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Contents of the Manage Medical Care FSA Plan Year Screen

Use the fields and options to configure the Manage Medical Care FSA Plan Year screen.

Identification

Field	Description
Plan Year	Enter the year, in YYYY format, that you wish to set up. The year must be between 1901 and 2078. When you enter this year, the Start Date defaults to 01/01/YYYY and the End Date defaults to 12/31/YYYY.

Details

Use the date fields this group box to enter the start and end dates for the plan year you are setting up. The date range should be a calendar year and cannot overlap existing plan years. You must also use this group box to enter the maximum dollar amount any employee can elect for the plan year for medical care expenses.

Field	Description
Start Date	This field displays the default starting date for the plan year you have entered. To change this date, enter a new date, in MM/DD/YYYY format, on which this plan year begins. This is a required field.
End Date	This field displays the default ending date for the plan year you have entered. To change this date, enter a new date, in MM/DD/YYYY format, on which this plan year ends.
Maximum Amount	Enter the maximum dollar amount that any employee can elect for medical care FSA expenses for this plan year.
Minimum Amount	Enter the minimum amount that employees are allowed to elect for medical care FSA expenses for this plan year.
Grace Period Days	Enter the number of grace period days for this plan year.
Allow Carryover of Unused Funds	Select this check box to carry over unused medical care FSA employee contribution to the succeeding plan year up to the maximum amount indicated in the Carryover Limit field. This field is disabled and cleared if you enter a value greater than zero in the Grace Period Days field.
Carryover Limit	Enter the maximum amount of unused employee contributions in the current plan year that can be carried over to the succeeding plan year. This field is disabled and blank if the Allow Carryover of Unused Funds check box is not selected.

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Contents of the Manage Medical Care FSA Plan Year Screen

Use the fields and options to configure the Manage Medical Care FSA Plan Year screen.

Identification

Field	Description
Plan Year	Enter the year, in YYYY format, that you wish to set up. The year must be between 1901 and 2078. When you enter this year, the Start Date defaults to 01/01/YYYY and the End Date defaults to 12/31/YYYY.

Details

Use the date fields this group box to enter the start and end dates for the plan year you are setting up. The date range should be a calendar year and cannot overlap existing plan years. You must also use this group box to enter the maximum dollar amount any employee can elect for the plan year for medical care expenses.

Field	Description
Start Date	This field displays the default starting date for the plan year you have entered. To change this date, enter a new date, in MM/DD/YYYY format, on which this plan year begins. This is a required field.
End Date	This field displays the default ending date for the plan year you have entered. To change this date, enter a new date, in MM/DD/YYYY format, on which this plan year ends.
Maximum Amount	Enter the maximum dollar amount that any employee can elect for medical care FSA expenses for this plan year.
Minimum Amount	Enter the minimum amount that employees are allowed to elect for medical care FSA expenses for this plan year.
Grace Period Days	Enter the number of grace period days for this plan year.
Allow Carryover of Unused Funds	Select this check box to carry over unused medical care FSA employee contribution to the succeeding plan year up to the maximum amount indicated in the Carryover Limit field. This field is disabled and cleared if you enter a value greater than zero in the Grace Period Days field.
Carryover Limit	Enter the maximum amount of unused employee contributions in the current plan year that can be carried over to the succeeding plan year. This field is disabled and blank if the Allow Carryover of Unused Funds check box is not selected.