Thank you for taking the time to review Forma 2026 Pre-Tax Open Enrollment Guide! This guide is designed to make your 2026 Open Enrollment (OE) season as smooth as possible.
Please review the materials below and reach out to us with any questions. We look forward to partnering with you on a successful 2026 OE Season! 🎉
This section includes the following information to facilitate a successful 2026 plan year launch: Open Enrollment Calendar, Pre-Tax Plan Maximums, Pre-Tax & COBRA Configuration Template, File Specifications, and File Updates for the 2026 Plan Year.
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📅 Open Enrollment Calendar
💰 Pre-Tax Plan Maximums
📄 Pre-Tax & COBRA Configuration Template
🍋 File Specifications (review)
‼️ File Update Reminders for the 2026 Plan Year ‼️
These materials can assist employees in making informed decisions about what pre-tax plans best suit their needs. It can be used during the Open Enrollment and provided to your new hires throughout the plan year.
A full list of resources for download and distribution can be found in our Customer Resource Center 🎉.
Launch collateral for your pre-tax benefits
This section lists helpful Forma information for your admin team and your employees.