trustee transfer directly from another custodian, all contributions will be reported as tax-deductible contributions made by the accountholder.

Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQs section.