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PLAN CONTRIBUTIONS 7 <br />i <br />rFSA� 7!P •.E <br />Employer Contributions? @No❑Yes ,. <br />Payroll/Funding Cycle (select ane.): El Weekly ❑ Bi -Weekly Sam! -Monthly ❑ Monthly <br />� '❑'4thee <br />t <br />it Lontributlons In 12•mo Plan Year: i <br />Dates applied to Participant accounts based an above salad <br />all <br />dpay}cycfe. <br />Participant Contribution Schedule: <br />VContribution: '� �)-y 2''° Contribution: ��j�%% Las <br />Coa[tibution: )J�%% <br />(hosed on Plan Funding schedule beloiv/fir <br />the EstimatedDuteofAecciPtfEDn)) Other cycles: <br />FSA ,POP T <br />PARTICIPANT AND ELIGIBILITY R_EQUIf;EMENTS •_^ - <br />select the employment requirement below that an eligible employee must m <br />:at in grder to enroll in the <br />Entry and Probationary Period: <br />FlexSystem Plan at open enrollment, or atthe time of hire: <br />❑-On the date ofhire ❑ Vaofthe month after dateofhire <br />E) 30 days after date of hire ❑ 1't of the month after 30 days of continuous employment <br />i <br />{ ❑ 50 days after date of hire Cl 1" of the month after 60 days of continuous employment <br />O 90 days afterdateofhire Cl Other <br />kricludeo Excluded NIA <br />1 <br />❑❑ �, Members of bargaining units, <br />Additional Requirements: p ❑ Part time employees re ular r/ scheduled to work <br />(selxtal[thatappty)_— '❑' ❑ r❑ -i Seasonal employees regularly working at least <br />t least hours per week <br />wit hina year_ <br />❑ ❑ 141 Employees under years or age - <br />-months <br />- PLAN START_-_ '•-„�,. _ _ _- _,_ <br />Flexsystam ddministrado <br />tFSA <br />__ Poe T/P, <br />begin4 <br />Select and complete one oft Oft, optiansto md:cate Fhe Plan Year and when <br />❑ Initial Plan Year(na prior Plan Fists)_ 0 Year Administration_ 2n° <br />fid Sttc esslve Years w� <br />,41(mo/yr) <br />Plan Start Date. First day of: (mo/yr) Firstdayof <br />9 Consecutive Months Conn_ ued: Tw <br />ve (12) month perfad - <br />Note:Plans need not ran an the calendarye_ar (i.e. <br />mnuar 1. December3l) <br />t O Renewal Date A_dministration (TASCadministmtion begins on Plan renewal date) <br />Plan Start Date: day <br />_First <br />Consecutive a Months Continued: Tvielve (12) month period ____ , _ <br />__•,•,j__ -,,,._,e,,,_,_,_„ -..._„f <br />Mid -Year Plan Takeover Plan Start Date <br />1 Current TPA Plan at at zan (mo(ddI'/fI °0 <br />Plao End Date <br />61 - 2d1r_ {mo/did/yrJ <br />TASC FlexSystem Plan: as at 1 7 (mo/dd/yr) - _ <br />_ - <br />PLAN FUNDING �--�_,,,,,,._. <br />i Fs�_ TIP <br />This Scotian defines the Estimated f7dansFee (ECF)method utilized to make benefit payments to your FlexSystem Pan:ripants <br />ECF 11c Mediated by determining <br />the total contributionsforthe Pian Year(employe,andemployer) and divide that total by the number of payments scheduled un <br />If the total ECF collected for the Plan Year r <br />'ECF <br />iYpectedDate P)gecalpt <br />tufts inti excess fees greater man <br />+(ED11). this fee is adjusted as appliableformid-reorenrallment and election changes. <br />paid claims for that Plan year, the excess will be returned to the Pian Sponsor is forfeiture under the Plan. Any fees ar Chargesde <br />'itlh this section are in <br />I <br />addition to the fees due underPart 2: TASC services and Fees. <br />bank�information: <br />To start this process: 1) choose Funding process, (a) vers your Expected Date of Receipt, and (3f enter you <br />_ <br />53 TASC ACH (default): TASC initiates funding paymentvia ACH on the EDR. <br />I <br />�(1) <br />❑ Client MVTASCFunding. client initiates funding Payment via MVTASConorbefore the EDR.Note: Underthisatian,T{iSCwilluse•rourAccount <br />s{ and Rcuting Numbers to post any unpaid funding amounts that arson(1)business <br />y past, he EDR.Ako, additional <br />f annual fee.will apply if ACH is not elected($10.Coper payrq!ll. <br />(2) VeriP/ your Expected Date EOR is the payroll contribution schedule Indicated in the PlanCpntribudansectionto <br />that TASC-will poll an Auto ACH from your designated account and apply the payrolls intribulions <br />f <br />each palyrdll cycle. Thlsls the date <br />to year Pariclpant's I <br />of Receipt (ED R); <br />amount(s), This may or gigynct be the mune dote as the ?a rd cOcat's Payroll deduct? <br />ndotea <br />f(3) Sank Information: ❑ Use same ACH info from Part d of this Application ❑ Use different <br />CH InformStateation as per below: i <br />I <br />Financial institution Name: <br />: <br />1 <br />f Bank Routing Plumber(9 digits): Checking Accou <br />t0: _ <br />ADMIN ONLY: FlexSystem •Special Instructions: T <br />t <br />"Toss <br />Pagea Employer initis S( <br />tGi927-0tJ' ❑ <br />25E-59 <br />