Introduction to Employer's Benefits Forms

Please click on the corresponding link at left to be taken to the appropriate forms. This section features the following forms:

Matching Gifts Program Forms
Summary Plan Description (SPD)

Please note that the forms, checklists and policies presented here are for reference only and should not be used without modification. Each company is different, has its own culture, employee requirements and expectations. Laws change, and these Handbooks may not be in compliance with current rules and regulations. In addition, your state may have additional or different laws and regulations not contemplated herein. Consult appropriate local counsel before adapting any form for use in your company. In addition, the links provided herein are provided for your reference. Although we believe these sites to contain useful information, we have no control over their content and, as such, cannot guarantee their reliability.