Get Withdrawal Bformb - Umb Bank

Filling out the Withdrawal BFormb for UMB Bank can be straightforward if you follow the right steps. This guide provides clear instructions to help you complete the form accurately, ensuring a smoother processing of your request.

Follow the steps to complete your Withdrawal BFormb online.

1. Click the 'Get Form' button to acquire the Withdrawal BFormb and open it in your preferred editing platform.
2. Input your UMB Health Savings Account number, which is the 10-digit number located on your HSA statement.
3. Select the appropriate withdrawal request option by checking one of the boxes provided: 'Withdrawal Request — Standard Disbursement', 'Withdrawal Request — Excess Contribution Refund', or 'Withdrawal Request — Contribution/Deposit Correction'. Include the amount you wish to withdraw next to the selected option.
4. If you chose 'Excess Contribution Refund', fill out the excess contribution amount and the corresponding tax year.
5. Signature and date: As the account owner, sign the form at the designated area, affirming your request and understanding of its implications.
6. Ensure to double-check all information for accuracy. Save your changes and decide whether to download, print, or share the completed form as necessary.

Complete your Withdrawal BFormb online to manage your health savings account effectively.