Ten easy steps to get started
You can be up and running with TransitChek in about a month!

1. Survey your employees.

• Use the TransitChek Employee Survey to get an idea of how many people are interested in participating and at what level.

2. Design a program that fits your needs.

• Choose from the low-cost, original TransitChek program or our premium benefits administration service, TransitChek Select.
• Select a Program Option: employee-paid, employer-paid, or share-the-fare.
• Consider how often you will order and distribute TransitCheks. To save on shipping and handling costs, order quarterly or semi-annually. Even if you order quarterly, you can distribute vouchers to employees on a monthly basis.

3. Coordinate with your human resources, payroll, and accounting departments.

• If you are offering TransitChek through employee-paid payroll deductions, talk with your payroll department or provider and let them know you want to coordinate a pre-tax payroll deduction for TransitChek under Section 132(f) of the U.S. Internal Revenue Code. Let them know when you want deductions to begin. Assess the impact of any salary deduction on other benefits.
• Human resources can determine employee eligibility and should be aware of any relevant equity issues.

4. Select benefit amount.

• Based on company needs and employee survey responses, determine what level of benefit to provide.
• Remember, we offer $15, $20, $21, $30, $35, $60, and $65 denominations which can be combined to reach any level of participation, up to $115 per month per employee.
• You may opt to offer an additional $20 TransitChek voucher to employees that participate in SEPTA's Permit-by-Mail program. This additional parking benefit is available ONLY when it is combined with a SEPTA monthly trail pass purchase through the Permit-by-Mail program.
• You are welcome to streamline your program by offering a fixed benefit amount or providing only a selection of voucher denominations. For example, you may offer employees two $35 vouchers each month.

5. Set policies and create an optional benefit plan document.

• Employers decide how the TransitChek program will be administered.
• Unlike many federally-sanctioned benefits, you are not required to prepare a benefit plan when you offer TransitChek. However, it is a good idea to let employees know how the program will be administered in your organization.
• Create an (optional) company policy document that lets employees know how to enroll in and leave the program, the allowable benefit amount, relevant dates, payroll deduction schedules, and how your organization will handle issues of voucher expiration or abuse.

6. Allow employees to elect benefit.

• For pre-tax payroll deduction, create a simple election form including the date of the election and the level of participation. Employers decide how often employees can opt in or opt out of the program, or change their deduction amount.
• Consider asking participants to sign the Employee Certification form. This form advises employees of the IRS requirement that TransitCheks be redeemed only by the person to whom they are issued.

7. Place order.

• Simply print and complete the TransitChek Order Form.
• Mail form with payment.
• Your vouchers will arrive in about three weeks.

8. Educate employees.

• Clearly communicate to employees when they should expect vouchers and payroll deductions if applicable.
  
• TransitChek representatives are available to conduct presentations, attend benefit fairs, and provide instructional materials.

9. Distribute vouchers to employees.

• This can easily be done when paychecks are distributed.

10. Re-order.

• Re-order monthly, quarterly, or as-needed.
• Re-order forms are enclosed in your initial order.