Employee Benefits Forms and Documents

Our forms and documents service helps school districts create, assemble and maintain their health-related documents. We perform a review of existing documents and develop personalized materials, as needed. We continuously monitor state and federal regulations and provide districts with compliance tools to ensure consistent and accurate employee benefits administration. If you're interested in this service, contact your Employee Benefits Account Executive today at (800) 292-5421.

Service Includes:

  • Master Plan Document – houses the district’s benefit administration policies, plan year, and HR contact information
  • Updated Section 125 Plan Document – required for employers to allow pre-tax payroll deductions for premium payments and FSA, HSA, and DCAP contributions
  • Public Act 152 Verification – our calculation tool is designed to help districts monitor and maintain compliance with PA 152
  • Model Notices – customizable, required annual notices
  • Offer of Coverage Letter by Employee Segment – documentation that helps district record offers of coverage
  • Waiver Form by Employee Segment – group health benefits waiver form that includes conditional cash-in-lieu and/or opt-out language