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Reimbursement
Services  >  Plan Details  >  Plan Information

Plan Information  
Client:  ABC BUILDERS INC
* Required Fields

The Plan Begin Date is the first day of the plan year (e.g., your plan runs from January 1 - December 31.  The plan begins date is January 1).

Plan Year/Plan Eligibility Information
* Number of Eligible Employees:
* Will your initial plan year be less than 12 months?  
All subsequent plan years will be 12 months.
* Plan Begin Date: What is the plan begin date?
* Plan End Date:
Plan Eligibility Parameters
* Eligible Class of Employees:
Minimum
  hours per week to be eligible.
* New Hire Waiting Period:
Select days or months:
Number of days/months:
 
Do you have an existing 'Section 125' plan?
* Original Effective Date:
* Original Plan Number:   (501-599)
 
Account Information
Account Type:
Account Name:
Account Name:
* Bank Routing Number: Bank Routing Number
* Account Number:
 
Grace Period - Program includes the 2 ½ month grace period. (IRS released Notice 2005-42)
(Allowed to incur expenses for 2 ½ months following the end of the plan year)

Run-out period (Time period allowed to submit claims following the Grace Period): 45 Days
Pre-Tax Benefit Options

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