Document Category: Health Savings Account

Request a withdrawal from your UMB Health Savings Account

Form to change the name associated with your Health Savings Account.

Form for transferring your account to UMB from another trustee

Designate the beneficiary for your Health Savings Account.

To use for personal documentation of medical services/items, such as over-the-counter medicines and drugs, that require additional documentation from a licensed health care provider. (Retain

To enroll or make changes in your HSA program.

This form allows an employer, or other organization, to establish direct deposit into your HSA.

This form can be used to update your name, email address, telephone number, and home address information for your HSA to UMB Financial Corporation.