Implementation Toolkit

Whether you are implementing an HSA for the first time or switching custodians, you want it to be easy and painless. UMB can help. We’ve got every step covered, so you and your employees will get the best possible experience.

Our Implementation Toolkit includes simple tools and resources that will support you in designing your high-deductible health plan with health savings account. No surprises around the corner—you’ll know exactly what to expect and how to prepare when implementing this kind of plan. And you’ll love the road map that will help you to successfully implement it.

Get the Toolkit Now!

If you’re a UMB customer, call 855.664.4160 or email to get your toolkits.  Not a UMB customer? Give us a call today to get started.

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 RecepitVault

How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

HSA FAQ Resource

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