Section 125 plan document template 2026

1. Click ‘Get Form’ to open the Section 125 Cafeteria Plan Adoption Agreement in the editor.
2. Begin by entering the effective date of the plan at the top of the document. This is crucial for establishing when the plan will take effect.
3. Fill in the 'Plan Year' field with the relevant year for your cafeteria plan, ensuring it aligns with your business's operational calendar.
4. Complete the employer information section, including your name, address, city, state, zip code, contact name, email address, telephone number, and fax number.
5. Indicate your type of business by selecting 'Religious Institution' and provide your Federal Tax ID Number.
6. Specify employee eligibility criteria based on service type and conditions outlined in the form.
7. Check all applicable benefits that will be covered under your Section 125 Cafeteria Plan.
8. Detail any additional eligibility requirements that apply to employees regarding enrollment dates and status changes.
9. Finally, have an authorized representative print their name, title, sign the document, and include the church name and date at the bottom.

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