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How to use or fill out umb health savings account closure fees with our platform
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Click ‘Get Form’ to open the umb health savings account closure fees form in the editor.
Begin by entering your UMB Health Savings Account Number, which is a 10-digit number found on your HSA statement.
In the 'Account Closure Request' section, select the reason for closing your account. Options include permanent disability, transfer to another custodian, transfer due to divorce, or no longer having a qualifying high-deductible health plan.
If applicable, attach any required documents such as a transfer form from your new custodian or a copy of the divorce decree.
Fill in your personal information including name, address, phone numbers, Social Security number, and date of birth.
Sign and date the form at the bottom to certify your request.
Return the completed form via mail or fax as indicated at the bottom of the document.
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Your remaining HSA balance, less the $25 account closing fee, will be mailed to you within three weeks of HSA Bank receiving this form. For additional assistance, please contact our Client Assistance Center at (800) 357-6246, Monday - Friday, 7 a.m. - 9 p.m., CT.
How do I close an UMB HSA account?
To close your HSA: Contact your HSA provider for information about the process. Fill out any required forms. Pay any closure fees. Make sure your HSA provider has updated contact information for you in case there are any questions.
Additionally, HealthEquity and HSA Bank each impose a $25 account closure fee. These exit fees are relatively uncommon compared to other types of deposit
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