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Kevin Tran

Our own employees (W-2)

Name and contact

Benefits

Change effective on a later date

Make a change effective on a later date

Enter what it will say and the day it takes effect. The card keeps today's answers until then, and the year ahead counts each for its days.

Optional. Tick every plan this person is on.
What they put in from each paycheck, as a percent of pay. Leave blank if they don't put anything in.
What the company pays each month for this person's health, dental and other premiums, from your provider. Leave out the retirement match: it is figured from the plan and what they put in. Enter 0 for no cost; leave blank if unknown.

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Representatives

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Add them once, then pick them for policies, plans or location billing. Find them under Representatives in Who to call.