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  1. Forma Admins
  2. Year End & Post-Termination Guidance
  3. Post-termination

Post-termination

  • How do I calculate the rollover balance from the Pre-tax Account Report?
  • Using transaction reports to process final pay for terminated employees
  • How can terminated employees continue to log in to Forma?
  • Employee terminations and reimbursements
  • How does COBRA administration work?
  • What happens to pre-tax benefits if the account holder passes away?
  • How do I manage terminated employees through files?
  • How do I set up coverage extensions for terminated employees?
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