From key dates and file specifications, to resources and help articles (and beyond!)...we designed this guide to make your Open Enrollment (OE) season as smooth as possible.

Included in this year's guide:

Pre-Tax Information:

• OE Calendar
• Pre-Tax Plan Maximums
• Pre-Tax and COBRA Configuration Template
• File Specifications
• Plan Year File Updates

Communication Materials:

• Program Flyers to Promote Pre-Tax Benefits
• Anticipated Emails to Employees from Forma

Forma Resources:

• Helpful Links and Resources for Admin Teams and Employees

Pre-Tax Articles:

• Quick Links to Top Support Articles, including:
  • HSAs
  • Commuter Programs
  • CIP
  • General Platform Questions

Open Enrollment guide for new Forma customers:

Open Enrollment guide for existing Forma customers: