Corporate Information Form

A Special Message from Jane Doe

President, Sample, Inc.

Welcome to Your New Employee Benefit Program!

We are pleased to include the Wella’s Way financial wellness program as part of your benefits package. No matter your stage of life … just starting or nearing retirement, single or married … you are unique and it aims to meet your individual needs. This financial education and wellness program provides you with a variety of courses and tools to help you develop budgets, set financial priorities, financial action plans, and more.

Please contact Jane Doe, at 999-999-9999 if you have any questions about your new financial wellness benefit.

Your Organization Code is XXX. Please enter it on the next page.

    I will provide Benefit Plan Information in the space below.I would like to use the sample Benefit Plan Information below.