PEO Workers' Compensation Verification Checklist
A fillable checklist for identifying the policy structure, named insureds, covered workers, state treatment, certificate process, claims reporting, audit data, and exit transition in a PEO arrangement.
Download
Use the file in your normal workflow.
Save a fresh copy for each client, renewal, incident, or review cycle so the original template stays clean.
Who this is built for
Small employers using or considering a professional employer organization.
How to use it
- Ask the PEO and insurance contact how workers' compensation is issued in each work state; do not assume every PEO uses the same structure.
- Separate leased/worksite workers from any direct employees and confirm whether both groups are addressed.
- Before leaving a PEO, obtain loss/payroll data and confirm how the replacement workers' compensation policy will preserve required state coverage.
What the template captures
What this template cannot prove
A worksheet or email template cannot create insurance coverage, establish legal worker status, modify an insurance policy, or guarantee that a contract requirement has been satisfied. When a field depends on coverage, confirm the policy or endorsement. When it depends on state law, use the responsible state authority.
More free tools
Build a reusable insurance admin system
Pair this document with the other contract, renewal, incident, equipment, and cyber worksheets.
See all templates