Files

Specifications

• What are the pre-tax file requirements?
• Employer-sponsored & HRA demographics file specifications
• Pre-tax demographic file specifications
• Pre-tax election file specifications
• Pre-tax contribution file specifications
• Pre-tax balance transfer file specifications

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File Issue Resolution

• Employer-sponsored and HRA demographics file errors
• Pre-tax file errors: Demographics files
• Pre-tax file errors & warnings: Elections files
• Pre-tax file errors & warnings: Contributions files
• Pre-tax elections file errors: EN036, EN037, EN040, EN041
• Pre-tax elections file error: EN010

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Payroll Files

• Payroll Reports: Currency, FX rates, and funding amounts
• What is a payroll file?
• Standard pay codes for payroll reports
• Handling negative values on payroll reports
• How do I retrieve payroll reports from Forma using Cyberduck SFTP application?

File FAQs

• HSA Last-Month Rule and File Processing Considerations
• Uploading Balance Files in Forma Admin
• Understanding how elections file data effects auto-deposit funding
• Managing Employee ID and Employee Email on files
• How do I correct over-contributions to employee's non-HSA pre-tax accounts?
• Do you provide an audit process on a regular basis?

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Leave of Absence (LoA) Procedures

• How do I use files to manage employees who are on leave?
• Can I send contributions for an employee on leave?