PTO Exchange

PTO Exchange

PTO Exchange

Allows you to self-direct the value of your unused paid time off (PTO) so you can use it to advance personal financial goals, support charitable projects, even access cash as needed.
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Here's what you need to know

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.

You can enroll now or any time you like. Once enrolled, you’ll have access to your entire PTO balance. You can exchange your eligible hours at any time.

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

 

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How It Works

Number one Online service icon

Create your online PTO Exchange account

Number two Clipboard with checkmark icon

Identify where you want to direct (“exchange”) your PTO time

Number three Signed document icon

Exchange all or part of your accrued PTO time

Number four Person checkmark icon

Feel great about your choices 

You find yourself unable to use all your paid time off this year.

PTO Exchange provides you with control and flexibility over your PTO.

Choose how you want to utilize the dollar value of your PTO to fit your lifestyle.

Frequently Asked Questions

Are You Ready To Get Started?

Sign up online now for free.

Do You Need Help?

Our team is ready

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Phone Number: 1-800-000-0000