Managing your HSA is simple with our HSA form and document library. Request name changes, designate beneficiaries and more. Print or download forms; Address Change, Beneficiary Designation Form, Consolidation of UMB HSAs, HSA Closure Request, HSA Customer Signature Form, HSA Deceased Distribution Form, HSA or MSA, Withdrawal Request, HSA or MSA Contribution Form, HSA Request for Name Change, HSA Reverse Contribution Form, Transfer to UMB from Other Trustee, UMB HCS Privacy Notice or find other related information.

Understanding which expenses qualify for your HSA funds shouldn’t be complicated. Here, we list every qualified medical expense defined by the IRS.

Explore the smart way to manage medical and other healthcare expenses with your HSA. From paying bills to building savings for retirement, learn how to use your HSA wisely.

A simplified approach to your health savings account investments. Backed by UMB’s experience and insight, UMB HSA Saver is a powerful tool that makes investing in your HSA easier.

Discover the key benefits and features of a health savings account (HSA), from managing medical expenses to savings growth & tax advantages. Make your financial health a priority.

UMB trust services encompass the spectrum of offerings from traditional to complex while our agency business provides solutions for escrow, loan agency and other detailed transactions.

UMB’s municipal finance and corporate finance solutions fit your unique needs. We serve as corporate trustee, paying agent and offer escrow agency.

UMB offers solutions for global transportation and real estate trust and agency needs—aviation trust, aircraft trust, Irish owner trust and specialty equipment.

UMB is a loan agency and project finance services provider servicing bilateral, club, and syndicated loans to support your business as it grows or evolves.