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Self Audit Employees & Volunteers

Please be reminded that the information given here is given as suggestions that can assist you with your risk management program. These suggestions are not given as legal advice, therefore, before use, please review with your legal advisor and/or accountant as you feel necessary.  This self audit is given as suggestions that cover important elements that should be reviewed, but it is not intended to be exhaustive in its coverage of this area.  

When reviewing your employee and volunteer procedures and forms today, there is little difference from the view of the court. Thus, the forms and procedures for both should be very similar to meet the demands of today's culture.  Here are some important elements that should be reviewed as to the risk that they might present to your organization.

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Self Audit Employees & Volunteers

Please be reminded that the information given here is given as suggestions that can assist you with your risk management program. These suggestions are not given as legal advice, therefore, before use, please review with your legal advisor and/or accountant as you feel necessary.  This self audit is given as suggestions that cover important elements that should be reviewed, but it is not intended to be exhaustive in its coverage of this area.  

When reviewing your employee and volunteer procedures and forms today, there is little difference from the view of the court. Thus, the forms and procedures for both should be very similar to meet the demands of today's culture.  Here are some important elements that should be reviewed as to the risk that they might present to your organization.

read more Printable View
Self Audit Employees & Volunteers

Please be reminded that the information given here is given as suggestions that can assist you with your risk management program. These suggestions are not given as legal advice; therefore, before you use them, please review them with your legal advisor and/or accountant as you feel necessary.  This self audit is given as suggestions that cover important elements that should be reviewed, but it is not intended to be exhaustive in its coverage of this area.  

When reviewing your employee and volunteer procedures and forms today, there is little difference from the view of the court. Thus, the forms and procedures for both should be very similar to meet the demands of today's culture.  Here are some important elements that should be reviewed as to the risk that they might present to your organization.

read more Printable View
Employee Census Form For Benefit Quotes (Employee Census.pdf vv1census by pfs)
To assist the Employee Benefit quoting process, please download and complete the employee census form and fax it to our office at  614-899-6022 or email it to pfs@phelpsfinancial.com.  A no-obligation quote will be returned for your review with related info.
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Employee Census Form For Benefit Quotes (Employee Census.pdf vv1census by pfs)
Five Min Trip Inspection Form (Five Min Trip Inspection Form.PDF vv6insp by pfs)
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Five Min Trip Inspection Form (Five Min Trip Inspection Form.PDF vv8 by pfs)
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Gift Of Life Plan For Children (Gift of Life Plan For Children.pdf vv5giftoflife by pfs)

Gift of Life Plan*

Life plan for children ages 0 to 18. For some, the offer of conversion privileges is important should the child's health deteriorate; for others, these plans provide low cost insurance at an early age to cover the risk of loss. For still others, this is an important step in assisting their child in starting their own plan to cover them throughout life. These plans offer life benefits of $15,000 and $30,000 with a flat rate for ages 0 to 18.  Contact us for a review and quote for your child. 

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Site last updated 03/20/2024