Risk Management & Insurance Industry - Knowledge & Resource Center

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Download a large number of workers compensation forms. Sample bid package - forms, checklists, etc. used by a university's risk management department. Series of risk management forms and letters. Forms for life & health, property casualty, WC insurance, etc.

Claims Management » Claims Filing

P-C insurance claims checklists, interview statement guides, etc

Property Claims Checklist [19357] ?

The following is a checklist of steps to take in the event of loss

Claims Management » Property Claims

Property insurance claims management materials

Property Loss Report [14519] ?

Fill in the blank form assists with reporting property losses

Claims Management » Return to Work

Managing workers compensation costs by returning injured workers to work

14 Day Injury Report Form [pdf] [34242] ?

Example of a form to be completed when an injured employee has been off the job for 14 days due to the injury

Chapter 5 Return to Work Program [9428] ?

Full text of WC return to work program for state agencies in Texas - plus, checklist & forms

GA-Georgia Return to Work Program [pdf] [19674] ?

An explanation of the state of Georgia's RTW program for state employees

Implementing a Job Task Bank [pdf] [25367] ?

Steps for creating a list of duties that can be offered to an injured worker who is returning to work

MN-Minnesota Injured Workers Responsibilities [pdf] [18392] ?

A sample policy statement to be signed by the injured worker

Modified Duty Agreement [33497] ?

Temporary Disability: Transitional Work Agreement - sample form

Modified Duty Employee Acknowledgement Form [pdf] [26466] ?

A sample form that is signed by the injured worker to accepts a modified work assignment (pdf)

Reasonable Accommodation Checklist [pdf] [35937] ?

Steps to take for accommodating an injured employee's return to work

Sample Early Return to Work Forms [25604] ?

A series of templates for Return to Work

Sample Early Return to Work Program Materials [26957] ?

Templates, checklists, sample forms

Temporary Modified Duty for Industrial Injuries [16322] ?

Text of a policy that outlines the procedures plus a sample letter to be sent to the injured worker

Transitional Employment Plan [pdf] [35938] ?

A form for use in outlining the plan specifications for returning an injured employee to work

Uniform Workability Report Form [23461] ?

Provides essential management information concerning the health status of an injured worker after each physician visit

WC Return to Work Forms [14521] ?

Forms in use by a major university

Claims Management » WC Forms

Download state workers compensation forms such as first report of injury

AK-Alaska - Workers Compensation Forms [6243] ?

Download Alaska workers compensation forms, first report of injury and more

AR-Arkansas - Workers Compensation Forms [1568] ?

Nearly 20 different workers compensation forms for the state of Arkansas may be downloaded

AZ-Arizona - Workers Compensation Forms [10615] ?

Workers comp forms, self-insured forms, ADOSH forms and more

CA-California - Self-insured WC Forms [4957] ?

Download workers compensation forms for the state of California self-insureds

CA-California - WC Forms in Numerical Order [4950] ?

Download physician and employer first report of injury forms, etc for the state of California

CA-California - Workers Compensation Forms [4951] ?

Download WC forms for California

CA-California - Workers Compensation Forms [10303] ?

Download a set of WC forms for the state of California

CO-Colorado Questionable WC Claim Notice [pdf] [34241] ?

Example of an attachment to First Notice of Loss when employer doubts injury has occurred

CT-Connecticut - Workers Compensation Forms [3541] ?

Large number of forms from the Connecticut Workers Compensation Commission

FL-Florida - Workers Compensation Forms [4959] ?

Download the commonly used workers compensation forms for Florida

GA-Georgia - Workers Compensation Forms [6267] ?

Download a large number of workers compensation forms for the state of Georgia

GA-Georgia Subsequent Injury Trust Fund Claim Forms [20036] ?

Also provides statutory filing requirements

HI-Hawaii WC Forms [32892] ?

Download workers compensation forms for the State of Hawaii

IA-Iowa - Workers Compensation Forms [10091] ?

Workers comp forms for the state of Iowa

ID-Idaho - Workers Compensation Forms Used by the Industrial Commission [6251] ?

Download WC forms for the state of Idaho

IN-Indiana - Workers Compensation Forms [6255] ?

Download WC forms for the state for Indiana

KS-Kansas - Workers Compensation Forms [3903] ?

Download a large number of WC forms for the state of Kansas

KS-Kansas Self Insurance Forms [11205] ?

Download Kansas WC self-insurance application forms - spreadsheets

KY-Kentucky - Workers Compensation Forms [4966] ?

Download forms used for workers compensation in Kentucky

LA-Louisiana - Workers Compensation Forms & Instructions [7972] ?

Download WC forms for the state of Louisiana

MA-Massachusetts - Workers Compensation Forms [6259] ?

Download WC forms for the state of Massachusetts

MD-Maryland - Workers Compensation Forms [13522] ?

Some forms available for downloading

ME-Maine - Workers Compensation Forms [6262] ?

Download selected WC forms for the state of Maine

MI-Michigan - Workers Compensation Forms [5788] ?

Download WC forms, including the Employers Basic Report of Injury

MN-Minnesota - Workers Compensation Forms [4169] ?

Download the Minnesota WC forms

MO-Missouri - Workers Compensation Forms [10080] ?

Download frequently used workers compensation forms

MT-Montana - Workers Compensation Court Forms [10092] ?

Download legal forms for the Workers Compensation Court of Montana

NC-North Carolina - Workers Compensation Forms [4986] ?

Download forms required for workers compensation in North Carolina

ND-North Dakota Workers Compensation Forms [15317] ?

WC related forms for North Dakota

NE-Nebraska: Workers Compensation Forms [3020] ?

Download forms related to workers compensation in Nebraska

NJ-New Jersey - Workers Compensation Forms & Brochures [6286] ?

Download workers compensation forms for the state of New Jersey

NM-New Mexico - Workers Compensation Forms [6288] ?

Download workers compensation forms for the state of New Mexico

NV-Nevada - Workers Compensation Forms [6290] ?

Download workers compensation forms for Minnesota

NY-New York - Workers Compensation Forms [4979] ?

Download commonly used forms required for WC in the state of New York

NY-New York Independent Medical Examination (IME) Forms [15221] ?

Download IME forms for the state of New York

OH-Ohio - Workers Compensation Forms [4989] ?

Download Ohio's common BWC forms

OH-Ohio Industrial Commission Forms [659] ?

Download the forms for WC for the state of Ohio

OR-Oregon - Workers Compensation Forms [4984] ?

Download a very large number of workers compensation forms for Oregon

RI-Rhode Island - Workers Compensation Forms [16124] ?

Download WC forms for the State of Rhode Island

SC-South Carolina Workers Compensation Forms [23170] ?

Download a series of workers compensation forms for the state of South Carolina

SD-South Dakota - Workers Compensation Forms [13521] ?

Download WC forms including First Report of Injury for South Dakota

TN-Tennessee WC Forms [14401] ?

Download a series of workers compensation forms for the state of Tennessee

TX-Texas - WC Forms [4995] ?

List of workers compensation forms and brochures

US Division of Coal Mine Workers' Compensation Forms - Black Lung [29025] ?

OWCP forms for federal workers to apply for workers compensation benefits under Black Lung benefits

US Division of Energy Employees Occupational Illness Compensation Claims Forms [29026] ?

Claims forms for benefits under the Energy Employees Occupational Illness Compensation Program Act

Updated US Division of Federal Employees Compensation Forms [29023] ?

OWCP forms for federal workers to apply for workers compensation benefits

US Division of Longshore and Harbor Workers' Compensation Forms [29024] ?

OWCP forms for federal workers to apply for workers compensation benefits under Longshore benefits

UT-Utah Workers Compensation Forms [23225] ?

Download a variety of WC forms for the State of Utah

VA-Virginia - Workers Compensation Commission Forms [13084] ?

Download WC forms for the state of Virginia - self-insurance forms, etc

VT-Vermont - Workers Compensation Forms [5001] ?

Download workers compensation forms

WA-Washington Board of Industrial Appeals WC Form [15266] ?

Information for the WC appeals process

WI-Wisconsin - Workers Compensation Forms [4803] ?

Access a variety of forms (e.g., first report of injury) related to workers compensation

Updated WV-West Virginia - Workers Compensation Forms [4782] ?

The following forms are approved for use in West Virginia workers compensation claims

WY-Wyoming - Workers Compensation Forms [16123] ?

Download WC forms for the state of Wyoming

Disasters » Business Continuity

Business continuity planning, business recovery post-disaster

Business Continuity and Disaster Recovery Process [pdf] [26070] ?

Business continuity concerns that should be addressed in the planning process

Disasters » Insurance

Flood National Flood Insurance Program documents - flood zones

FEMA Forms [28182] ?

Various forms and worksheets related flood insurance losses

Fleet » Age

Driving tips for senior drivers and teenagers

Agreement about Driving - Elderly [18319] ?

Sample form to assist with planning ahead for a time when a person must stop driving

Fleet » Fleet Policies

Sample fleet-related company policies - vehicle use, drivers, seat belts, etc.

Notarized Statement of Driving Record [14520] ?

Form for out-of-state/country drivers to complete

Health » CMS

Medicare information for the healthcare industry - directories, fees, contracts,

Medicare Professional & Technical Information [7829] ?

Information for physicians, health care professionals, researchers, etc.

Health » Medicare

Beneficiary and consumer info

Basics: Medicare - Certificates of Medical Necessity [22258] ?

Forms for wheelchairs, hospital beds, infusion pumps, etc

Human Resources » Volunteers

Articles, sample policies and agreements related to volunteer management

Volunteer Injury Coverages [15781] ?

Full text of a risk management policy in use by state agencies in Oregon - includes forms

Risk Mgt » Business Interruption

Contingency planning and business interruption materials

Business Interruption Insurance Checklist [26115] ?

Issues to review for BI coverage

Business Interruption Worksheet [pdf] [14517] ?

BI claim considerations and sample worksheet

Risk Mgt » Checklists

Checklists for risk managers

Checklist for Handling Worker's Compensation Claims [pdf] [21552] ?

Checklist for collecting information about the WC claim

Flood Insurance Checklist [34317] ?

To be used for insurance coverage and risk management analysis

Insurance Carrier Safety Checklist [4804] ?

Checklist designed to help you evaluate your insurance carrier's safety services

Insurance Claim Checklist [35165] ?

Gather the information claim representatives are most likely to need when a claim is reported

Insurance Policy Reconstruction Checklist [pdf] [24082] ?

Checklist of sources for policies or secondary evidence of coverage

ISO Commercial Property Classification Checklist [26505] ?

A checklist for classifying property ownership

M&A Due Diligence Checklist [14010] ?

Property/casualty insurance risks that arise out of fortuitous events

Updated Property Values Checklist [pdf] [34319] ?

To be used for insurance coverage and risk management analysis

Second Injury Fund Best Practices Checklist [30032] ?

A quick self-assessment of your current SIF recovery practices

Risk Mgt » Construction

Risk management and insurance related issues in the construction industry

Construction Insurance/Risk Management Checklist [11644] ?

Checklist to audit your construction risk management/insurance programs

Risk Mgt » Cyberliability

Insurance coverage issues for internet liability

Website Risk Management Checklist [pdf] [35702] ?

Covers intellectual property, privacy, and communications liability

Risk Mgt » EPL

Employers Professional Liability (EPL) insurance

Employment Practices Risk Management Audit [9621] ?

Self audit related to hiring practices, terminations, etc.

Risk Mgt » Forms

Library of forms used by the risk management department, sample RFPs

Australia: Risk & Insurance Audit Checklist [pdf] [37926] ?

Includes major lines of insurance coverage

CA-California Sample Letter For Downrating [pdf] [30023] ?

A sample form letter for clients

CA-California Sample Letter For Insurance Carrier Rehabilitation [30025] ?

A sample form letter for clients from insurance agents/brokers

CA-California Sample Letter For Insurer Insolvency [30024] ?

A sample form letter for clients from insurance agents/brokers

CA-California Standard Broker Fee Agreement [30026] ?

Text of the regulations with a sample broker fee disclosure form

CA-California Standard Broker Fee Disclosure & Fee Agreement [27887] ?

Summary of the state regulations and sample standard forms

CA-California University Risk Management Forms [14039] ?

Insurance & liability forms in use by a major university

Case Management Techniques for Major Fire Losses [23626] ?

Checklist provides a snapshot into the many action items that must be faced on a major claim

Church Risk Management Forms [25273] ?

Download a series of risk management forms for churches

Claims Forms Center [19377] ?

Claims letters and forms

Claims Management Audit Program [pdf] [27551] ?

Internal audit report form - claims management internal control questionnarre

Claims Reviews - Guiding Principles [pdf] [27254] ?

Checklist for a reinsurance claims review

Commercial Lines Application Forms [15967] ?

Application forms from a commercial lines carrier - listed by insurance program

Comprehensive Loss Control Plan Evaluation Checklist [doc] [35940] ?

A sample program audit checklist used by a state to evaluate their state agency loss control programs

Contractor Risk Profile Form [25621] ?

Form for contractor to complete about their operations (pdf)

Example Theft Incident Form [16591] ?

Theft incident form

Exposure Reporting Manual [23422] ?

Rating basis by line of coverage - includes instructions and forms

Facilities Use Hold Harmless Agreement & Insurance Requirements [pdf] [27931] ?

Example of the guidelines/form used by the State of Idaho for state owned buildings

GLBA Sample Privacy Policy Notice Clauses [pdf] [30027] ?

Sample clauses and forms to assist insurance industry with compliance to Gramm-Leach-Bliley Act (GLBA)

Health Benefits Administration Program Audit [doc] [27554] ?

Review procedures for accuracy of claim payments and efficiency of operation

ID-Idaho L&H Insurance Producer Fee Disclosure Form [pdf] [27892] ?

Sample form used by insurance brokers in Idaho to disclose broker service fees to clients

Insurance & Risk Management Program Audit [26074] ?

Checklist for auditing a firm's insurance risk management program

Insurance Claims Audit Procedures [pdf] [26073] ?

General and motor vehicle claims audit procedures checklist (pdf)

Insurance Claims Audit Review [doc] [26072] ?

Checklist to be used by a claims auditor (MS Word)

Insurance Claims Checklists [23619] ?

For consumers insurance claims - homeowners, auto, travel, health, life, etc

Insurance Underwriting Audit [pdf] [26075] ?

Audit form for insurance underwriting operations

Managed Care Internal Audit [26076] ?

Checklist for auditing managed care operations

Managing General Agent Questionnaire [pdf] [30020] ?

A sample form used for each MGA contract

Medical Claims Audit of Third Party Administrators [27553] ?

A sample audit with focus on self-insured medical plan and prescription drug plan

Model Risk Transfer Clauses: Construction Agreements [8213] ?

Full text of a sample risk transfer clause for use in a construction contract

Model Risk Transfer Clauses: Construction Contracts with Hazardous Materials [9772] ?

Full text of a sample risk transfer clause for use in a construction contract involving hazmat

Model Risk Transfer Clauses: Facilities Use [12202] ?

Model risk transfer agreement for facilities use

Model Risk Transfer Clauses: Leases [12203] ?

Model risk transfer agreement for leasing

Notice of Claim Form [7934] ?

For claims related to injury to person or damage to personal property presented to a city

Updated Personal Property Inventory Form [pdf] [23823] ?

Designed for homeowners

Property and Casualty Internal Controls Questionnaire [pdf] [26080] ?

17 page internal controls audit for property and casualty insurance operations (pdf)

Property Value Inventory Form [27891] ?

Example of a form in use by a State government

Property/Liability Forms [15598] ?

Includes risk management forms as well as the full text of the manual

RFP - Agent/Broker Services for Property-Casualty Insurance Program [32363] ?

Example of a request for proposal for property-casualty insurance

RFP - Insurance Broker [pdf] [32360] ?

Example of a request for proposal for an insurance broker

RFP - Insurance Broker of Record [pdf] [32361] ?

Example of a request for proposal for an insurance broker

RFP - Liability & Workers Compensation Risk Financing Study [15691] ?

Full text of a sample RFP for expert advice regarding risk financing for liability & WC

RFP - Risk Management Information Systems [32362] ?

Example of a request for proposal for claims processing software

RFP - Workers Compensation Claim Audit & Actuarial Study [15689] ?

Full text of a sample RFP for a claims audit and actuarial study

RFP - Workers Compensation Claims Administration [15688] ?

Full text of a sample RFP used by a municipality for TPA services

RFP: Workers Compensation TPA [18700] ?

16 page sample request for proposal for a Third Party Administrator for WC

Risk Exposure Survey [xls] [33594] ?

Designed for public entities

Risk Management Audit Program Checklist [pdf] [28403] ?

For the risk management department

Risk Management Department Audit [26078] ?

Step by step process of conducting an audit of a risk management department with commercial insurance responsibilities

Risk Management Division Forms [15791] ?

Sample forms to be used in a risk management program

Risk Management Forms [10997] ?

A series of risk management forms in use by a major university in Canada

Risk Management Forms [21954] ?

Sample forms in use

Risk Management Forms Library [14025] ?

Series of risk management forms - public entities

Risk Management Program Audit [26077] ?

Checklist for conducting and insurance risk management program audit

Sample Property Project Due Diligence Document [pdf] [25373] ?

A facility inspection guidebook for performing a facility audit for due diligence

Sample RFP for Risk Services [pdf] [26705] ?

Sample RFP for risk management consulting services

TPA Medical Claims Audit Program [pdf] [26071] ?

An internal claims audit checklist (pdf)

Various Risk Management Forms [19368] ?

View a variety of risk management forms in use by a California university

WI-Wisconsin Risk Management Forms [14516] ?

Full text of risk management forms in use by a major university

Workers Compensation Forms [26354] ?

Includes typical claims administration questionnaires and WC policy forms

Risk Mgt » Hold Harmless

Hold harmless agreements

Procedures Manual for Insurance Requirements in Contracts [15570] ?

Full text of a hold harmless agreement and insurance contract requirements used by a state agency

Risk Mgt » Industries

Risk management advice for specific industries

Public Entity Loss Control Manual [24830] ?

15 chapter manual for municipalities, county governments, state agencies, etc.

Risk Mgt » OCIP

Owner Controlled Insurance Programs (OCIP), construction wrap up materials

OCIP Forms [19519] ?

OCIP/Wrap-up forms

OCIP Manual and Forms [19522] ?

Prepared by the state of Utah

Sample OCIP Forms [28708] ?

Examples of forms in use on an OCIP project

Risk Mgt » Product Liability

Product assurance manual, consumer product safety, etc.

Checklist - Product Liability Complaint and Claim Handling [pdf] [36760] ?

To evaluate elements of a product liability risk control program related to product complaints and insurance claims

Checklist - Product Liability Design [pdf] [36756] ?

To evaluate elements of a product liability risk control program related to the design process

Checklist - Product Liability for Manufacturers [pdf] [36755] ?

A series of yes/no questions to evaluate elements of a product liability risk control program for manufacturers

Checklist - Product Liability Manufacturing and Distribution Process [pdf] [36761] ?

To evaluate elements of a product liability risk control program related to the manufacturing and distribution stages

Checklist - Product Liability Sales and Advertising [pdf] [36758] ?

To evaluate elements of a product liability risk control program related to sales and advertising

Checklist - Product Recall Planning [pdf] [36759] ?

To evaluate elements of a product liability risk control program related to product recall planning

Checklist - Product Recall Preparedness [pdf] [36757] ?

To evaluate elements of a product liability risk control program related to the product recall process

CPSC Product Recall Handbook [pdf] [36754] ?

For those that manufacture, import, distribute, retail or sell consumer products

Products Liability Insurance Questionnaire [pdf] [26196] ?

Information an insurer would want to know

Risk Mgt » Programs

Full text of risk management policy and procedure manuals

GA-Georgia Comprehensive Loss Control Program [35941] ?

This program helps state agencies develop a Risk Management culture to increase safety awareness and reduce claims

ID-Idaho Safety and Loss Control Program Model [pdf] [16734] ?

Recommended elements of a safety and loss control program for state agencies - forms, checklists

Property & Liability Manual [14524] ?

Full text of a manual in use by a state government

Risk Mgt » Property

Property insurance and risk management

Annual Property Reevaluation and Renewal [16679] ?

Property valuation forms and procedures

Property Loss Preparedness Checklist [19358] ?

The following is a checklist that should help determine your loss preparedness

Risk Mgt » Reinsurance

Resources related to property casualty reinsurance

Reinsurance & Arbitration [20770] ?

Reinsurance specific arbitration and mediation information - such as sample forms

Risk Mgt » Risk Management Dept

Home pages of risk management departments

CT-Connecticut State Insurance Risk Management Board [19675] ?

Serving Insurance and Risk Management Needs of Connecticut State Agencies, Colleges, Universities

Safety Mgt » Accidents

Accident investigation programs, job safey analyses, etc.

Incident Investigation Basics [23670] ?

Includes a sample WC accident investigation report form

Safety Mgt » Forms

Forms used by safety departments

School Incident Report Form [22629] ?

School Violent Incident Reporting Instructions

Safety Mgt » Injury Codes

Sample injury code tables and related information

Workers Compensation Injury Report Codes [15599] ?

Examples of injury report codes used by a state agency

Security » Business Security

Crime-free workplace, corporate security, business protection from burglary

Retail Security - Preventing Crime Losses [27962] ?

Security checklist with a focus on retail jewelry sales crime loss prevention

State Government » AK-Alaska

US state agencies, laws and regulations for the state of Alaska

Self Insurance: Alaska Employer Guidance for WC Self Insurance [11151] ?

Series of documents, forms, etc. related to self-insurance in the State of Alaska

State Government » AZ-Arizona

Access to state agencies and laws for the state of Arizona

Self Insured Employers WC Forms [23181] ?

Download WC forms for self-insured employers in the State of Arizona

State Government » CT-Connecticut

Access to state agencies and laws for the state of Connecticut

Self Insurance: Connecticut: Employer Self-Insurance Application Package [pdf] [11201] ?

Information package for employers wishing to self-insure their WC liabilities - includes forms

State Government » IN-Indiana

Access to state agencies and laws for the state of Indiana

Self Insurance: Indiana Self Insurance Resources [11204] ?

Resources for Indiana WC self-insurance

State Government » LA-Louisiana

Access to state agencies and laws for the state of Louisiana

Self-Insurer WC Application - Louisiana [23188] ?

Download the application to become self-insured for WC in LA

State Government » MO-Missouri

Access to state agencies and laws for the state of Missouri

Missouri WC Self-Insurance Program [15295] ?

Information and forms for the Missouri self-insurance program for WC

State Government » NH-New Hampshire

Access to state agencies and laws for the state of New Hampshire

Self Insurance: New Hampshire Self Insurance Statutes and Application [11233] ?

Provides links to the WC self-insurance laws and can download the self-insurance application

State Government » NY-New York

Access to state agencies and laws for the state of New York

Self Insurance Information - New York WC [5012] ?

Information for self insuring for workers compensation in the State of New York

State Government » OH-Ohio

Access to state agencies and laws for the state of Ohio

Ohio WC Self-Insurance Program [5311] ?

Description of the program options

State Government » WI-Wisconsin

Access to state agencies and laws for the state of Wisconsin

Plain Language Summary of Law Changes [20929] ?

A brief summary of legislative changes to the Worker’s Compensation Act

State Government » WV-West Virginia

Access to state agencies and laws for the state of West Virginia

West Virginia WC Self-Insurance Program [11270] ?

Download forms, checklists and general information about self-insurance in West Virginia

Workers Comp » Federal Laws

Federal workers compensation laws

Workers Comp » WC Programs

Support materials for implementation of workers compensation programs

NV-Nevada Risk Management Program [15585] ?

Forms, program materials, checklists for state agencies in Nevada

State Workers Compensation Program [14523] ?

Full text of the WC program and forms in use by a state government for their employees

Workers Compensation Audit Program [doc] [1529] ?

Sample audit form

Workers Compensation Program [8311] ?

A university's workers compensation program






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