Establishing an HSA

Establishing an HSA

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Setting up your WageWorks HSA is easy to do. Just keep in mind that you have to be enrolled in a qualifying high deductible health plan and meet other eligibility requirements. If you qualify and enroll online in our HSA, you will set up a custodial account with UMB Bank, a qualified HSA custodian.*

Online Enrollment

Your employer will let you know when you can set up your HSA. Our enrollment process is conducted through your online WageWorks account. When logging in for the first time, you will need to create a username and password.

As soon as you have logged in, click the Enroll in an HSA quick link. From there, simply read the details about your HSA and follow the online steps. During this process, you will:

  • Review eligibility requirements.
  • Agree to receive enrollment documents electronically.
  • Review and accept terms of HSA documents.
  • Complete the HSA enrollment form.
  • Confirm your information.

Important: You are establishing a personal financial account — one that you own. You must carefully read each webpage and each document during the setup process.

UMB Bank

UMB Bank is a full-service bank that has a reputation for integrity and strength dating back nearly 100 years. Since the inception of Archer medical savings accounts in 1996, UMB has been a leader in delivering financial products and services to the health care marketplace. When health savings accounts were established in 2004, UMB gained national prominence by offering HSAs backed by a commitment to quality and service.

*WageWorks merely assists UMB with the HSA enrollment process and assists UMB with HSA administration.