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
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 FAQs section