Sample Documents for Benefit Funds

Sample documents are available for Benefit Funds’ use, either as actual policy or as guidelines for developing their own policy. These documents include Contract Language, Trust Document, Expense Reimbursement Policy, Expense Voucher, Health Insurance Portability and Accountability Act of 1996 (HIPAA) Business Associate Agreements, HIPAA Privacy and Security policies and procedures, sample language for plan amendments, and Trustee Acceptance Forms (documents for trustees to sign acknowledging fiduciary responsibility).

Contact Information:
For further information, please contact Member Benefits toll-free at 800-626-8101, weekdays from 9 a.m. to 5 p.m. Eastern Time.