Forms & Policies Library

We have assembled a comprehensive collection of sample forms, sample policies, and model documents for use by both employees and employers. Many of these have been adopted from actual forms in use by Fortune 500™ and other nationally-recognized companies. Some have been drafted by attorneys at prestigious national law firms, while others are provided by government or other providers. They are presented here for your reference.*

Employee Termination • Employer HR Forms • Tax Forms • Government Forms • Employee Handbook 

Most of the forms are designed to be downloaded or imported into your word processing program and customized for your particular application. Click on the topics at left and you will be taken to the appropriate forms category. Many of the forms are available in HTML, MS Word and as PDF files. The forms are designed to be printed or saved to be used with your word-processing software.

*USCIS Announces Approval of Continued Use of Current Version of Form I-9:  U.S. Citizenship and Immigration Services (USCIS) has announced that the Employment Eligibility Verification form I-9 (Rev. 02/02/09) currently on the USCIS Web site will continue to be valid for use beyond June 30, 2009. USCIS has requested that the Office of Management and Budget (OMB) approve the continued use of the current version of Form I-9. While this request is pending, the Form I-9 (Rev. 02/02/09) will not expire.USCIS will update Form I-9 when the extension is approved.   Employers will be able to use either the Form I-9 with the new revision date or the Form I-9 with the 02/02/09 revision date at the bottom of the form. For more information on USCIS and its programs, visit www.uscis.gov. See the Press Release from USCIS.

Please note: That the laws in this area change frequently. In addition, your situation may require application of federal, state and/or local law, as well as coordination with your own plan requirements and documents. The forms presented here are samples, for reference use only and should not be used without first consulting a professional advisor.*

In addition to our proprietary forms,we have provided links to most of the popular Government and other forms sites.

For State-specific information, please visit our State Laws section.

If you cannot find what you need using the navigation menu at left, please try one of the following resources:

If you cannot find your form below (or if the link is inoperable), click here for the DOL forms library.

• FedForms
• FirstGov
• IRS Forms & Publications
• Immigration Forms
• Form I-9 (I9)
• Estate & Gift Tax Forms 
• COBRA Forms 
• State Tax Forms
• CMS (HCFA)
• PBGC Forms
• SBA Forms
• OSC Forms
• OSHA Forms & Posters
• Gov't Forms Search tool

UC Forms & Checklists

• Checklists and Factsheets
• Forms and Worksheets
• Benefit Summaries and Handbooks
• Summary Plan Descriptions (SPDs)
• Miscellaneous
• More Forms

Required Federal Posters

• Federal Posting Requirements
• EEOC Poster
• Polygraph
• Minimum Wage
• FMLA
• OSHA
• USERRA

Other HR Forms and Posters You May Need

• Davis-Bacon Poster
• Notice to Workers with Disabilities
• Migrant and Seasonal Agricultural Worker Protection Act (MSPA)
• Service Contract Act / Walsh Healy Poster

Form 5500 Summary Annual Reports

DOL issued final regulations for Form 5500, and deferred the electronic filing requirement until the 2009 plan year. The DOL, IRS and PBGC adopted revisions to the Annual Return/Report (SAR) forms and introduced a new short Form 5500-SF for use by certain small pension and welfare plans. The final regulations are generally effective January 15, 2008. Some of the revisions will apply on a transitional basis, while all of the form revisions will be fully implemented for the 2009 reporting year.

The Appendix to Reg. §2520.104–46 contains a Model Summary Annual Report (SAR). Plan administrators will, of course, need to modify the model to omit information that is not applicable to their plan.

• Instructions, Forms and Publications 
• IRS has eliminated Form 5500 Schedule P. Click here for details.
•  See www.dol.gov/ebsa/regs for additional information.
• 5500 and SAR Regulations 
• Model Summary Annual Report. [Reg. §2520.104–46]
• For Additional Information 

For Additional Information

Be sure to check our updatedState Laws sectionfor State Forms and links to Official State Websites, State Legislation, State Labor, Insurance, Health, Worker's Compensation, Unemployment, Tax and other information.

In addition to our own proprietary forms, may we also recommend the following forms sites:

• HHS Forms
• Department of Labor forms
• US Small Business Administration forms
• Health & Human Services forms
• Social Security forms
• State & Local Tax sites
• State Tax forms
• Medicare General Overview
• Centers for Medicare & Medicaid Services (CMS)
• Department of Veterans Affairs (VA) forms
• ESA/OWCP: DFEC - Forms (Division of Federal Employees’ Compensation)
• Microsoft Legal Forms
• U.S. Business Advisor
• FirstGov, a connection to the U.S. Government's information and services.
• GSA (GS), Standard (SF) and Optional (OF) Forms, the General Services Administration.
• U.S. Postal Service forms
• Other Govt. forms

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Please note: 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.

The materials presented herein are for general reference only. Federal, state or local laws or individual circumstances may require amendment of individual policies and/or the entire Handbook to meet specific situations. Some government forms may be presented in altered size, font or format and may not, therefore, meet federal or state requirements. These materials are intended to be used only as guides and should not be used, adopted or modified without the advice of competent legal counsel. In particular, policies relating to spouses, domestic partners, and civil unions, as well as those relating to maternity, military, and sick leave should be reviewed by counsel.

These materials are presented, therefore, with the understanding that we are not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

Links to government and other commercial websites are provided for reference and research only. We are not affiliated with these sites and do not guarantee the accuracy of their contents. Please refer to each site's Privacy and Terms of Use statement for more information.

*Tied in popularity. Survey not statistically significant.

Note: These materials were created for the use and convenience of our subscribers, and should not be viewed or relied upon as legal documents. While we do our best to ensure accuracy, we cannot guarantee that the material is free of either human or electronic error. Use at your own risk! These forms are designed to provide general ideas on format & content only. Requirements can, and do, vary greatly from state to state. Many of these forms must be modified for your particular location and circumstances. Forms are not a substitute for consultation with a competent professional advisor. Although we endeavor to ensure that our materials are accurate and virus-free, we can only guarantee that they contain no intentional mistakes or defects and have no fraudulent, unlawful or improper purpose. There is no guarantee made or implied about the accuracy, currency, usefulness, or functionality, regarding the Library anything in it, or connected with it in any way.