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Request for Proposal (RFP)

Please complete this Request for Proposal (RFP) to receive rates from qualified PEO's who specialize in the healthcare industry in your state. Please indicate any special requirements or needs of your business.

To provide the most accurate proposal, we need the following information e-mailed or faxed to us in addition to the completed RFP form below:

  • Current declaration page from current Workers' Compensation policy

  • Last three years of Workers' Compensation "loss runs"

  • A SUTA (State Unemployment Tax Act) report or your annual rate notice indicating current rate


All fields marked with * are required.

     
Contact Name:*
 
     
Company Name:*
 
     
Tax I.D. or S.S.#:*
 
     
Business Entity:*
 

C-Corporation
S-Corporation
LLC
Partnership
Sole-Proprietor
LLP
Other

     
Company Address:*
 
     
City:*
 
     
State:*
 
     
Zip: *
 
     
Company Web Site URL:
 
     
Primary E-mail Address:*
 
     
Secondary E-mail Address:
 
     
Phone Number:*
 
   
Fax Number:*
 
     
Cell Phone Number:
 
     
When is the best time
to contact you?
 
     

About Your Company

     
Describe Your Business:
 
       
Do You Currently
Use a PEO?*
  Yes No
     
If Yes, Name of PEO:
 
     
Do You Currently Use a
Payroll Service?
  Yes No
     
If Yes, Name of Payroll Company:
 
     
Do You Have Operations
in Other States?
  Yes No
     
If Yes, Name of States:
 
     
Have You Been Cited for Any OSHA Violations in the Last Three Years?
  Yes No
     
Is Your Company Engaged in Work Not Described Above?
  Yes No
     
Current Number of Full-Time Employees:*
 
   
Current Number of Part-Time Employees:*
 
     
Workers' Comp Modifier:
(if known)
 
     
Gross Payroll:*
 
 Per Pay Cycle*
  Week
Bi-Weekly
Semi-Monthly
Monthly
Annually
     
Workers' Comp Code(s):*
 
    The 4 digit number(s) listed on your workers' compensation certificate, such as "8810 - clerical"
     
    Code 1: Payroll/Code 1:
Payroll per Workers'
Comp Codes:*
  Code 2: Payroll/Code 2:
    Code 3: Payroll/Code 3:
    Code 4: Payroll/Code 4:
    Code 5: Payroll/Code 5:
    Code 6: Payroll/Code 6:
   
       
Current Pay Cycle:*
  Week
Bi-Weekly
Semi-Monthly
Monthly
Annually
     
Current SUTA Rate:*
 
State Unemployment Tax Rate (%)
   
     
Do You Currently Offer Medical Benefits for Your Employees?
  Yes No
     
If Yes, When is
Your Renewal Date?
  (Format: mm/dd/yy)
     
What is Your
Medical Deductible?
 
 
     
Benefits of Interest:
  Medical Insurance
(check all that apply)
  Life Insurance
    Dental Insurance
    Vision Insurance
    401(K) Retirement Plan
    Pre-Tax Cafeteria 125 Plan
    Prescription Drug Coverage
    Flexible Spending Account (FSA)
    Personal Accident Insurance
    Long-Term Disability Insurance
    Short-Term Disability Insurance
    Supplemental - Cancer, Accident, Hospital
    Credit Union Membership
    No Benefits
     
How Did You Hear about Us?
 
     
Additional Questions/Comments:
 
     
       
       
 

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