Accounting Employee Benefits Checklist

This checklist is designed to ensure that all employees are fully informed about the benefits offered by our organization and to assist in the administration and tracking of these benefits.

Employee Information

Name		Employee ID
Department		Date of Hire

Benefit Enrollment and Administration

Health Insurance

Enrollment Completed
Beneficiary Designation Form Submitted
Copy of Plan Document Received

Retirement Plan

Enrollment Completed
Beneficiary Designation Form Submitted
Employee Contribution Percentage Set

Dental Insurance

Enrollment Completed
Beneficiary Designation Form Submitted
Copy of Plan Document Received

Paid Time Off

PTO Policy Received and Understood
Current PTO Balance Acknowledged

Vision Insurance

Enrollment Completed
Beneficiary Designation Form Submitted
Copy of Plan Document Received

Employee Assistance Program

Information Packet Received
Contact Information for Assistance Acquired

Life Insurance

Enrollment Completed
Beneficiary Designation Form Submitted
Copy of Plan Document Received

Professional Development and Training

Information on Programs Received
Applications for Relevant Programs Submitted (if applicable)

Other Benefits

Transportation/Commuter Benefits
Gym Membership/Wellness Programs
Stock Options/Equity Programs (if applicable)

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