Changing Flexible Spending Accounts

This procedure outlines those tasks to change a flexible spending account.

To change flexible spending account

  1. Access Employee Benefit Changes (BN32.1).
  2. Select the Company.
  3. Select the Employee.
  4. Type the date you want to use to determine which benefits you want to display in the As of date field. Plans do not appear that have a stop date before this date.
  5. If you want to limit which plans appear on the form, select the plan types in the Benefit Type fields.
  6. Select the Inquire function.
  7. Select the Change line function
  8. Delete the information in fields Option, Sal Annual and PT.
  9. Select the Change function. The application populates the Option, Sal Annual and PT fields based on the contribution history.
  10. Select Stop in the line action on the appropriate line.
  11. Type the Stop date.
  12. Select the Change form function.
  13. Click the Add button. Benefit Add (BN32.3) opens.
  14. Complete the form. Type the number of times the new deduction amount will be taken for the remaining plan year in the Opt field and enter the new per pay period or prorated annual amount
  15. Select Ok.

Related Reports and Inquiries

To Use
Display plans an employee is enrolled Employee Benefit Summary (BN51.1)
Display an employee's annual contributions and deductions in a benefit plan Employee Benefit Detail (BN51.2)
Display participants of a plan as of a specific date. Current Plan Participants (BN50.1)
Display an employee's flex periods Flex Benefit Periods (BN46.1)
Display an employee's use of flex and pretax dollars for a flex benefit period Flex Benefits Inquiry (BN46.2)
List employees current benefits Employee Benefit Report (BN231)
Run a statement of an employee's current benefits Benefits Statement (BN232)
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