OPEN ENROLLMENT MATERIALS

Click on the links below to download the materials for your plans. Materials are separated into the following categories: For Employers (checklist, eligibility, forms), Employer Toolkit (OE materials to distribute to employees) and For Your Employees (enrollment forms, brochures, worksheets).

For Employers Templates/Forms

·          Open Enrollment Checklist and Order Form

·          Open Enrollment Eligibility Template

·          HRA Employer Forms

·          Employer Banking Form

Employer Toolkit

·          Creating a Benefits Campaign

Information on using OE materials together for maximum employee education

 

·          Intranet Messaging

Messaging for your company’s Intranet announcing Open Enrollment

 

·          HTML Emails – Send instructions

Encourage employee participation with designed emails for your available plans. See Creating a Benefits Campaign.

o    FSA Introduction, FSA Follow-Up, FSA Reminder

o    HSA Introduction, HSA Follow-Up, HSA Reminder

o    HSA Plus Introduction, HSA Plus Follow-Up, HSA Plus Reminder

o    Commuter Introduction, Commuter Follow-Up, Commuter Reminder

 

·          Text Only Emails

Copy and paste the text to send your own email to employees

o    Text Versions

 

·          Presentations

Show these presentations at your benefits meeting or provide on your Intranet for your employees to view

o    Your FSA

o    Your HSA

o    Commuter Benefits

For Your Employees

·          FSA Brochure

·          FSA Brochure (Spanish)

·          HSA Brochure

·          HSA Plus FSA Brochure

·          Commuter Brochure

 

·          FSA/HSA Savings Worksheet

·          Dependent Care Worksheet

 

·          FSA - Enrollment Form

·          HSA - Enrollment Form

·          Commuter - Enrollment Form

·          Request additional PBS Benefits Cards