125 Plan Forms Downloads
Employee Enrollment Forms
Get your employees enrolled quickly with our Employee Enrollment Forms. These forms capture the essential information you need to get employees signed up for your Section 125 Plan benefits.
What’s included in the enrollment form:
Employee details (name, address, etc.)
Benefit selections (healthcare, dependent care, etc.)
Employee signature and date
A summary of benefits available under the plan
👉 Download the Employee Enrollment Form
Get employees enrolled easily with our straightforward, fillable form.
Benefit Election Forms
The Benefit Election Form allows employees to formally select the benefits they want under your Section 125 Plan. This form is key to ensuring you capture employee preferences and set up the correct pre-tax deductions.
What’s included in the election form:
Sections for each available benefit
Employee selections and signatures
Clear breakdown of how pre-tax deductions work
👉 Download the Benefit Election Form
Make employee benefit elections clear and easy to document.
Pre-Tax Payroll Deduction Forms
The Pre-Tax Payroll Deduction Form helps ensure that employee benefits are set up with the proper pre-tax deductions. This form provides your payroll department with the information they need to correctly deduct employee contributions before taxes.
What’s included in the deduction form:
Employee deduction amounts
Benefit categories selected by employees
Instructions for payroll processing
👉 Download the Payroll Deduction Form
Set up your payroll deductions accurately with this easy-to-use form.
Compliance Testing Forms
Compliance is crucial when offering Section 125 benefits. Our Compliance Testing Forms help you stay on track with the IRS rules. These forms allow you to document and report necessary compliance checks for your plan.
What’s included in the compliance form:
Records for nondiscrimination testing
Data tracking for eligible employees
Documentation of benefit selections and compliance tests
👉 Download the Compliance Testing Form
Ensure your Section 125 Plan is fully compliant with IRS regulations.
Plan Amendment Forms
Update Your Section 125 Plan
Sometimes changes need to be made to your Section 125 Plan. Use our Plan Amendment Forms to update the plan or modify any benefits. These forms are necessary if you decide to add, remove, or modify benefits for your employees.
What’s included in the amendment form:
Employee notification of changes
New benefit offerings
Signature sections for employee acknowledgment
👉 Download the Plan Amendment Form
Easily update your Section 125 Plan with our official amendment form.
Employer Certification Forms
As an employer, you need to certify your Section 125 Plan to ensure compliance. The Employer Certification Form is required to confirm that the plan meets IRS standards and that all employees have access to the benefits outlined in the plan.
What’s included in the certification form:
Employer details and certification statement
Declaration of IRS compliance
Signature and date of certification
👉 Download the Employer Certification Form
Certify your Section 125 Plan and ensure IRS compliance with this form.
Download All Forms in One Place
We’ve made it easy to access all the forms you need to set up, manage, and stay compliant with your Section 125 Plan. Our comprehensive downloads include everything from enrollment forms to compliance documents, so you can keep your plan running smoothly.
👉 Download All Section 125 Forms Here
Access all of our forms in one convenient place and get started today.
Not sure where to start or which forms you need?
Not sure where to start or which forms you need? Book a consultation or call us today, and we’ll guide you through the process to get your Section 125 Plan set up right!
Book a consultation with our experts.
Get personalized guidance on necessary forms.
Call us today and ensure your Section 125 Plan is set up correctly!
👉 Try Our Tax Savings Calculator Now!
Quickly estimate how much your business could save with a Section 125 Plan.
Book Your Consultation
Explore how Section 125 plans could save your business over $1,000 per W-2 employee each year. Book a free consultation to see how much you could be losing by not having one.
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