Workers’ Compensation Reporting Form How to effectively complete the workers’ compensation payroll reporting form

The Reporting Form Workbook Helpful Hint: Use the arrow key or page up/down to review a slide.

Big Picture: Purpose of Reporting Form Workers Compensation insurance is paid based on payroll. The formula (factors and discounts) is preset at the beginning of the Fund (policy) year. Reporting form provides members with efficient way to calculate their portion of the cost for coverage. Accurate reporting means less adjustments at the end of the year.

Instructions Page Let us know how we can help.

Call the Fund if these are not correct Common Issues Make sure you have this year’s form… And, the correct member (all are preset)… Call the Fund if these are not correct

Select the Month Helpful Hint: To avoid confusion, the sheet is limited to this Fund year only.

Complete Yellow Sections Only Helpful Hint: Let Fund know how to contact the person completing.

Center Employee Payroll Helpful Hint: Count all workers including clients paid minimum wage or above. Contact Fund if a new classification is needed.

Center Employee Payroll Helpful Hint: For overtime pay, do not include the stipend for “overtime” just use the regular rate. In other words, do not include the “half” of the “time-and-a-half.”

Other Coverage Options Helpful Hint: These will be blocked out if the member did not elect the coverage at renewal.

Other Coverage Options Helpful Hint: The beginning and ending dates for each week are merely suggested and can be overwritten to match the member’s work week.

Other Coverage Options Helpful Hint: Enter the number of officials and volunteers for each week.

Other Coverage Options Helpful Hint: “Client Employees: # of All Other” means clients who are paid less than minimum wage and are not considered “piece rate.” Clients paid minimum wage, and above, are counted as employees.

Factors, Discounts and Rates = DONE Helpful Hint: The calculation is complete. You only need to remit payment for the amount shown.

Approve and Remit Payment Helpful Hint: As a separation of duties to protect the Fund, all payments to the Fund are processed by the Association’s office (Texas Council (not the Fund)).

Workers’ Compensation Reporting Form Thank You!!!