CAFETERIA PLAN PROPOSAL REQUEST FORM
Print, complete and fax to:
FLEXIBLE BENEFIT GROUP, INC.
ATTN: Kevin Whitney
FAX: 972 991 5155
Company Information:
Official Company Name: _______________________________________
Street Address ______________________________________________
City, State, ZIP ______________________________________________
Contact Name ______________________________________________
Telephone ____________________ Fax __________________________
Any related or subsidiary companies? ____________________________
Plan Information:
New Plan _____ Takeover Plan _____ Start date of Plan Year __________
Number of eligible employees ________________
Number of excluded employees ____________Why__________________
Plan to include:
Eligible Premiums____________
Medical Spending Account _____ Maximum Salary Reduction $_________
Dependent Care ____________ Maximum Salary Reduction $_________
Proposal to be delivered by: W. Forrest Veal, CLU
Veal Benefit Services Inc.
Tel. 972 250 6516
RFP/VBS