Who is eligible for an HSA?

An eligible individual may establish an HSA. An eligible individual means, with respect to any month, an individual who is covered under an HDHP as of the first day of the month; is not also covered by any other health plan that is not an HDHP (with certain exceptions for certain types of permitted coverage(s), as discussed more here); is not entitled to Medicare benefits; and is not claimed as a dependent on another persons tax return.

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

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