Get Employer Amendment Request Form - Discovery Benefits

The Employer Amendment Request Form - Discovery Benefits is a crucial document for employers wishing to amend their Section 125 Plan in accordance with the HEART Act. This guide will provide clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Employer Amendment Request Form online.

1. Press the 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering the company name in the designated field, ensuring it matches the official registered name of your organization.
3. Fill in the company address, including the street address, city, state, and zip code.
4. Provide the contact name, which should be the person responsible for the amendment request.
5. In the amendment effective date section, enter the date when the amendment will take effect, noting that this cannot be prior to June 18, 2008.
6. Select the QRD amount available to the participant by checking one of the provided options, making sure to understand each option's implications.
7. Indicate how many QRDs may be made by an employee during the same plan year by checking the appropriate box and entering a number if applicable.
8. Specify how medical expenses incurred after the date of the QRD request will be administered by checking the relevant option.
9. Review the taxation information related to QRDs, acknowledging that a QRD is included in the employee's gross income and must be reported accordingly.
10. Ensure the form is completed with the employer's signature and the date of the request at the bottom before submitting.

Complete your documents online today to ensure timely processing.