Employer Upload Site Resources

The resources you need to take advantage of the upload site.

Contribution Data Templates and Administrative Procedures (Instructions) by plan type.

Your Contributions Data Templates were uniquely designed for your plan type. Find your plan and click the Contributions Data Template link to download the Excel file. Need help completing the template? You can also download your plan’s Administrative Procedures if you need additional instructions.

NOTE: Depending on your browser settings, you may need to select “Save Link As” from your browser’s right click or pop-up menu in order to save and open the file. If you receive a blank page when selecting a template try your browser’s “Save Link As” function to open the file from your local computer.

Health Reimbursement Arrangement (HRA)

Special Pay Plan

Employer Sponsored Plan

3121 FICA Alternative Plan

APPLE Plan

Flexible Spending Account (FSA)

Trust

Census and Forfeiture Data Templates

Your Census and Forfeiture Data Templates are not plan-specific. Click either of the links below to download the Excel file.

Educational Materials

Feedback Survey

Please take a few moments to complete our survey.
Your responses will help us improve our service!

Take Survey

Skip to toolbar