Client Forms

All forms listed below are in PDF format, and require the Acrobat Reader to be installed on your computer. Click here to download the Free reader. Also, some files are quite large and may take a few minutes to open if you are using a dial up internet connection.


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New Employee Forms

  • New Hire Packet
    Individual Forms
    • Employee Record Sheet
    • Employment Application
    • Alternate Dispute Resolution Agreement
    • Direct Deposit Authorization
    • W-4 Form
      • English Spanish

      • State Specific W-4
    • I-9 Form

Health Benefit Forms

Medical
  • Employers Resource Management Claim Form
  • Framework Claim Form
Employers Resource Management Sponsored Medical Plan Enrollment Forms
Accident Claim Form
Dental
Prescription Drug Claim Forms

Employers Resource Benefit Trust/Envision RX

FSA/HRA
Life Insurance
  • Beneficiary Designation Form
  • Supplemental Life Insurance Form
    • FORM A: Additional Life Insurance Enrollment Form
    • FORM B: Additional Life Insurance Medical History Statement

Short- and Long-Term Disability

  • Participating Client Application and List of Plan Options
  • Short-Term (STD) and Long-Term Disability (LTD) Client Overview

 

Savings Club

Workers' Compensation

  • Employee Declination of Medical Treatment
  • Participating Discount Program
  • Safety Agreement
  • Workers' Compensation Authorization Form
  • Workers' Compensation Certificate of Insurance Request
  • Workers' Compensation Claim Reporting Procedures
  • Workers' Compensation Notice of Injury
  • Modified Duty Task Assessment

Miscellaneous Client Forms

  • ACH Debit Authorization
  • Alternate Dispute Resolution Poster
  • Payroll Deduction Authorization
  • Disciplinary Action
  • ERISA Poster
  • Employee Record Sheet
  • Notice of Employee Termination
  • Miscellaneous Employee Payroll Deduction
  • Request for Replacement Check
7 Pain Points
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