Section 125 plan document template: Fill out & sign online

Here's how it works

01. Edit your section 125 plan document template online

01. Edit your premium only plan document template online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send section 125 premium only plan document template via email, link, or fax. You can also download it, export it or print it out.

The easiest way to edit Section 125 plan document template in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our feature-rich and intuitive PDF editor is straightforward. Make the steps below to fill out Section 125 plan document template online quickly and easily:

Log in to your account. Sign up with your email and password or create a free account to test the product before upgrading the subscription.
Import a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Section 125 plan document template. Effortlessly add and underline text, insert images, checkmarks, and signs, drop new fillable areas, and rearrange or remove pages from your document.
Get the Section 125 plan document template accomplished. Download your adjusted document, export it to the cloud, print it from the editor, or share it with other participants via a Shareable link or as an email attachment.

Take advantage of DocHub, the most straightforward editor to rapidly handle your documentation online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

Is Section 125 document the same as a wrap document?

Why Do They Need to Have a Separate Plan Document from the Wrap Plan Document? ERISA plan documents and the Section 125 Cafeteria POP Document are two different types of plans with different purposes and regulations. ERISA plans are regulated by the DOL and Section 125 plans are regulated by the IRS.

How do I create a Section 125 plan document?

Starting a section 125 plan requires following these three simple steps: Complete the necessary plan documents. Notify employees that you are offering a Section 125 cafeteria plan. Hire a TPA to administer your Section 125 plan and process reimbursements.

Who prepares Section 125 plan?

Sec. 125 plan document preparation, guidance, and administration are offered by many professionals in benefits administration services throughout the country. Employers may choose to offer premium-only plans, flexible spending arrangements, and an array of other benefits.

What is an example of a Section 125 plan?

For example, if an employee is taxed on 30% of their income and they direct $100 of their pre-tax pay to a section 125 account, they would be able to spend the full amount on qualified medical expenses, rather than only $70 received on an after-tax basis.

sample section 125 plan document

Section 125 plan document template word Section 125 plan document template pdf free section 125 premium only plan document Section 125 plan document template free simple cafeteria plan template aflac section 125 section 125 plan document requirements paychex section 125 plan