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Section 125 Mid-Year Election Change Decision Tool

Quickly check if a benefits change is generally allowed under IRS Section 125 rules

No login. No data saved. Use as often as needed.

What event happened?

What change is being requested?

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When did the event occur?

Within 30 days

Within 60 days

More than 60 days ago

Not sure

What benefit is involved?

Medical / Dental / Vision

Other voluntary coverage

Choose the event first. The requested change options will adjust based on the situation.

Please complete all fields above

Result Badge

Result Title

Result Summary

Next Steps

Create or Restate a Section 125 Plan Document Free

General guidance only. Final eligibility for a mid-year election change depends on the employer’s written Section 125 Plan Document, timing, and facts.

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