Setting Up Date Codes for a Specified Enrollment Date
Access the Define Date Codes form.
- First Enrollment
Enter a date that specifies the first opportunity for enrollment during a given calendar year.
For example, you might create quarterly enrollment opportunities for a 401(k) plan.
- Second Enrollment
Enter a date that specifies the second opportunity for enrollment during a given calendar year.
- Third Enrollment
Enter a date that specifies the third opportunity for enrollment during a given calendar year.
- Fourth Enrollment
Enter a date that specifies the fourth opportunity for enrollment during a given calendar year.
- Fifth Enrollment
Enter a date that specifies the fifth opportunity for enrollment during a given calendar year.
- Sixth Enrollment
Enter a date that specifies the sixth opportunity for enrollment during a given calendar year.