Download Insert Name of Audience

Introduction
Transportation Services
[insert audience name]
[insert date]
Instructions to Presenter
 Customize the first slide to your audience
 Delete the Bicycle Account slide if the employer does not offer it
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What are Transportation Services?
A tax-free way to…
…plan, save and pay some of
your commuting expenses
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$4,380
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Pre-tax dollars for transit and parking
Pre-Tax Funds
Every $1 set aside for
commuting expenses
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Lower Taxable Income
Save 38¢
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Pre-tax dollars for transit and parking
2012 Limits:
$125/Month
Transit
$240/Month
Parking
Total 2012
Limit
$365/
month
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Use it or lose it?
YOU keep more
of
YOUR money.
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Example 1: Parking
What could Jim use the money for? Lunches, gas, baseball tickets…
Calculations based on FICA rate of 7.65%. Jim is a fictional character used to illustrate this OptumHealth Financial Services SM program.
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Example 2: Transit
What could Michelle use the money for? Coffee, books, shoes…
Calculations based on FICA rate of 7.65%. Michelle is a fictional character used to illustrate this OptumHealth Financial ServicesSM program.
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Example 3: Parking + Transit
What could Lourdes use the money for? Groceries, car maintenance, a vacation…
Calculations based on FICA rate of 7.65%. Lourdes is a fictional character used to illustrate this OptumHealth Financial ServicesSM program.
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Many eligible commuting options
 Mass transit: bus, rail, ferry,
subway
 Other eligible options, such
as vanpools
 Parking while you are at work
Mileage, tolls, fuel, taxi fares carpooling and
business travel are not eligible.
Spouse and dependent commuting expenses
are not eligible.
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Bicycle Account
 Up to $20/month in vouchers
 Parking and storage fees
 Equipment, supplies and repairs
 Accumulate vouchers to buy a new bike
 Cannot use during same month as transit
or parking benefit
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Easy to choose, easy to use
www.optumhealthfinancial.com
Adjust your
election at
any time
Begin using at
any time
You decide
how much to
contribute
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Determining your contribution
Look at your expenses
Adjust estimates if your
commute varies.
Change monthly election if
needed
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Contribution Examples
Driving for Flexibility
Going on Vacation
Parking: $20 x 6 days = $120
Parking: $20 x 4 days = $80
Bus: $4 x 15 days = $60
Bus: $4 x 11 days = $44
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www.optumhealthfinancial.com
This communication is not intended as legal or tax advice. Please contact a competent legal or tax professional for personal advice on eligibility, tax treatment, and restrictions.
Federal and state laws and regulations are subject to change. © 2012 OptumHealth Financial Services
Confidential property of OptumHealth. Do not distribute or reproduce without express permission from OptumHealth.
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