FREE 11+ Employee Election Forms in PDF | MS Word

In the industry of business and employment, election forms are not used for choosing a candidate for a position in relation to the company’s political intentions but for identifying what each employee wants including his benefits and his dependents. Employee election forms are one of the legal documents that companies must provide as well as organizations who offer insurance services to the company’s employees. Additionally, the form is also applicable to be used by the employee to utilize his vacation and sick leave benefits.

Employee Election Form Sample

Varieties of Employee Election Forms

The varieties of employee election forms differ on what the main subject or matter would an employee want to perform an election for the duration of his employment in the company. Below are some of the varieties of employee election forms that companies can use and customize to suit their needs:

1. Employee Choice Election Form

This variety of employee election form is applicable to be used by an employee who is newly hired or newly presented with the worker’s compensation and insurance benefits of the company. By using the form, the employee will be able to indicate his choice of insurance plan along with the other employee group members. Nevertheless, when choosing a plan, the employee must ensure that he is sure of his choice especially since most insurance coverage plans can only be changed annually.

Employee Choice Election Form

2. Employee Dependent Election Form

When an employee has a spouse and children as his dependents, he is eligible to request the company or the insurance provider to continue his coverage and plans for his dependents even after his employment. With this, an employee dependent election form must be completed by the employee wherein he needs to supply his name along with the names of his chosen dependents and their dates of birth. The employee must also specify the type of insurance coverage that he will demand for his dependents of whether it is a medical insurance, dental, vision, or an overall insurance coverage. The signatures of the employee, his spouse, and his dependents are also significant to be included in order to complete the election form. you may also see Sample Employee Counseling Forms.

Employee Dependent Election Form

General Employee Election Form

3. Employee Election Change Form

If an employee wants to change his previously elected benefit and personal information disclosed in his insurance policy coverage, then he must fill out an employee election change form. The form will contain the employee’s name, mailing address, contact numbers, reasons for the change, and benefits description.

The insurance benefits plan administrator must also affix his signature on the form that will certify that the entries made by the employee have been verified, validated, and approved to be changed. Additionally, the employee will have to sign the disclosure statement incorporated in the election form as well, which is essential for authorizing the employee’s company employer to reduce his cash compensation when necessary for the changes in his benefits, and even for signifying that the information written on the form is true and accurate to the employee’s knowledge.

Employee Election Change Form

Employee Health Reimbursement Arrangement Election Form

3. Employee Health Reimbursement Arrangement Election Form

This form is only a single-paged document that has an accompanying waiver statement in its last section intended to be signed by the employee if he declines the health reimbursement arrangement. In this form, the employee will have to disclose his Social Security number and contact number along with the general information of his dependents included in the insurance coverage that his employer has provided as part of his entitled benefits.

4. Employee Insurance Participation Election Form

For companies who offer retirement programs and benefits to the employees, employee insurance participation election forms must be created and prepared. This document is essential for determining if an employee is open to joining a retirement program when he leaves the company after years of employment. you may also see Sample Participation Agreement Forms.

To indicate the choice of the employee, a mark must be stated on the checkbox items incorporated in the form. Once the item is chosen, the employee must then sign the form and disclose his insurance membership identification number, electronic mailing address, and contact information.

Employee Insurance Participation Election Form

5. Employee Leave Election Form

This election form is appropriate to be used by an employee who wants to use his accrued sick and vacation leaves especially in events of injuries and incidents requiring the employee to be away from his workplace. On the other hand, the employee can also inform the business management of his decision changes such as not using the available leave hours for days when he will not be able to report to work. Nevertheless, the employee must complete the sections of the form ranging from the employee information section up to the approval section.

Employee Leave Election Form

6. Employee Military Leave Benefit Election Form

In some countries, completing a specific number of service hours in the military is a requirement either for employment or for maintaining a record as a citizen of the country where the individual is currently residing in. This is the reason why an employee military leave benefit election form must be prepared by any company for their employees who are called to serve the country. you may also see Leave Request Forms.

The form will cater the type of election that the employee prefers for his leave and for his employment benefits. Additionally, if the form was being completed by a holder of a power of attorney representing the employee, then the signed and legalized power of attorney form must be enclosed with the election form upon its submission.

Employee Military Leave Benefit Election Form

7. Employee Withholding Election Form

This type of employee election form is associated with tax forms that are used by companies to withhold a specific amount from an employee’s paycheck. By completing the form, the employee is implying that he will allow the company to withhold his preferred tax percentage that will soon reflect on his income tax when he will be filing a tax return to the government. The form only has a few sections that center on determining the percentage of the amount to be withheld by the company along with the information and signature of the employee.

Employee Withholding Election Form

When to Use an Employee Election Form

Companies and employees can generally use employee election forms for the following intentions:

1. When enrolling for employment benefits

This is the most common reason when employment election forms are provided and required to be completed by an employee of a company or an organization. The form allows an employee to state his choice of coverage and plan that will be offered and mandated to him whenever his situation will demand the actions of the insurance provider. you may also see Sample Employee Information Forms.

2. When changing and updating information

When there is an evident employee status change, the employee must inform the management immediately especially if the status and data to be updated will affect his eligibility in using his plans and coverage. This is when election change forms become useful for acknowledging and enlisting the changes. On the other hand, there are also election forms that have sections containing options of what actions will be taken by the employee including changing his information.

3. When declining and cancelling benefits

Declining an offer for benefits and insurance coverage is rarely done; however, there are some employees who choose to not accept the company’s offer since they already have their personal insurance policies and securities for their lifetime. With this, the employee must clearly state his intention of declining the company as well as cancelling the benefits that he is receiving for the duration of his employment in the company. Additionally, the employee can also simply decline the benefits for other reasons that are significant for him and valid for the company or the insurance provider. you may also see Employee of the Month Voting Forms.

Employee Health Benefits Election Form

Tips for Using Employee Election Change Forms

Employee election change forms must only be used by an employee if there is a significant change in his life such as marriage or a new job. Basically, an employee election change will only be approved by the administrator of the benefits if the employee has been into an event that is accepted and valid to become a reason for the change. If the employee’s reasons are not valid and appropriate for the benefits election change, then the employee will most likely not have the approval that he is longing to acquire.

Another tip when using the change form is to ensure that every field of the document is completely filled out with the right information and data. By being vigilant, the employee will not only maintain a clean document but will also aid the company or the insurance provider to have a smooth flowing transition of the changes and updates to the employee’s records.

Group Employee Election Form

Lastly, the company and the insurance provider who will be receiving and will process the changes must mark an indication on the form regarding what actions have been conducted along with the date of when each action was completed. These details and information will serve as a tool for achieving a well-documented procedure and acknowledge who among the insurance provider’s staff will be held responsible for possible mistakes and errors in the new entries for the changes that the employee requested in his benefits election form. you may also see employee forms.