Forms Used to Set Up a Lump Sum Credit

Form Name	Form ID	Navigation	Usage
Categories By Benefit Group	W08350B	Benefits Administration Setup (G08BB4), Categories by Benefit Group On the Work With Benefit Groups form, complete the Benefit Group field with the name of a benefit group that has been set up for flex benefits, and click Find. Select the benefit group and click Select.	Set up a lump sum credit category.
Plan Master	W08320A	Benefits Administration Setup (G08BB4), Plan Master On the Work With Plan Master form, click Add.	Set up a lump sum credit plan.