PTO Exchange gives you a way to take the dollar value of the PTO time you’ve accrued but haven’t used and exchange it for something of similar monetary value. Think of it as a “swap.” You’re essentially trading the money your unused PTO represents for something else you value.

This flexible program allows you to put your exchange privileges to a variety of valuable uses, such as: 

Financial Wellness

• Retirement – Make pre-tax contributions to 401(k) / Roth 401(k), 403(b) and 427 plans
• Education Expenses – Help pay down student loans, make tuition payments or fund their 529 plans
• Healthcare Expenses / Health Savings Accounts – Contribute pre-tax dollars towards your HSA
• Cash Out – Manage rising inflation or unexpected expenses
• Travel Rewards – Use excess PTO for discounted airfare, hotels, and car rentals
• Voluntary Benefits – An alternative way to cover the cost of monthly premiums

Social Wellbeing

• Leave Sharing – Support those who have exhausted their PTO and are facing a hardship
• Charitable Donations – Donate to any of the 501(c)(3)s you support

One of your most valuable workplace benefits is your PTO. Yet every year, nationwide, the majority of people don’t end up using all of their PTO allowance. 

You may hear people talk about this as a “use it or lose it” workplace scenario. It doesn’t feel right to lose out on something you’ve worked hard for all year. PTO Exchange gives you options for making the most of the valuable time you’ve earned.

These form(s) are in Adobe Acrobat Reader (PDF) format and are available for downloading and printing.

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