CCSF Pre-Tax Commuter
Benefits Program

FAQs

I. GENERAL INFORMATION ABOUT THE PRE-TAX COMMUTER BENEFITS PROGRAM

  • G1. What is the City and County of San Francisco Pre-Tax Commuter Benefits Program?

    • The City and County of San Francisco (CCSF) supports employees who ride transit or vanpool to work with a Pre-Tax Commuter Benefits Program that reduces monthly commuting expenses. Deducting the cost of your transit pass or vanpool ride before taxes are taken out of your paycheck saves an average of 25% per month, adding up to substantial savings over the year. This program is for anyone who rides transit or vanpools to work, no matter how infrequently.

      The monthly maximum that can be deducted pre-tax for transit is $130 and for parking is $250 (parking plans are available only if you drive to a BART or Caltrain station and take the train to the office).

      The Pre-Tax Commuter Benefits Program is administered by CommuteSmart, an initiative of the San Francisco Department of the Environment, on behalf of CCSF. The City contracts with WageWorks for benefit delivery and customer service.

    G3. When can I enroll in WageWorks?

    • You can enroll at any time. However, new employees must wait until their second paycheck to enroll.

    G4. How soon can I expect the deductions and benefits to take affect?

    • It takes approximately two months from the deduction deadline before you can start paying for transit, vanpool or parking through the Pre-Tax Commuter Benefits Program. The deduction deadline is the 15th of each month.

    G5. Why is registering with an email address important?

    • You will need to register online with WageWorks to receive your monthly benefits and manage your account. We encourage you to provide a valid email address during the registration process. Email is the only way WageWorks communicates important commuter information to you, such as updates to your order, transit policy changes, etc., as well as order confirmations. If you choose to enroll using your sfgov.org email, remember that if you end your employment with CCSF you will need to update the contact information (i.e. email address) associated with your account in order to continue to receive notices from WageWorks about funds that may still be in your account.

    G6. Can I try an account without making a commitment?

    • Yes. Unlike other pre-tax programs, you can sign up, make changes or stop participating in the program whenever you choose. You also don't need to worry about spending your funds by the end of the year like with some other benefits.

    G7. I do not ride transit frequently; can I still take advantage of the Pre-Tax Commuter
           Benefits Program?

    • Yes, this program provides the flexibility you need. If you bike, carpool or drive in addition to riding transit, enroll in the WageWorks Commuter Transit CARD Plan and choose a deduction amount that will work for you. As long as you are employed by the City and County of San Francisco, the funds on your WageWorks Commuter Card will not expire. The money can be loaded onto your Clipper Card as e-cash, enabling you to use your pre-tax deduction, as you need it. NOTE: If you separate or leave employment with the City and County of San Francisco, you will have 90 days to use the remaining balance on your WageWorks Commuter Card.

    G8. How are my deductions taken?

    • Your monthly pay deductions will be divided equally between two pay periods per month. In months with three pay periods, there will only be two pay deductions. For example, in January 2013, you will have a deduction on the paycheck that occurs on the 1st and 15th of the month, but not the 29th. This will also happen in the months of July and December 2013.
  • G9. What shall I do for months with 3 pay periods when I have e-cash, BART high value or other non-monthly orders?

  • Because pre-tax commuter benefits deductions are only taken during the first two pay periods, it is possible that you will be short of funds during months with 3 pay periods (see City & County payday calendar here). To verify if this is the case for you, log in to your account and select the Commuter Account from the DASHBOARD page to check your balance during the first half of the relevant month.  If needed, supplement your commute expenses by adding personal funds with your transit provider (i.e. Clipper card).
  • G10. What is the difference between a deduction and an order? What are the specific deadlines for each?

  • You can make changes to your deduction and order on the DASHBOARD page of your account. Payroll deductions fund your commuter benefits order. You will not receive your benefits if you have not selected any deductions, but have placed an order. Reversely, if you have selected deductions without an order, you will not receive your benefits.
    • Deduction Deadline: The cutoff for placing, changing or cancelling your monthly payroll deductions is the 15th (effective after two pay dates). For example, change your deduction by January 15 for the February payroll deductions. Funds will then either be available or stopped for the March commuting month. For WageWorks Commuter Card users, the 15th is also your order deadline for placing, changing or cancelling the funds loaded to your card.
    • Ordering Deadline -To place, change or cancel an order (e.g. a voucher, transit pass or parking order), the deadline is the 10th of the month. For example, January 10 is the deadline for February orders. NOTE: This ordering deadline applies to you if you are enrolled in the Transit PASS Plan and have transit passes or vouchers mailed to your home.

    G11. How do I CHANGE or CANCEL my commuter benefits?

    • Transit CARD Plan: SEE FAQ C4
      Transit PASS Plan: SEE FAQ T5
      Parking Plan: SEE FAQ P7
      Vanpool Plan: SEE FAQ V7
    • If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

  • G12. What happens if I cancel my commuter order but not my payroll deduction (applies to participants enrolled in the Transit PASS Plan and/or Parking Plan)?

  • Your WageWorks account will be funded as usual and the unused funds will remain in your account until you use them to purchase a commuter option at a future date. To make, change or stop payroll deductions, you should log in to your account and click on either the CHANGE or CANCEL button or contact WageWorks Customer Service to help you with this change 1-855-428-0446.

    G13. Can I skip a month if I go on vacation?

    • If you're going to be away from work for a while, you can skip a month (or more). If you are on the Transit PASS Plan just cancel your monthly order by the 10th of the month before the benefit month. You won’t lose your eligibility or your log in information. Reinstate your order on the 10th of the month before the benefit month once you return. Remember your deductions will continue unless you change or stop them. If you are enrolled in the Transit CARD Plan stop your deductions by the 15th of the month before the benefit month.
      Transit CARD Plan: SEE FAQ C15
      Transit PASS Plan: SEE FAQ T14
  • G14. If I have a balance in my WageWorks account or on my WageWorks Commuter Card, can I receive a refund?

  • Federal regulations generally prohibit any refund of pre-tax dollars that an employee has elected to have deducted from his or her wages and used to pay for transit, vanpool or parking charges. Excess or unused pre-tax dollars must be used to pay for future transit passes, vanpool charges or parking permits or you forfeit the money. All WageWorks Commuter Card balances and vouchers must be used before the expiration specified on the Card or voucher or the date specified by the program administrator, WageWorks. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left on your WageWorks account or Commuter Card or you forfeit the money.
  • G15. Will the funds in my WageWorks account or on my WageWorks Commuter Card expire at the end of the calendar year?

  • Commuter benefits are not tied to a benefit year, so the funds will remain in your account until exhausted or until you terminate employment. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left in your account or you forfeit the money.

    G16. Where can I go to learn more?

    • If you need additional assistance setting up your account or have more questions, please contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

II. ENROLLING IN THE PRE-TAX COMMUTER BENEFITS PROGRAM

    E.1 How do I sign up and register?

    • A. Before you sign up, choose the Transit or Vanpool option that is right for you. If you already
          know your preferred mode, skip to Step B.

        Transit:
        1. Go to www.511.org Transit Trip Planner to receive transit directions from your home to work.
        2. Visit www.Clippercard.com and click on the appropriate transit agency icon for information on the transit passes available. Contact CommuteSmart at CommuteSmart@sfgov.org for a free Clipper Card.
        3. Calculate monthly costs and decide if a monthly/high value pass or an e-cash option would be best for you. The e-cash option allows you to set the amount you wish to be deducted from your paycheck each month. This is a great option if you do not use transit everyday to get to and from work.

        Vanpool [seven or more commuters (including the driver) share a van]:

        1. Visit CommuteSmart-Vanpool for more information and learn about the incentives available to vanpoolers.
        2. Sign up to receive a personalized contact list of commuters you can start vanpooling with today!

      • Need assistance in finding the right transit line or vanpool to your office? Contact CommuteSmart for personalized assistance at CommuteSmart@sfgov.org.
    • B. Register for a WageWorks account

        NOTE: New employees must wait until their second paycheck to enroll.
        1. The City and County of San Francisco uses a third-party vendor, WageWorks, to administer its Pre-Tax Commuter Benefits Program. To register, go to www.wageworks4me.com/ccsf and select ENROLL under “FIRST TIME USERS”.
        2. On the First Time User screen, fill out the required fields:
          • Your ID Code is the last four digits of your DSW number located on the back of your City ID badge (if you cannot find this number, contact your department’s HR representative).
          • Make sure to include an active email address. Communications about your order and account are sent electronically only.
    • C. Select your Transit Plan

        1. From your Account DASHBOARD, click on ENROLL IN COMMUTER.
        2. Click “Commuter Transit Plan” then go through the enrollment wizard.
        3. Select your operator on the Select Operator page.
        4. Select your Transit Plan.
          • For transit passes or high value tickets available on Clipper, choose the TRANSIT CARD PLAN. Your pre-tax transit deductions are placed on a WageWorks Visa Commuter Card that can be used to purchase passes/tickets at vendor machines (BART, MUNI, etc) or you can set up the card to autoload directly to a Clipper Card (Autoload feature at ClipperCard.com).
          • For vanpool vouchers, choose the TRANSIT PASS PLAN.
    • D. Select Monthly (Payroll Deduction) Amount

        1. Enter the amount you would like deducted from your paycheck each month. This amount should be equal to the cost of your monthly transit pass or vanpool (based on Step A).
        2. To make changes to your deduction amounts, go to the Account DASHBOARD, and select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
    • E. Confirm Contact Information

        1. Confirm your mailing address and contact information (please include a valid e-mail address - all communications and order confirmations for your account will be sent electronically only).
    • F. Confirm Enrollment

        1. Review your plan, deduction amount, and contact information. If correct, click “Submit. ”
        2. To make changes, click “Back. ”

      E2. How do I enroll in a Parking Plan?

      • The Parking Plan is available only if you use BART or Caltrain to commute to the office and need to park at the station. The monthly pre-tax limit is an extra $250 per month. Click here to learn more about how to enroll in a Parking Plan or refer to the Parking Plan FAQ.

    E3. When can I enroll in WageWorks?

    • You can enroll at any time. However, new employees must wait until their second paycheck to enroll.

    E4. How soon can I expect the deductions and benefits to take affect?

    • It takes approximately two months from the deduction deadline before you can start paying for transit, vanpool or parking through the Pre-Tax Commuter Benefits Program. The deduction deadline is the 15th of each month.

III. TRANSIT CARD PLAN (WAGEWORKS COMMUTER CARD)

    C1. What is the WageWorks Commuter Card and how does it work?

    • The Commuter Card is a stored-value card that lets you use pre-tax dollars to pay for eligible commuting expenses with ease at transit agency ticket vending machines, ticket windows, online at your transit agency’s website or the Clipper Card website. Your deductions are placed on the Card each pay period that can be used as a link to fund your Clipper Card with e-cash or saved on the card to purchase your monthly transit passes as needed. When using the Commuter Card at an agency ticket vending machine that accepts both credit and debit cards, be sure to choose "Credit. ” If you choose "Debit” you will be prompted for a PIN and the WageWorks Commuter Card does not have a PIN. For more information, click here.

    C2. Why should I get a WageWorks Commuter Card?

    • The WageWorks Commuter Card offers flexibility and convenience. You should consider enrolling in the Transit CARD Plan if:

      1. Your transit pass is available only on Clipper Card. For example, MUNI fast passes and BART high-value cards are only available on Clipper. The WageWorks Commuter Card can be linked to your Clipper account to purchase passes automatically each month just like a personal credit card. For more information, click here.
      2. You are an occasional transit rider. If you bike, carpool or drive in addition to riding transit, the WageWorks Commuter Card enables you to use your pre-tax deductions to purchase transit fares, as you need it. As long as you are employed by the City and County of San Francisco, the funds on your WageWorks Commuter Card will not expire.

    C3. How soon will I receive my WageWorks Commuter Card?

    • Typically, there is a two-month lag-time between the date you enroll and when you can begin using your WageWorks Commuter Card. If you have not received your WageWorks Commuter Card after two months, contact WageWorks Customer Service at 1-855-428-0446.

    C4. How do I CHANGE or STOP the funds loading to my WageWorks Commuter Card?

    • To CHANGE the funds loading to your WageWorks Commuter Card:

      1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
      2. Click on the Commuter Account section on the DASHBOARD page.
      3. Select CHANGE DEDUCTIONS on the PROGRAM DETAILS page.
      4. Select NEXT on the Instructions page.
      5. Enter your Monthly Election amount on the Select Monthly Amount page then select NEXT.
      6. Select SUBMIT on the Confirm Enrollment page to confirm the change.

      To STOP the funds loading to your WageWorks Commuter Card:

      1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
      2. Click on the Commuter Account section on the DASHBOARD page.
      3. Select STOP DEDUCTIONS on the PROGRAM DETAILS page.
      4. Select Commuter Transit Plan on the STOP DEDUCTIONS page.
      5. Select Stop Monthly Deductions on the Deductions Details page.
      6. Select NEXT to return to the PROGRAM DETAILS page.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

      C5. Is the Commuter Card a Credit Card?

      • The Commuter Card is a stored-value card, which works just like a credit card at transit locations, though there is no line of credit and your personal credit is unaffected by use of the card. Only the funds you elect to put on the card through pre-tax deductions are available for use with transit vendors. When using the Commuter Card at an agency ticket vending machine that accepts both credit and debit cards, be sure to choose "Credit. ” If you choose "Debit” you will be prompted for a PIN and the WageWorks Commuter Card does not have a PIN.

      C6. What is the difference between the WageWorks Commuter Card and the Clipper Card?

      • The WageWorks Commuter Card is a card issued by WageWorks that stores the pre-tax money you elect to deduct every paycheck. It can be used to purchase your transit passes or linked to your Clipper Card to set up recurring transit pass orders and e-cash.

        The Clipper Card® is a San Francisco Bay Area all-in-one transit card that is widely accepted at transit agencies, including MUNI, BART,Caltrain, SamTrans, Golden Gate Transit and the ferries. It can hold multiple passes and up to $300 in cash value at one time. E-cash value on your Clipper Card can be used to ride any participating transit system. All CCSF employees are eligible to receive a free Clipper Card. Contact CommuteSmart at CommuteSmart@sfgov.org to pick up your free Clipper Card.

      C7. How can I use my Clipper Card with my WageWorks Commuter Card?

      • You can load e-cash or transit passes onto your Clipper Card as needed by using your WageWorks Commuter Card at transit station kiosks just as you would use your personal credit card. When the machine asks you if you are using a credit or debit card be sure to select “Credit” [SEE FAQ C5]. You can also link your Clipper and WageWorks Commuter cards online for recurring loads using the Autoload feature at ClipperCard.com.

      C8. How do I add more non-pre-tax funds to my WageWorks Commuter Card

      • If your mass transit order exceeds your available balance, you can add funds to your Card using your personal credit or debit card. Follow the steps below to link the Commuter Card to a personal credit card:

        1. Log in to your account at www.wageworks4me.com/ccsf.
        2. Click on the Commuter Account section on the DASHBOARD page.
        3. Select ADD FUNDS TO ACCOUNT button on the PROGRAM DETAILS page.
        4. Select NEXT on the Instructions page.
        5. Enter the amount you wish to add to your account then select NEXT and enter your personal credit card information.
        6. Select SUBMIT to Confirm Funding.
        7. Availability of funds may take up to two business days. You can add funds as often as you need, but you cannot add funds while a request is pending.

      C9. Can I swipe the WageWorks Commuter Card at the transit turnstile/fare gate?

      • No, you must use it to buy your ticket at transit agency kiosks before entering the transit station.

      C10. Can I use my WageWorks Commuter Card at stores such as Walgreens or Safeway?

      • No. Per IRS regulations, you can only use the Card at transit agency ticket vending machines, ticket windows, online at your transit agency’s website or the Clipper Card website to pay for eligible transit expenses. It cannot be used at retailers, even those selling eligible transit media.

      C11. Can I use my WageWorks Commuter Card to pay for parking?

      • No. The WageWorks Commuter Card is meant to pay for transit expenses only. Participants should enroll for a Parking Account and take advantage of the $250 pre-tax limit for eligible parking expenses. Refer to the PARKING PLAN section for more information.

      C12. What happens to the balance on my card?

      • Any unused balance will remain on your card for future use as long as you are still employed with the CCSF. You can check your balance anytime by logging in to your account at www.wageworks4me.com/ccsf. If you separate from CCSF, you will have 90 days to use any pre-tax dollars left on your WageWorks Commuter Card or you forfeit the money.
    • C13. If I have a balance in my WageWorks account or on my WageWorks Commuter Card, can I receive a refund?

    • Federal regulations generally prohibit any refund of pre-tax dollars that an employee has elected to have deducted from his or her wages and used to pay for transit, vanpool or parking charges. Excess or unused pre-tax dollars must be used to pay for future transit passes, vanpool charges or parking permits or you forfeit the money. All WageWorks Commuter Card balances must be used before the expiration specified on the Card or the date specified by the program administrator, WageWorks. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left on your WageWorks Commuter Card or you forfeit the money.
    • C14. Will the funds in my WageWorks account or on my WageWorks Commuter Card expire at the end of the calendar year?

    • Commuter benefits are not tied to a benefit year, so the funds will remain in your account until exhausted or until you terminate employment. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left in your account or you forfeit the money.

      C15. Can I skip a month if I go on vacation?

      • If you're going to be away from work for a while, you can skip a month (or more). You will want to stop your deductions by the 15th of the month before the benefit month before you leave. For example, if you are going to be away from work in the month of December, you will want to stop your deductions by November 15th.

        To CHANGE or STOP your monthly payroll deductions:

        1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
        2. Click on the Commuter Account section on the DASHBOARD page.
        3. Select the STOP DEDUCTIONS button on the PROGRAM DETAILS page.
        4. Select Stop Monthly Deductions on the Deductions Details page.

      C16. Where can I go to learn more?

      • To learn more about the Commuter Card click here to download the commuter card flyer.

        If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

IV. TRANSIT PASS PLAN

    T1. What is the Transit PASS Plan?

    • You should consider enrolling in the Transit PASS Plan if you are a vanpool rider and need vouchers to pay your coordinator/driver.

    T2. When will I receive my transit pass?

    • You can expect your pass or voucher in the mail before the first day of the benefit month. For example, your November pass will arrive during the last week of October.

    T3. Can I try an account without making a commitment?

    • Yes. Unlike other pre-tax programs, you can sign up, make changes or stop participating in the program whenever you choose. You also don't need to worry about spending your funds by the end of the year like with some other benefits.

    T4. When can I enroll in the Transit PASS Plan and when will I receive my benefits?

    • You can enroll at any time. However, new employees must wait until their second paycheck to enroll. Because the program has monthly enrollment deadlines, the month you begin to receive your benefit depends on which day you enroll. Typically, there is a two-month lag-time between the date you enroll and when you receive your first pass or voucher in the mail. You can also cancel at any time before the monthly cutoff; your cancellation will become effective on the same schedule as enrollment.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    T5. How do I CHANGE, CANCEL or STOP my Transit PASS Plan deduction and order?

    • NOTE: If you wish to cancel your commuter benefit under the Transit PASS Plan, you must complete TWO steps: (1) Cancel your DEDUCTIONS (2) Cancel your commuter benefit ORDER.
      To CHANGE your monthly payroll deductions:
      1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select CHANGE DEDUCTIONS on the PROGRAM DETAILS page.
      4. Select NEXT on the Instructions page.
      5. Enter your Monthly Election amount on the Select Monthly Amount page then select NEXT.
      6. Select SUBMIT on the Confirm Enrollment page to confirm the change.

      To STOP your monthly payroll deductions:

      1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select STOP DEDUCTIONS on the PROGRAM DETAILS page.
      4. Select Stop Monthly Deductions on the Deductions Details page.
      5. Select NEXT to return to the PROGRAM DETAILS page.

      To CHANGE or CANCEL your commuter benefit order: [SEE FAQ G10.]

      1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select the order you wish to change or stop in the Current Order section on the PROGRAM DETAILS page.
      4. To CHANGE your order, enter the information you wish to CHANGE on the EDIT A PURCHASE page then select NEXT.
      5. TO CANCEL your order, select CANCEL THIS ORDER at the bottom of the EDIT A PURCHASE page.
      6. Select NEXT to return to the PROGRAM DETAILS page.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    T6. What happens if I cancel my commuter order but not my payroll deduction?

    • Your WageWorks account will be funded as usual and the unused funds will remain in your account until you use them to purchase a commuter option at a future date. To make, change or stop payroll deductions, you should log in to your account and click on either the CHANGE or CANCEL button or contact WageWorks Customer Service to help you with this change 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    T7. What if I want to buy a transit pass that costs more than the balance in my WageWorks account?

    • If your mass transit order exceeds your available balance, you can supplement your order using your personal credit or debit card. Follow the steps below to add a personal credit card to cover the balance:

      1. Log in to your account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select the order you wish to CHANGE or CANCEL in the Current Order section on the PROGRAM DETAILS page.
      4. Select NEXT on the EDIT A PURCHASE page.
      5. Confirm your contact information then select NEXT.
      6. Select CREDIT CARD on the PLACE YOUR ORDER page and enter your personal credit card information.
  • T8. What if I do not have enough funds in my WageWorks account to cover my Clipper Autoload amount?

  • You may supplement the balance by personal credit card or debit card:

    1. Log in to your account at www.wageworks4me.com/ccsf.
    2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
    3. Select the order you wish to CHANGE or CANCEL in the Current Order section on the PROGRAM DETAILS page.
    4. Select NEXT on the EDIT A PURCHASE page.
    5. Confirm your contact information then select NEXT.
    6. Select CREDIT CARD and enter your personal credit card information.

    T9. What happens if I don't receive my transit pass or vanpool voucher?

    • You should contact WageWorks at 1-855-428-0446 to report the missing order within the first 3 business days of the benefit month. (Please note that customer service staff cannot assist with late or lost pass issues until the 1st day of the benefit month.) WageWorks will provide a special handling form to allow a refund only for the out of pocket purchase of a replacement pass as a result of an undelivered pass. The special handling form must be submitted with a photocopy of the receipt for the same pass purchased out of pocket within the benefit month. WageWorks will not provide more than two refunds per participant in any 12-month period. WageWorks is not required to refund any participant who provided an inaccurate address or did not update a change to the address efore that month’s ordering deadline.

      Tips for Filling out the Special Handling Form

      1. Complete a separate form for each undelivered pass.
      2. Read every box and provide all requested information pertaining to you and your claim. Make sure you sign the form and include a legible copy of your out of pocket receipt.
      3. Provide the legal name your employer has for you in your official records, not your nickname.
      4. Make a copy of the completed form and your receipt for the out-of-pocket expense or the front and back of the pass (that shows the cost of your pass) and retain it until the request has been resolved.

    T10. How long do I have to file my claim for a refund?

    • The deadline to report a claim for the refund of your out-of-pocket purchase due to an incorrect or undelivered transit pass is the third business day of the benefit month for which the pass was intended. The deadline for WageWorks’ receipt of the claim form with supporting documentation is the end of the benefit month for which the pass was intended. Please note that customer service staff cannot assist with late or lost pass issues until the 1st day of the benefit month.

    T11. Can I use funds from my Transit PASS Account to pay for parking expenses?

    • No, once you have elected a deduction for Transit the accrued funds must be used for transit. Parking and Transit Accounts cannot be mixed. Participants should enroll for a Parking Account and take advantage of the $250 pre-tax limit for eligible parking expenses. Refer to the PARKING PLAN section for more information.

    T12. Will the funds in my WageWorks account expire at the end of the calendar year?

    • Commuter benefits are not tied to a benefit year, so the funds will remain in your account until exhausted or until you terminate employment. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left in your account or you forfeit the money.

    T13. If I have a balance in my account, can I receive a refund?

    • Federal regulations generally prohibit any refund of pre-tax dollars that an employee has elected to have deducted from his or her wages and used to pay for transit or vanpool expenses. Excess or unused pre-tax dollars must be used to pay for future transit passes or vanpool expenses or you forfeit the money.

    T14. Can I skip a month if I go on vacation?

    • If you're going to be away from work for a while, you can skip a month (or more). You will want to stop your monthly order by the 10th of the month deadline before you leave. You won't lose your eligibility or your log in information. Reinstate your order before the 10th of the benefit month. Remember your deductions will continue unless you change or stop them.

      To CHANGE or CANCEL your commuter benefit ORDER:

      1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select the order you wish to CHANGE in the Current Order section on the PROGRAM DETAILS page.
      4. To CHANGE your order, enter the information you wish to CHANGE on the EDIT A PURCHASE page then select NEXT.
      5. TO CANCEL your order, select CANCEL THIS ORDER at the bottom of the EDIT A PURCHASE page.
      6. Select NEXT to return to the PROGRAM DETAILS page.

      To STOP your monthly payroll DEDUCTION:

      1. Log in to your Commuter account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select the order you wish to STOP in the Current Order section on the PROGRAM DETAILS page.
      4. Select STOP DEDUCTIONS on the PROGRAM DETAILS page.
      5. Select Stop Monthly Deductions on the Deductions Details page.
      6. Select NEXT to return to the PROGRAM DETAILS page.

    T15. Where can I go to learn more?

    • To learn more about transit click here to download a transit flyer.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

V. PARKING PLAN

    P1. What parking options are available?

    • If you park and then take transit, you are eligible for up to $130 in benefits to pay for parking at or near a BART or Caltrain station. NOTE: You must also be enrolled in a Transit CARD Plan to be eligible for a Parking Plan
      There are two options for how to handle your parking payments.

      1. Pay My Provider: Schedule direct payments to your parking provider. WageWorks will pay your parking provider on your behalf, in time for the start of each order month. This works well if you pay for a monthly parking space at a BART station.
      2. Pay Me Back: Get reimbursed for eligible parking expenses. If you don’t pay on a monthly basis or if you purchase a monthly parking permit from Caltrain, select this option. You can request your reimbursement online or download and submit a Pay Me Back claim form.

    P2. Can I try an account without making a commitment?

    • Yes. Unlike other pre-tax programs, you can sign up, make changes or stop participating in the program whenever you choose. You also don't need to worry about spending your funds by the end of the year like with some other benefits.
  • P3. I do not ride transit frequently; can I still take advantage of the Pre-Tax Commuter Benefits Program?

  • Yes, you can still take advantage of the pre-tax parking program and save between 25% and 40% on your parking expenses as you pay for them via pre-tax payroll deduction and elect only the amount you need to cover your expenses.

    P4. How do I enroll in the Parking Plan?

    • To enroll in the Parking Plan, take the following steps:

      1. Log in to www.wageworks4me.com/ccsf
      2. Select ENROLL IN COMMUTER or click on the Commuter Account section on the DASHBOARD page.
      3. Select Parking Plan link.
      4. Enter your Monthly Election amount on the Select Monthly Amount page then select NEXT.
      5. Select SUBMIT to Confirm Enrollment.

    P5. How do I enroll in a parking account for BART?

    • You must be enrolled in WageWorks Commuter Transit Plan [SEE FAQ E1 B.] and Parking Plan [SEE FAQ P4.] before you can make your parking election. If you are not yet enrolled [SEE FAQ E1 B.].

      1. Log in to www.wageworks4me.com/ccsf.
      2. Click on the Commuter Account section on the DASHBOARD page.
      3. Select PLACE COMMUTER ORDER on the PROGRAM DETAILS page.
      4. Select Park and Ride on the PLACE COMMUTER ORDER page.
      5. Select BART on the Select Your Station page.
      6. Select your station or stop then select NEXT.
      7. If you have a monthly parking pass, select Parking Pay My Provider on the Select Parking Option page.
        1. Enter your account information then select NEXT.
        2. Enter the amount and select your order frequency then select NEXT on the Account & Frequency page.
        3. Select SUBMIT ORDER to confirm your order.
        4. Payment will be made directly to your parking vendor for the designated commuter month. (Your account will be active two months after enrollment. For example, if you set up your account by April 15th, your May deductions will be applied to your June parking order).
      8. If you don’t pay on a monthly basis, select Parking Pay Me Back on the Select Parking Option page.
        1. Enter your Parking Provider address on the Pay Me Back page then select NEXT.
        2. Enter the amount and select your order frequency then select NEXT on the Account & Frequency page.
        3. Confirm your contact information then Select NEXT.
        4. Select SUBMIT ORDER to confirm your order.
        5. After you have paid for your parking permit and the parking expense benefit month has started, you can sign in at www.wageworks4me.com/ccsf and request reimbursement of your parking expense.
        6. To submit a Pay Me Back claim, SUBMIT A RECEIPT OR CLAIM on the DASHBOARD page.
        7. Select Commuter Claim Pay Me Back then choose to file a paper claim (if you have receipts) or file Online (if your provides does not provide receipts).

      NOTE: While your WageWorks account is being established, BART requires you to pay for your first month before WageWorks can pay BART.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    P6. How do I enroll in a parking account for Caltrain?

    • You must be enrolled in WageWorks Commuter Transit Plan [SEE FAQ E1 B.] and Parking Plan [SEE FAQ P4.] before you can make your parking election. If you are not yet enrolled [SEE FAQ E1 B.].

      NOTE: You must have a valid Monthly Transit Pass or 8-ride Ticket loaded on your Clipper Card to purchase a monthly parking permit at Caltrain station ticket vending machines. You will be asked to enter your 10-digit Clipper Card number for verification. You must be enrolled in the Parking Plan before you can make your parking election [SEE FAQ E1 B.].

      1. Log in to www.wageworks4me.com/ccsf.
      2. Click on the Commuter Account section on the DASHBOARD page.
      3. Select PLACE COMMUTER ORDER on the PROGRAM DETAILS page.
      4. Select Park and Ride on the PLACE COMMUTER ORDER page.
      5. Select Caltrain on the Select Your Station page.
      6. Select your station or stop then select NEXT.
      7. Select your parking facility from parking providers listed.
      8. Enter your Parking Provider address on the Pay Me Back page then select NEXT.
      9. Enter the amount and select your order frequency then Select NEXT on the Account & Frequency page.
      10. Confirm your contact information then Select NEXT.
      11. Select SUBMIT ORDER to confirm your order.
      12. After you have paid for your parking permit and the parking expense benefit month has started, you can sign in at www.wageworks4me.com/ccsf and request reimbursement of your parking expense.
      13. To submit a Pay Me Back claim, SUBMIT A RECEIPT OR CLAIM on the DASHBOARD page
      14. Select Commuter Claim Pay Me Back then choose to file a paper claim (if you have receipts) or file Online (if your provides does not provide receipts).

      NOTE: You must have a valid Monthly Transit Pass or 8-ride Ticket loaded on your Clipper Card to purchase a monthly parking permit at Caltrain station ticket vending machines. You will be asked to enter your 10-digit Clipper Card number for verification.

      For more information go to: http://www.caltrain.com/Fares/howtobuy/clipper/Monthly_Parking_for_Clipper_Card.html.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    P7. How do I CHANGE or CANCEL my parking order?

    • To CHANGE or CANCEL your parking order, take the following steps:

      1. Log in to your account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select the order you wish to CHANGE or CANCEL in the Current Order section on the PROGRAM DETAILS page.
      4. To CHANGE your order, enter the information you wish to CHANGE on the PARKING PAY ME BACK or PAY MY PROVIDER page then select NEXT.
      5. TO CANCEL your order, select CANCEL YOUR ORDER at the bottom of the PARKING PAY ME BACK OR PARKING PAY MY PROVIDER page.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    P8. What happens if I cancel my commuter order but not my payroll deduction?

    • Your WageWorks account will be funded as usual and the unused funds will remain in your account until you use them to purchase a commuter option at a future date. To make, change or stop payroll deductions, you should log in to your account and click on either the CHANGE or CANCEL button or contact WageWorks Customer Service to help you with this change 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

  • P9. What if I want to buy a parking option that costs more than the balance in my WageWorks account?

  • If your parking order exceeds your available balance, you can supplement your order using your personal credit or debit card. Follow the steps below to add a personal credit card to cover the balance:

    1. Log in to your account at www.wageworks4me.com/ccsf.
    2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
    3. Select the order you wish to CHANGE or CANCEL in the Current Order section on the PROGRAM DETAILS page.
    4. Select NEXT on the PARKING PAY ME BACK OR PAY MY PROVIDER page.
    5. Confirm your contact information then select NEXT.
    6. Select CREDIT CARD on the PARKING PAY ME BACK or PARKING PAY MY PROVIDER page and enter your personal credit card information.

    P10. What if I want to buy a parking option that costs less than the value on my WageWorks account?

    • The difference will remain in your WageWorks parking account until you use it to purchase a parking option at a future date.

    P11. Can I use funds from my Parking Account to buy a transit pass?

    • No, once you have elected a deduction for parking the accrued funds must be used for Parking. Parking and Transit Accounts cannot be mixed. Refer to the WAGEWORKS COMMUTER CARD or TRANSIT PASS PLAN section for more information.

    P12. If I have a balance in my account, can I receive a refund?

    • Federal regulations generally prohibit any refund of pre-tax dollars that an employee has elected to have deducted from his or her wages and used to pay for parking expenses. Excess or unused pre-tax dollars must be used to pay for future parking expenses or you forfeit the money.

    P13. Will the funds in my WageWorks account expire at the end of the calendar year?

    • Commuter benefits are not tied to a benefit year, so the funds will remain in your account until exhausted or until you terminate employment. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left in your account or you forfeit the money.

    P14. Where can I go to learn more?

    • To learn more about parking click here to download a parking flyer.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

VI. VANPOOL OPTIONS

    V1. What is a vanpool?

    • Vanpooling is convenient and economical, especially if you work 20-25 miles one way or more from home. A vanpool is when seven or more commuters, including the driver, share a van. Vans may be owned by one of the vanpoolers or leased from a vanpool rental company.

    V2. Can I try an account without making a commitment?

    • Yes. Unlike other pre-tax programs, you can sign up, make changes or stop participating in the program whenever you choose. You also don't need to worry about spending your funds by the end of the year like with some other benefits.

    V3. How do I start vanpooling?

    • There are a two ways you can start a vanpool:

      1. Join an active vanpool: Register with www.sfenvironment.org/transportation/sustainable-commuting-programs/rideshare and use the 511 RideMatch service to find vanpool partners, or
      2. Start a vanpool with other city employees - Get at least seven passengers (including the driver) to agree to participate. Then select a vanpool provider, such as vRide or Enterprise Vanpools and register for incentives at 511.org.

      Find out more at: sfenvironment.org/ridesharematch or contact a 511.org Van Consultant at 510-273-3616 to assist you in the steps,including rider recruitment.

    V4. How can I use the benefit to pay for my vanpool?

    • To use the vanpool benefit, take the following steps:

      1. Log in to www.wageworks4me.com/ccsf
      2. Select ENROLL IN COMMUTER or click on the Commuter Account section on the DASHBOARD page.
      3. Select Transit Plan.
      4. Select NEXT on the Instructions page.
      5. Select your operator on the Select Operator page.
      6. Select Transit PASS Plan on the Select Plan page.
      7. Enter your Monthly Election amount on the Select Monthly Amount page then select NEXT.
      8. Select SUBMIT to Confirm Enrollment.

    V5. How do I enroll to obtain direct payment to my vanpool?

    • You must first be enrolled in the Transit PASS Plan before you can make your vanpool election. If you are not yet enrolled. [SEE FAQ E1 B.].

      1. Log in to www.wageworks4me.com/ccsf.
      2. Select Vanpool from the PLACE COMMUTER ORDER page.
      3. Select NEXT on the instructions page.
      4. Select your vanpool provider from the providers listed
      5. Select Express Payment option.
      6. Enter your account number, van/vehicle number and select your monthly payment amount then select NEXT.
      7. Select SUBMIT ORDER to confirm order.

    V6. How do I enroll to obtain vanpool vouchers?

    • You must first be enrolled in the Transit PASS Plan before you can make your vanpool election, if you are not yet enrolled. [SEE FAQ E1 B.].

      1. Log in to www.wageworks4me.com/ccsf.
      2. Select Vanpool from the PLACE COMMUTER ORDER page.
      3. Select NEXT on the instructions page.
      4. Select your vanpool provider from the providers listed.
      5. Select Vanpool Voucher or Rideshare Voucher option.
      6. Select the face value of the amount needed and quantity then select NEXT.
      7. Confirm your contact information then select NEXT.
      8. Select SUBMIT ORDER to confirm your order.

    V7. How do I CHANGE or CANCEL my vanpool commuter benefit order?

    • To CHANGE or CANCEL your vanpool benefit order, take the following steps:

      1. Log in to your account at www.wageworks4me.com/ccsf.
      2. Select the CHANGE or CANCEL button on the DASHBOARD page or click on the Commuter Account section on the DASHBOARD page.
      3. Select the order you wish to CHANGE or CANCEL in the Current Order section on the PROGRAM DETAILS page.
      4. To CHANGE your order, enter the information you wish to CHANGE on the EDIT A PURCHASE page then select NEXT.
      5. TO CANCEL your order, select CANCEL YOUR ORDER at the bottom of the EDIT A PURCHASE page.
      6. Select NEXT to return to the PROGRAM DETAILS page.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    V8. When will I receive my vanpool voucher?

    • You can expect your pass or voucher in the mail before the first day of the benefit month. For example, your November pass will arrive during the last week of October.

    V9. What happens if I cancel my commuter order but not my payroll deduction?

    • Your WageWorks account will be funded as usual and the unused funds will remain in your account until you use them to purchase a commuter option at a future date. To make, change or stop payroll deductions, you should log in to your account and click on either the CHANGE or CANCEL button or contact WageWorks Customer Service to help you with this change 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

    V10. If I have a balance in my account, can I receive a refund?

    • Federal regulations generally prohibit any refund of pre-tax dollars that an employee has elected to have deducted from his or her wages and used to pay for transit, vanpool or parking charges. Excess or unused pre-tax dollars must be used to pay for future transit passes, vanpool charges or parking permits or you forfeit the money. All vouchers must be used before the expiration specified on the voucher or the date specified by the program administrator, WageWorks. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left in your account or you forfeit the money.

    V11. Will the funds in my WageWorks account expire at the end of the calendar year?

    • Commuter benefits are not tied to a benefit year, so the funds will remain in your account until exhausted or until you terminate employment. If you separate from the City and County of San Francisco, you will have 90 days to use any pre-tax dollars left in your account or you forfeit the money.

    V12. Where can I go to learn more?

    • To learn more about vanpooling click here to download a vanpool flyer.

      If you need further assistance setting up your account, you can also contact WageWorks Customer Service at 1-855-428-0446. For those persons who need access to a TTY line, please call 1-866-353-8058.

Your DSW number is your employee ID number generated from the City's payroll system. It is often found on the back of your City ID badge or on your electronic paystub. If you cannot find your DSW number, contact your department’s HR staff. Certain departments, however, are not issued a DSW badge. Employees in the following departments can find their DSW number as follows:

All other departments issue City ID badges with a DSW number. If you have lost your DSW badge, please contact your department’s HR staff and request a replacement.