HSA Enrollment for Your Employees

Health Savings Accounts (HSAs) are only as successful as the number of employees who enroll and save. That’s why we make it easy to do both.

We have options. Whatever your needs, we can handle them – from fast online HSA enrollment, to employer group file, to simple paper forms. And everything in between.

Step 1: Prior to Enrollment

Your employees have access to a variety of online tools including HSA basics, frequently asked questions, contribution and investment options, and educational tools to better understand HSAs.

Step 2: Time to Enroll

UMB will provide your company with a specific UMB HSA website address and an Employer Verification Number that will allow you to direct your employees to your health savings account enrollment site. During the online enrollment process, UMB will perform an instant identity verification procedure as required by Federal law.

Step 3: Enrollment Confirmation

After the customer information is verified and the HSA enrollment process is completed, the new accountholder will receive confirmation that the UMB HSA has been opened. This confirmation also informs the new accountholder (your employee) that a UMB HSA Welcome Packet, including the account number and HSA debit card(s), should arrive in the mail within five to seven business days.

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.

Upcoming Webinar How Benefits Might Change in 2017

Join our team of industry experts for a lively discussion about each candidate’s healthcare platform—where they’re aligned and where they differ—and the potential impact their plans could have on employee benefits and businesses.

Take the guesswork out of HSA Administration

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