Glossary - Numbers
1099-SATax form mailed to the accountholder reporting HSA disbursements for the year.
125 PlansSee Cafeteria Plan.
5498-SATax form mailed to the accountholder reporting HSA contributions for the year.
8889IRS 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.
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.