Get Umb Bank Actf01 2022-2025

Completing the UMB Bank ACTF01 form is an important step in managing your Health Savings Account (HSA) closure effectively. This guide provides clear instructions on how to fill out the form online and ensures that you submit a complete request with the necessary information.

Follow the steps to successfully complete the UMB Bank ACTF01 form.

1. Press the ‘Get Form’ button to access the UMB Bank ACTF01 form and open it for editing.
2. Enter your UMB Health Savings Account Number, which is a 10-digit number found on your HSA statement.
3. Fill in your personal details as the account owner, including your full name, social security number, email address, date of birth, phone number, and your residential address including city, state, and ZIP code.
4. Select the reason for your account closure by checking the appropriate box, either due to permanent disability, no longer being covered by a qualified plan, or another reason, and provide any necessary details.
5. Sign the form. Note that a handwritten signature is required as electronic signatures are not accepted.
6. Include the date of your signature.
7. Return the completed form either by mailing it to the address provided or by emailing a scanned version to the specified email address.
8. After submission, be aware that it may take up to 30 business days for UMB Bank to process the closure request.

Complete your UMB Bank ACTF01 form online today to manage your HSA closure smoothly.