Enabling commuter balance notification emails is a helpful way to remind employees to monitor and use the funds in their pre-tax Parking and Transit benefits. These notifications encourage employees to spend down excess balances and adjust their election amounts so their contributions better reflect their actual commuting needs. Since commuter funds cannot be taken with them if they leave their employer, these reminders help employees avoid accumulating unused balances.
Administrators can enable this communication and configure the balance threshold that triggers these notifications. For example, employees can receive an email when their account balance reaches a specified amount, such as $500 or $1,000, helping prompt them to review their balance and update their elections if needed. These emails are sent annually to employees who meet the specified threshold criteria at year-end.
For more details about this email, refer to the Forma Email Matrix under the Forma Account Reminders section.
To configure commuter balance notification emails, follow the steps below:
- Login to Forma Admin.
- Navigate to Benefit Accounts.
- Locate your Parking or Transit benefit.
- Click Show Details.
- Select Edit.
- Use the toggle to enable balance notification emails for the benefit.
- Enter the notification amount, which is the minimum balance that will trigger this email to employees.
- Click Save.
If you would like to enable balance notifications for both Parking and Transit benefits, repeat this process for each benefit account.