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Prepare Commuter's Expense Reimbursement Flexible Spending Account
 
 
This is to request that Core Documents prepare a Section 132 Commuter's Expense Reimbursement Flexible Spending Account (FSA) 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 *
     
  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? * 
 
    or, Other:
  Choose Your Plan Options: *
  Prepare Commuter's Expense Reimbursement Flexible Spending         Account $ 99.00 (Plus $15 Shipping & Handling)
  Annual Document Maintenance Plan $ 69.00 (billed every 12 months)
  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  
       
 
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