Accounting Employee Benefits Checklist Template
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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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