Glossary

Glossary - Numbers

1099-SA

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

125 Plans

See Cafeteria Plan.

5498-SA

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

8889

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.

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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.

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