1 - Sign agreements & forms
Authorize Payroll Deductions
The first step in setting up your plan is to review and sign the pre-authorized debit form. This form is used to set up payroll deductions and authorizes the withdrawal of employee and employer contributions from your organization’s bank account.
1 - Download, sign and submit the pre-authorized debit form
2 - Download, sign and submit the service and fee agreement
3 - Setup automatic invoicing to pay monthly per employee fee (expect an email from email@example.com)