Financial Wellness Set Up Request - Form B
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Financial Wellness Process Steps
Request Details
Plan Number
Enter one plan number for impacted client. Changes will be made at the Client level.
MD Corporate A Number
Current FNW Service Model
Please select...
Not enabled
Education Only
Education + Point Solutions
New FNW Service Model
Please select...
Enable Education Only
Enable Education + Point Solutions
Change to Education + Point Solutions
Deactivate FNW
Change to Education Only
Modify the Point Solutions
Deactivate FNW
Release Election Form Date
Note: This is the date in which the solutions office will trigger the Election Form out of Salesforce.
Once the form is submitted back, the elections will be automatically updated.
Please note holidays are not captured on this calendar.
NetBenefits Effective Date
Note: This is the date the SIG team will enable / disable the OSCAR switch and the changes will be reflected in production.
Please note holidays are not captured on this calendar.
An email will be sent to the client regarding enabling Financial Wellness Solutions. Please enter the client contact who should receive this email.
First Name
Last Name
Contact Information
