Choosing a Beneficiary

For a Health Savings Account (HSA), accountholders may select an individual (or individuals) as their beneficiary to inherit any HSA funds that remain in their account after death. It is important for UMB to have a paper copy on file designating the beneficiary for the HSA. If no beneficiary is on file, the estate is the default beneficiary. The Beneficiary Designation Form can be used to designate a primary and secondary beneficiary.

Introducing UMB HSA Saver an easier way to invest in your HSA

Now you can invest your HSA savings in UMB HSA Saver and take advantage of our easy-to-use investing platform.

How to Use Receipt Vault Video

How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

How to use your HSA

Watch how to use your HSA

Make the most of your HSA by watching this informational video.