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.