Financial Wellness Program Enrollment Form

Take Control of Your Financial Future with Our Financial Wellness Program

Financial stress can impact every aspect of your life—from productivity at work to wellbeing at home. This Financial Wellness Program Enrollment Form makes it simple for HR teams to offer comprehensive financial support to employees, helping them access personalized financial planning, debt management tools, retirement guidance, and budgeting resources all in one streamlined process.

Built for HR departments in companies of all sizes, this form template helps you launch or expand your employee benefits program with minimal admin overhead. Employees can self-select the services they need most—whether that's one-on-one consultation with a financial advisor, enrolling in debt management programs, accessing retirement planning tools, or getting set up with budgeting apps that sync with their financial goals.

Why financial wellness matters for your workforce

Organizations that invest in employee financial wellness see measurable returns: reduced absenteeism, higher engagement, improved retention, and a workforce that's less distracted by money worries. This form helps you deliver that value by creating a clear pathway for employees to take advantage of benefits they might not even know they have access to.

With Paperform, you can customize the enrollment experience to match your company's benefits package and branding. Conditional logic shows relevant options based on employee needs, and built-in scheduling lets employees book consultations with financial advisors without any back-and-forth emails. Plus, integrations with your HRIS, Slack notifications for your benefits team, and automated confirmation emails mean the entire enrollment process runs smoothly from start to finish.

Once an employee submits their enrollment, you can use Stepper to automatically trigger next steps—provision access to budgeting apps, send welcome kits for debt management programs, sync enrollment data to your benefits platform, or create calendar events for financial advisor appointments. This turns a simple form into a complete onboarding workflow that requires zero manual follow-up from your HR team.

Who this template is for

This template is ideal for HR managers, benefits coordinators, people operations teams, and employee wellness program administrators who want to make financial wellness resources easy to access and track. It's designed for companies that care about holistic employee support and want a professional, no-code solution that works out of the box.