Benefits Enrollment Forms

28 Templates

Benefits Open Enrollment Form

Collect benefits enrollment information from employees via secure online forms. Free and easy to customize. Works great on any device. HIPAA compliance option.

Go to Category:Benefits Enrollment Forms

Employee Benefit Enrollment Form

An Employee Benefit Enrollment Form template from Jotform simplifies the process of managing your team's health, insurance, and other benefits. It saves your HR department time and minimizes errors. It's customizable, user-friendly, and ensures all vital information is captured efficiently.

Go to Category:Employee Enrollment Forms

Educational Benefit Form

An educational benefit form is a document used by educational institutions to document financial aid provided for their students. No coding is required. Just customize and make this form on your own.

Go to Category:Education Forms

Health Benefits Coverage Verification Form

The Health Benefits Coverage Verification Form helps HR departments and insurance agents confirm health insurance coverage quickly and efficiently, ensuring accurate data collection and streamlined processes.

Go to Category:Healthcare Forms

Employee Benefits Information Form

The Employee Benefits Information Form helps HR departments collect essential data about employee benefits, ensuring accurate information for health insurance and retirement plans.

Go to Category:Human Resources Forms

Benefit Change Communication Form

The Benefit Change Communication Form helps organizations effectively communicate updates in employee benefits, ensuring clarity and transparency for all staff members.

Go to Category:Human Resources Forms

Government Benefits Portal Access Form

The Government Benefits Portal Access Form helps streamline the application process for individuals seeking access to various government benefits by collecting necessary personal information efficiently.

Go to Category:Application Forms

Health Insurance Premium Authorization

Health Insurance Premium Authorization Form Template for collecting premium payment permission and policy details from applicants, ideal for HR teams, brokers, and insurance administrators using Jotform for online data collection.

Go to Category:Authorization Forms

Benefit Enrollment Status Change Request

Benefit Enrollment Status Change Request Form Templates in Jotform help HR teams collect and track employee benefit status updates, supporting documentation, and effective dates for consistent processing and data collection.

Go to Category:Benefits Enrollment Forms

SIMPLE IRA Salary Deferral Form

Collect SIMPLE IRA salary deferral elections in one place with the SIMPLE IRA Salary Deferral Form, helping employers and payroll teams capture employee authorizations and keep retirement contribution changes organized.

Go to Category:Employee Enrollment Forms

Dental Open Enrollment Scheduler

Schedule dental open enrollment meetings faster with the Dental Open Enrollment Scheduler Form, a Jotform form template for employers, brokers, and clinics that simplifies appointment booking and online data collection.

Go to Category:Appointment Forms

Voluntary Life Insurance Enrollment

Voluntary Life Insurance Enrollment Form helps HR teams and benefits administrators collect employee details, plan selections, and beneficiary information online for optional life insurance programs.

Go to Category:Benefits Enrollment Forms

Benefit Coverage Modification Form

The Benefit Coverage Modification Form from Jotform helps HR teams collect and track employee benefit change requests with a no-code form builder, drag-and-drop interface, and organized data collection.

Go to Category:Benefits Enrollment Forms

Retirement Benefits Overview

The Retirement Benefits Overview template helps organizations communicate essential retirement benefits information to employees, ensuring they understand their options and enrollment processes.

Go to Category:Benefits Enrollment Forms

Retirement Plan Termination Cost Calculator

Estimate retirement plan termination expenses with the Retirement Plan Termination Cost Calculator Form, ideal for plan sponsors and advisors who need consistent data collection and a clear cost summary in Jotform.

Go to Category:Calculation Forms

Benefits And Coverage Overview

Benefits and Coverage Overview Form helps benefits teams, brokers, and administrators collect feedback and questions about current coverage, identify education needs, and guide follow-ups using Jotform form templates.

Go to Category:Benefits Enrollment Forms

Pension Opt Out Request Form

Pension Opt-Out Request Form helps employers collect and track employee opt-out requests online, supporting HR and payroll workflows with clear documentation and faster processing using Jotform.

Go to Category:Human Resources Forms

Pharmacy Benefits Pre Enrollment Questionnaire

Pharmacy Benefits Pre-Enrollment Questionnaire Form helps benefits teams, clinics, and pharmacies collect pre-enrollment details online with Jotform for faster review and consistent pharmacy benefits intake.

Go to Category:Benefits Enrollment Forms

Health Insurance Covered Member Audit Form

Health Insurance Covered Member Audit Form supports benefits and insurance teams with consistent data collection for member coverage verification, audit documentation, and follow-up tracking using Jotform.

Go to Category:Audit

Health Insurance Enrollment Deferral Request Form

Health Insurance Enrollment Deferral Request Form helps employers and benefits administrators collect deferral requests online, standardize data collection, and track each form submission with clear documentation and signatures.

Go to Category:Insurance Forms

Benefit Contact Update Request Form

Collect benefit contact update requests online with the Benefit Contact Update Request Form, ideal for benefits teams and administrators who need accurate data collection, supporting documents, and a clear record of each form submission.

Go to Category:Request Forms

401(k) Hardship Withdrawal Request

Collect and manage participant hardship withdrawal requests with the 401(k) Hardship Withdrawal Request Form by Jotform, helping benefits teams gather documentation and route requests for review in one place.

Go to Category:Banking Forms

401(k) Plan Termination Distribution Request

Collect participant distribution requests during a retirement plan termination with the 401(k) Plan Termination Distribution Request Form, helping administrators gather selections, route approvals, and manage each form submission in Jotform.

Go to Category:Banking Forms
The form templates here are for informational purposes only. Jotform is not providing legal, financial, or other advice, or implying that the forms are legally valid in all or any jurisdictions. Before using any such form, consult an attorney and/or other applicable professionals to make sure that the form meets your needs, legally and otherwise.