Prepare Commuter's Expense Reimbursement Flexible Spending Account
This is to request that Core Documents prepare a Section 132 Commuter's Expense Reimbursement Spending Account Plan. I understand that the completed Plan Document, Administrative Forms, and Resolution to Adopt the Plan are to be returned to me within approximately two weeks. I further understand that the preparation fee includes follow-up contact, initiated by me, to explore any related questions. YOUR INFORMATION IS SAFE! Information supplied on this form is used for the purposes of this transaction only as stated.
.
Purchaser Information (i.e. Accountant, Agent, TPA, Payroll Company etc.)
First Name
*
Last Name
*
Company Name
*
Address
*
City
*
State
*
Zip
*
Phone
*
Fax
Email
*
Employer Information for Plan Documents
First Name
*
(document signer)
Last Name
*
(document signer)
Company Name
*
Address
*
City
*
State
*
Zip
*
Phone
*
Fax
Email
*
Form of Business
*
-Select the Business Type-
S Corporation
C Corporation
Partenership
Sole Proprietor
LLC
Non Profit
Government
Employer Federal Id #
*
State of Inc
Number of Employees
Legal Name(s) of Affiliated Company(ies) that will be covered by the Plan (if any):
1.
2.
3.
4.
Name of Plan Administrator: (employer unless otherwise listed)
Name
Address
City
State
Zip
Phone
Effective date will be:
*
a) A New plan effective date as of (Date)
(mm/dd/yyyy)
b) An amended/restatement of previously established Plan as of (date)
(mm/dd/yyyy)
If this is an amended and restatement, state the effective date of the original plan (Date)
(mm/dd/yyyy)
Plan year - The first plan year will be:
*
A 12 consecutive month period beginning
(mm/dd/yyyy)
and ending
(mm/dd/yyyy)
A short plan year beginning
(mm/dd/yyyy)
and ending
(mm/dd/yyyy)
Eligibility requiements:
All employees who will work more than
hours per week.
Waiting Period:
employees can participate the first day of the month following
days
of employment.
How did you hear about Core Documents?
*
Please choose one
Radio Ad
Magazine Ad
Newspaper Ad
Google Search Engine
Yahoo Search Engine
MSN Search Engine
Other Search Engine
TV Ad
My CPA
My Agent
My Lawyer
From a Friend
Other - Please list
or, Other:
Choose Your Plan Options:
*
Prepare Commuter's Expense Reimbursement Plan
$ 99.00 (Plus $15 Shipping & Handling)
Document Maintenance Plan (via PDF email)
$ 69.00 (update an existing Core 132 Plan)
Rush Order (Please Attach your Fed Ex #)
$ 29.00
Summary Plan Description & Election Forms on a Disk
$ 29.00
Notes :
PLEASE VERIFY YOU HAVE COMPLETED ALL OF THE APPROPRIATE
SECTIONS ABOVE BEFORE CONTINUING
Address
From the order review page (next page) there are three options to finalize your order:
1. Proceed to the secure on-line charge card payment form.
2. Print the order review page, (next page) complete the credit card section manually and fax to (941)795-4802.
3. Print the order review page (next page) and fax it with a copy of your check to Core Documents (941)795-4802.
If paying by check, make payable to Core Documents.
Core Documents, Inc.
P.O. Box 14538
Bradenton, FL 34280-4538
Copyright(c) 2005 Core Documents, Inc.
Voice: 941-755-3373 or 888-755-3373
All Rights Reserved
Fax: 941-795-4802
Email:
Service@CoreDocuments.com
Home
I
Contact Us
I
Sitemap
(888) 755-3373
Copyright 2005 Core Documents, Inc., All rights reserved.