How is a rollover treated?

Unless UMB receives a certification (Rollover Request) from the accountholder that a contribution is a rollover contribution from another HSA or MSA, or receives a trustee-to-trustee transfer directly from another custodian, all contributions will be reported as tax-deductible contributions made by the accountholder.

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