Use these categories for quick access to the forms you need. If you require further assistance, please contact us.
Application for the addition of family members to an individual/family or group conversion plan
Tobacco certification form
Non-smoker certification form
Underwriting plan change matrix
Our small group page has forms and other materials available to producers.
Our large group page has forms and other materials available to producers.
2018 small group funding account setup form
Electronic funding authorization
Personal funding account enrollment & change application
Waiver of coverage
Deductible credit form
Late enrollment acknowledgement (if applicable)
UMB HSA beneficiary designation form
UMB HSA authorization form
UMB HSA name change request form
UMB HSA account closure/withdrawal request
UMB HSA funds transfer
HSA expense manual claim form
UMB terms and conditions
UMB Bank, member of the FDIC, is one of the largest independent banks in America since 1913. They have been an industry leader in financial healthcare accounts since 1997.
Express Scripts home delivery mail-order form - Order prescription drugs through the mail from Express Scripts. On behalf of Premera, Express Scripts is an independent company providing pharmacy benefits services.
Health, allergy & medication questionnaire - Complete this questionnaire for all new mail prescriptions to help protect yourself
against potentially harmful drug interactions and side effects.
Prescription drug reimbursement form - Apply for reimbursement of your prescription costs.
Authorization for release of healthcare information and records
Authorization for release of psychotherapy notes
Disclosure accounting request
Request for amendment of record
Request for inspection of records
Affidavit of domestic partnership
Individual domestic partner eligibility requirements
AFT Authorization form for individual major medical
Producer of record change form
Preventive screening services (non-grandfathered plans)
Student status verification
Request for certification of disabled dependent