Health Savings Account

Tax-deductible funds to pay for medical expenses.

With health care costs escalating, one increasingly attractive health plan option for some employers is the high-deductible health plan, or HDHP. These plans are compatible with health savings accounts, or HSAs, and allow employees to pay for qualified medical expenses with tax-deductible dollars.

Mission Investment Fund HSAs are designed to help you manage your medical expenses. As important, the money you invest remains part of your HSA investment, even if you leave your present employer. If you don’t use all of the funds you invest in your HSA for medical expenses, they can accumulate as tax-free savings for your retirement.

In short, an HSA provides those who qualify for this investment the ability to better afford an HDHP and the opportunity to accumulate tax-deferred income.

A Mission Investment Fund HSA may be purchased for a minimum initial deposit of $5. The HSA investment includes a checkbook that is used to pay for qualifying medical expenses. In addition, customers receive a Visa HSA Disbursement Account debit card may also be used to pay for qualified medical expenses.

UMB Bank, n.a., is the custodian of Mission Investment Fund Health Savings Accounts.

Visit our HSA Service Center to complete an online purchase application and learn more.

Mission Investments are subject to certain risks. See "Risk Factors" following the introduction in the Offering Circular. MIF investments are not bank accounts. As securities issued by a non-profit institution, the investments are not insured by the FDIC, SIPC or any other federal or state regulatory agency. The securities are sold only by means of the Offering Circular. This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein.