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Glossary - Numbers

1099-SA

Tax form mailed to the accountholder reporting HSA disbursements for the year.

125 Plans

See Cafeteria Plan.

5498-SA

Tax form mailed to the accountholder reporting HSA contributions for the year.

8889

IRS tax form the accountholder must file with his/her tax return. The 8889 Form is used to report the accountholder’s disbursements (using 1099-SA) and contributions (using 5498-SA) for the year.

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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.

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How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

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“UMB” – Reg. US. Pat. & Tm. Off.

Funds in an HSA Deposit Account are held at UMB Bank, n.a., Member FDIC. FSAs and HRAs are NOT deposits or obligations of UMB Bank, N.A. and are NOT insured by the FDIC. High-Deductible Health Plans constitute insurance products, which are not offered by UMB Bank, n.a. and are not FDIC-insured.

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Glossary

1099-SA

125 Plans

5498-SA

8889

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Introducing UMB HSA Saver

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How to Use ReceiptVault

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