Glossary

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.

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

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQs section