Your Open Enrollment Guide: Everything You Need for a Smooth OE Season

Open Enrollment is a busy time of year. From key dates and file requirements to employee communications and helpful resources, there’s a lot to keep track of.

That’s why we created this guide—to bring the most important Open Enrollment information and resources together in one place, so your team can spend less time searching and more time preparing for a successful OE season.

What’s included in this year’s guide?

📅 Pre-Tax Planning & Configuration

• Open Enrollment calendar and key dates
• Pre-tax plan maximums
• How to access your pre-tax and COBRA configuration template
• File specifications
• Plan year file updates

📣 Employee Communications

• Ready-to-use flyers to help promote pre-tax benefits
• Overview of anticipated employee communications from Forma

🔗 Forma Resources

• Helpful links and resources for both Admin teams and employees
• Tools and guidance to support your OE planning and preparation

📚 Pre-Tax Support Articles
Quick access to some of our most helpful resources, including information about:

• HSAs
• Commuter benefits
• CIP
• General platform questions

Bookmark this guide and keep it handy throughout Open Enrollment for quick access to the dates, resources, and information your team needs.

Open Enrollment guide for new Forma customers:

Open Enrollment guide for existing Forma customers: