Glossary
Numbers
|
A
|
B
|
C
|
D
|
E
|
F
|
G
|
H
|
I
|
L
|
M
|
N
|
O
|
P
|
Q
|
R
|
S
|
T
|
U
|
A
|
B
|
C
|
D
|
E
|
F
|
G
|
H
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.
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.

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