Get Started

You are only a few steps away from opening your UMB Health Savings Account (HSA).

You will need to complete the following steps:

  • Review the HSA eligibility requirements
  • Read and accept the ESIGN agreement
  • Review and accept the HSA Disclosure Documents
  • Designate a beneficiary
  • Enter your personal information into the secure HSA Enrollment Form
  • Read and accept the Account Owner's Adoption and Enrollment Agreement
  • Enrollment verification

 

After the enrollment process is complete, you will receive your UMB HSA Welcome Packet by mail in five to seven business days.
UMB is committed to protecting your privacy. All information provided during the enrollment process to UMB on our website uses
the latest 128-bit encryption and Secure Socket Layer (SSL) technology to protect your data transmissions and ensure your privacy and
security.
 

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.

HSAs build long-term wealth

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.

Watch how to use your HSA

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