- Do you have an issue and aren’t sure whether it’s covered by ERISA?
- Are you concerned that ERISA might somehow come into play in a claim that you are evaluating, whether it’s an employment matter, workers’ compensation, or personal injury?
- Is it unclear what effect ERISA could have on the case that you are considering?
Download Our ERISA Referral Toolkit
We have created an easy-to-use ERISA Referral Toolkit to utilize when screening for short term disability, long term disability, life insurance, disability pension, and 401(k) claims in your clients’ personal injury, malpractice, social security, employment, and workers’ compensation cases.
What’s in the Toolkit?
Included within this toolkit:
- ERISA Referral Questionnaire (Print PDF). Print this easy-to-use questionnaire, and use it to take notes while screening your clients’ cases for ERISA claims.
- ERISA Referral Questionnaire (PDF Form). Complete this questionnaire electronically while screening your clients’ cases for ERISA claims.
- Client Questionnaire for ERISA Claims (Print PDF). Print this questionnaire, and give to your clients to complete themselves and return to you.
- Client Questionnaire for ERISA Claims (PDF Form). Send this questionnaire to your clients to complete electronically.
Once you or your client have completed the questionnaire, please return to us, and we will be in touch regarding the potential ERISA claim lurking in your case. We can take the ERISA claim from there (if you want), and you get the added benefit of a referral fee.