Thank you for taking the time to review Forma’s 2027 Pre-Tax Open Enrollment Guide! This guide is designed to make your 2027 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 2027 OE Season! 🎉
This section includes the following information to facilitate a successful 2027 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
📄 Pre-tax & 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
Quick Forma tips for messenger apps
Consolidating your HSAs with Forma (Individual transfer process)
This section lists helpful Forma resources for your admin team and your employees!