When shopping for insurance, broker and insurance companies you approach will need payroll records to confirm all employees’ eligibility. Usually the DE9C form (quarterly wage report) is used. Temporary employees and independent contractors do not count, nor do employees who are outside of the United States unless they are on your U.S. payroll. Other California Employment Development Department forms that might be accepted are DE3B or DE3DP. Smaller businesses—for example, a business with just two partners—need to provide federal W-4 or other payroll records. If you have an employee not listed on the quarterly statement, you may also need current payroll information.

Other documents in the Purchasing Coverage section:

• Brokers
• Budgeting and Cash Flow
• Employee Census
• Evaluating Health Coverage
• Evaluating Insurers and Health Plans
• Plan Contract and Implementation
• Plan Value: Balancing Benefits and Costs
• Preparing to Purchase Group Coverage
• Purchasing Alliances
• Purchasing Strategies
• Purchasing Without a Broker
• Trade Associations
• Health Insurance Exchanges
• Which Payroll Records Do I Need?