Glossary - Numbers


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

125 Plans

See Cafeteria Plan.


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


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.

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

HSAs are available to help pay for current qualified medical expenses as well as to save for future expenses, all in a tax-exempt account.

Take the guesswork out of HSA administration

The UMB HSA empowers you and your clients with robust analytics, reporting tools and the communication support you'd expect from a top 10 HSA custodian.

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