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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.