Tax season is approaching...are you ready?

Important information for ShelterPoint claimants:

4th Quarter 2023 and Annual Third-Party Sick Pay statements will be mailed to policyholders (that's typically your employer) the week of January 1, 2024.

Applicable tax forms will be mailed to claim payment recipients by January 31, 2024 for benefits received and services elected by the policyholder for the 2023 calendar year.

General: 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 in preparing tax forms. If any corrections are required, contact our office, or create an online account to update your information.

Disability Claims: If you received any sick pay benefits (short-term disability benefits and/or PFML medical leave benefits) from ShelterPoint during calendar year 2023, this information is reported on a Form W-2 as third-party sick pay wages. If your employer has elected the Form W-2 preparation service from ShelterPoint, you will receive a separate Form W-2 that includes the total benefits received during the year. If your employer has not elected this service, benefits paid by ShelterPoint may be included on the Form W-2 you receive from your employer.

Paid Family Leave (PFL) Claims: If you received $600.00 or more of PFL benefits from ShelterPoint during calendar year 2023, you will receive Form 1099-MISC from ShelterPoint in January 2024. PFL benefits are taxable non-wage income for tax purposes.

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

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