Tax season is approaching...are you ready?

Important notice for ShelterPoint policyholders:

4th Quarter 2018 and Annual Third Party Sick Pay statements (disability benefit payments) will be mailed to employers 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 is up-to-date (mailing address, contact person, legal name and tax identification number) as it is used when preparing and submitting tax forms, and for communicating important policy and claim related information. If any corrections are needed, contact our office, or create an online account to update your information.

Disability: If your employee’s 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. Informational Third Party Sick Pay statements are sent quarterly and an annual notice is sent in early January, summarizing payments and taxes taken on disability benefits.

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

PFL benefits paid to employees by insurance carriers are not reported on W-2 forms.

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

Contact Customer Support at or reach out by telephone 1-800-365-4999.