Get Umb Bank Actf01 2023-2026

Filling out the UMB Bank ACTF01 form is a straightforward process that allows users to request the closure of their Health Savings Account (HSA). This guide provides step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to complete the UMB Bank ACTF01 form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your UMB Health Savings Account number, which is a 10-digit number found on your HSA statement.
3. As the owner of the HSA, confirm that you understand the requirements for closing your account by checking the necessary boxes regarding liquidating invested funds and contacting your employer about stopping payroll contributions.
4. Select the closure reason from the options provided: ‘Made on account of my permanent disability’ or ‘Made as a result of no longer being covered by an HSA qualified plan’ or specify another reason in the space provided.
5. Acknowledge and understand that UMB will report the distribution to the IRS and that you are responsible for determining the tax consequences.
6. Fill in your personal information: full name, social security number, email, date of birth, phone number, and address including city, state, and zip code.
7. Provide a contact number (home or cell) and ensure all details are accurate.
8. Sign the form physically in the designated area, noting that electronic signatures are not accepted, and include the current date.
9. Return the completed form to UMB Bank either by mailing to the address provided or by emailing a scanned document to the designated email.

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