Plan Document Wizard

New intake — 7. Continuation
draft
Readiness 0 / 6. The wizard runs fine on sparse data, but the documents will show TBD where these aren't filled in: Legal name, Full address, FEIN, Headcount, At least one benefit, Eligibility class.
Steps
Soft-prompt counsel checklist on the last step. Submit moves the status to worksheet complete.
7. Continuation

Worksheet § 7. Enter total employees on the Employer step and we'll pre-select a framework (20+ employees → federal COBRA), or pick one here.

Name of the state framework as it'll appear in the document.
"Bundled" = a single continuation election covers all eligible benefits. "Separately electable" = participants choose per-benefit.