Employee Benefits Program Onboarding Questionnaire
Contact Details
Company :
*
Federal Tax Id:
*
Primary Contact :
*
First Name
Last Name
Email :
*
example@example.com
Phone Number :
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company Address :
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you operate on a calendar year basis? (Jan to Dec)
*
YES
NO
If NO, what is your company's fiscal year? (ex. June to May)
EMPLOYEE DETAILS
Number of Employees :
*
Payroll Frequency :
*
Please Select
WEEKLY
BI-WEEKLY
MONTHLY
SEMI-MONTHLY
Current Payroll Service :
*
HR Contact Person : Name & Phone
*
Preferred Employee Onboarding Date :
*
-
Month
-
Day
Year
Date
PROGRAM PREFRENCES
Program Payment Option
*
Please Select
ANNUAL DEPOSIT
QUARTERLY DEPOSIT
ANNUAL BY DEFAULT
Communication Preference for Employees :
*
Email
Portal Notification
Printed Flyers
HR Meetings & Announcements
ALL
Interest in Additional Services for Employees : (out-of-pocket expense)
*
Budgeting Support
Tax Planning Sessions
Life Insurance Quotes
None
Unsure/ Let Employee Decide
Other
Would your company like to host Tax Workshops?
*
Please Select
YES
NO
NOT NEEDED
If yes, which day of the week would work best for you?
What is the company's primary goal for offering this benefit?
*
Please Select
EMPLOYEE RETENTION
EMPLOYEE FINANCIAL WELLNESS
TAX-SAVING STRATEGY
PAY AS LITTLE IN TAX AS POSSIBLE
Next Steps :
1. Sign Enrollment Agreement 2. Payment Confirmation 3. Schedule Enrollment Follow up call, if needed.
Onboarding Call :
Submit
Should be Empty: