Tax season is approaching...are you ready?

Important notice for ShelterPoint claimants:

4th Quarter 2018 and Annual Third Party Sick Pay statements (disability benefit payments) will be mailed to policyholders the week of January 7, 2019.

Applicable Tax forms will be mailed to recipients by January 31, 2019, based on benefits received and services elected by the policyholder.

Make sure your information on file with us is up-to date (Mailing address, legal name as filed with the Social Security Administration or Internal Revenue Service, and Social Security Number or ITIN) as this information is used when preparing and submitting tax forms.  If any corrections are needed, contact our office, or create an online account to update your information.

Disability Claims: If you received any short-term disability benefits from ShelterPoint during calendar year 2018, this information is reported on W-2’s as Third Party Sick Pay and must be included when filing taxes. Certain employers may have W-2 preparation services from ShelterPoint and this means you’ll receive a W-2 form listing the total benefits received during the year. Your employer will receive a summary Third Party Sick Pay statement outlining benefits paid during the year.

Paid Family Leave (PFL) Claims: If you received more than $600.00 of PFL benefits from ShelterPoint during calendar year 2018, you will receive form 1099-MISC from us in January 2019. PFL benefits are taxable non-wage income that must be included when filing taxes.

Legal Disclaimer: ShelterPoint does not provide tax advice. Consult with an appropriate tax professional for any questions on tax reporting.



Questions?
Contact Customer Support at customerservice@shelterpoint.com or reach out by telephone 1-800-365-4999.