Get Umb Bank Actf01 2019-2025

This guide provides clear and supportive instructions on how to complete the UMB Bank ACTF01 online. It aims to help users accurately fill out the form with confidence and understanding.

Follow the steps to complete your UMB Bank ACTF01 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. As the account owner, confirm that you have taken the necessary steps to liquidate any invested funds before submitting your closure request.
3. In the Account Closure Request section, indicate whether you are closing your HSA due to permanent disability, loss of coverage under an HSA-qualified plan, or other reasons. Select the appropriate option by marking your choice.
4. If you choose 'Other,' provide a detailed explanation in the space provided.
5. Acknowledge your understanding of the tax implications related to the distribution as outlined in the form, including the need to report on federal and state income tax returns.
6. Complete the Account Owner’s Name section by printing your name clearly, followed by your address, phone numbers, date of birth, last four digits of your Social Security number, and email address.
7. Sign and date the form at the designated spots to certify your request.
8. After completing the form, you can save your changes, download the form, print it, or share it as needed.

Complete your UMB Bank ACTF01 form online today for a smooth account closure process!