We are officially launch the
Thank you for taking the time to review Forma’s 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 Implementation Requirements, File Specifications, and Balance Transfer to Forma.
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📅 Open Enrollment Calendar
💰 Pre-Tax Plan Maximums
📄 Pretax & COBRA Implementation Requirements
🍋 File Specifications
↔️ Balance Transfer to Forma (Carryover)
This section contains Communication Materials that can be used during Open Enrollment and provided to new hires throughout the plan year! These materials can assist employees in making informed decisions about what pre-tax plans best suit their needs.
Launch collateral for your pre-tax benefits