About Section 132 Parking and Transit Commuter Plan
This Package Includes:
The Commuter’s Expense Flexible Spending Account Plan Document
– Section 132 Parking and Transit Commuter Plan Documents
are personally prepared for each client. The Plan Document should be accepted and signed by an Officer of
the Company and kept on file for review by employees, accountants, etc. Documents can be purchased in
PDF format and emailed to you ASAP for $99, or $149 in the deluxe printed version in a 3-ring binder via
Priority Mail, AND in PDF version via email as soon as your document is completed.
Commuter’s Expense Reimbursement Summary Plan
Description – Each participating employee in the Section
132 Parking and Transit Commuter Plan should receive a copy of the Summary Plan Description (SPD) to
summarize how the plan works in plain English. Explains the Plan Purpose and Administrative Facts.
Section 132 Commuter’s Expense Conversion Election Form –
Personalized for the Company they include Salary Deduction Agreement, and
Benefit Election data for Parking and Mass Transit deductions. Employees signs Election Form to establish
the benefit.
Corporate Resolution to Adopt a Section 132 Transit Plan –
Includes minutes of the Corporate Board, Owners or Partners meeting to adopt the
Section 132 Parking and Transit Commuter Plan as an employee benefit. Resolution should be signed to
establish the Plan.
Administrative Claim Forms – Personalized for the Company they include the Section 132 Parking and Transit
Commuter Plan Claims Forms. Employee completes and returns to administrator with receipts.
Also see: GOP Tax Plan eliminates tax savings on dependent care, transit/parking, more
No annual fee — Core Documents does not require an annual renewal fee to maintain your plan document package. A plan document only needs to be updated when there are changes in the plan or in the law that make it necessary. We will notify you when there are sufficient changes in the Code to require amending and restating your Plan and ask that you keep us informed when there is a change to your plan. You can amend and update your plan document anytime, at a discounted fee and only when necessary, which is the most cost-effective way to maintain it.
Fast Service — Most orders placed by 3 PM are returned via email the same day, Monday through Friday. Weekend orders are sent out Monday morning. Plan document packages are processed in the order received. During our busiest months (December, January, and February), the rush order fee (see order form) marks your document to be processed immediately.
Refund Policy: Goods and services provided by Core Documents, Inc. are non-refundable upon receipt. Orders cancelled prior to shipping are subject to a fee to cover the cost of goods and services provided during the review, draft, and preparation of your order.
The Trusted Source of Affordable Benefit Plan Documents for over 20 Years.
Core Documents is the country’s leading provider of cost-effective, tax-saving benefit plan documents for Section 125 Cafeteria plans and Health Reimbursement Arrangements. The Trusted Source since 1997, thousands of satisfied agents and employer groups nationwide rely upon Core Documents for free plan design consulting services, plan document updates, ERISA Wrap SPDs, and administration services.