Currently Enrolled in the HSA
If you’re currently enrolled in the HSA with HSA Bank and wish to transfer your UMR balance, simply complete the Direct Transfer Request Form and return it to UMR to request your funds be transferred to HSA Bank.
Forms can be sent by mail to:
UMR Consumer-Driven Health
P.O. Box 8022
Wausau, WI 54402-8022
Or by fax at:
1-877-390-4782
Please allow 4-6 weeks from the date you return the form for the funds to transfer into HSA Bank.
Email at:
Send your distribution requests, rollover/transfer requests, other HSA correspondence and inquiries via email to our CDH team. All inquiries will be responded to within 48 hours.
Not Currently Enrolled in the HSA
If you’re not currently enrolled in an HSA, but would like to open an account with HSA Bank to have your HSA funds with UMR transferred, you can transfer by following the steps below:
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Complete your HSA Bank Application.
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Complete the Direct Transfer Request Form and return it to UMR to request your funds be transferred to HSA Bank.
Forms can be sent by mail to:
UMR Consumer-Driven Health
P.O. Box 8022
Wausau, WI 54402-8022
Or by fax at:
1-877-390-4782
Please allow 4-6 weeks from the date you return the form for the funds to transfer into HSA Bank.
Email at:
Send your distribution requests, rollover/transfer requests, other HSA correspondence and inquiries via email to our CDH team. All inquiries will be responded to within 48 hours
Note that you will need your HSA Bank account number for the transfer form. You will receive in the mail an HSA Bank Welcome Kit containing your HSA account number. If you don’t want to wait for the Welcome Kit to arrive, you can log in to the HSA Bank Member Website to obtain your HSA Bank account number two business days after completing your online application.