Connecting with PlanConnect^®

Approval Process

To request a transaction, participants can log into their account through our website or obtain the necessary forms from PlanConnect^®.
PlanConnect^® will review the request to confirm that the plan allows the transaction, that there is sufficient value in the participant’s account and no regulations prevent the transaction from being completed.
Approvals and denials will be communicated to participants electronically or in paper form, quickly and accurately.
If the participant uses electronic approval, it can be printed and immediately forwarded to the provider along with the necessary form(s) for processing.
Participants are encouraged to shorten turnaround time by using web-based self-service tools to initiate or change salary reduction agreements, and to request transactions.