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.

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.

How to Use ReceiptVault

You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡

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