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Employee Setup Worksheet723 Coliseum Drive Suite 200 Winston-Salem, NC 27106 (336) 7730128 phone (800) 4572143 phone (336) 7731055 accompany Name: CBI Freeway Company ID: CBI Freeway Payroll Specialist:
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Step 1: Gather all the necessary personal and financial information required to fill out the CBIZ Flex Pay form.
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Step 2: Start by entering your personal details such as your name, address, phone number, and social security number.
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Step 3: Provide information about your employment, including your employer's name, address, and contact details.
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Step 4: Indicate the desired contribution amount you want to allocate to your CBIZ Flex Pay account.
05
Step 5: Choose the eligible expenses you intend to pay for using the funds in your CBIZ Flex Pay account.
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Step 6: Review the details you have entered to ensure accuracy and completeness.
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Step 7: Sign and date the CBIZ Flex Pay form.
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Step 8: Submit the completed form to the appropriate entity or individual as specified in the instructions.

Who needs cbiz flex pay?

01
CBIZ Flex Pay is beneficial for individuals who want to take advantage of pre-tax benefits and save money on eligible expenses.
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Employees who want to contribute a portion of their salary towards qualifying expenses, such as healthcare, dependent care, or transit expenses, can benefit from CBIZ Flex Pay.
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Self-employed individuals or small business owners who want to offer a flexible spending account to their employees can also utilize CBIZ Flex Pay.
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CBIZ Flex Pay is a flexible spending account (FSA) benefit offered by CBIZ for employees to set aside pre-tax dollars for eligible medical expenses.
Employees who wish to participate in CBIZ Flex Pay need to complete enrollment forms and provide the necessary information.
Employees can fill out the necessary forms and provide the required information during the open enrollment period set by CBIZ.
The purpose of CBIZ Flex Pay is to help employees save money on eligible medical expenses by allowing them to pay for them with pre-tax dollars.
Employees must report their planned annual contribution amount and any eligible expenses incurred during the plan year.
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