Forms

Building Specific Forms

Charlotte Fitness Center Waiver

Gastonia Fitness Center Waiver

Employee Review Forms

Annual Attorney Review Form

Non-Attorney Employee Review Form

Finance Department Forms

Corporate Credit Card Missing Receipt Form

Corporate Credit Card Policy 

Corporate Credit Card Reconciliation 

Direct Deposit Enrollment/Change Form

Health/Dental/Vision Insurance Information and Forms

2023 Silver Health Insurance Coverage and Prices 

2023 Gold Health Insurance Coverage and Prices 

2023 Dental Blue Rollover Dental Benefits and Prices

2023 Vision Insurance Benefits and Prices

COM 104-1 BCBS Health Insurance Enrollment or Change Form Spanish

COM 104-2 BCBS Health Insurance Enrollment or Change Form

COM 104-3 BCBS Additional Dependent Form

COM 104-4 BCBS Additional Dependent Form Spanish

COM 104-5 Declination of Health Insurance

COM 104-6 Declination of Health Insurance Spanish

COM 104-7 Health Insurance Claim Form

COM 104-8 Dental Claim Form

FSA Election Form

FSA Election Form Instructions and Example

Human Resources Forms

Confidentiality Agreement

Employee Information Form

Instructions Performance Improvement Plan

Performance Improvement Plan

PTO Donation Form

PTO Donation Request Form

Volunteer Form

IT Forms

Mobile Phone Policy

Malpractice Insurance Forms

Lawyers Mutual (Attorney Malpractice Insurance) Add Attorney Form

Lawyers Mutual (Attorney Malpractice Insurance) Remove Attorney Form

Lawyers Mutual Insurance Policy

Misc. Employee Forms

EOS Personal Plan

Retirement Forms

COM 105-1 Retirement Plan Employee Documents Checklist

COM 105-2 Retirement Plan Employee Enrollment Guide

COM 105-3 Retirement Forms Beneficiary Designation

COM 105-4 Retirement Forms Distribution

COM 105-5 Retirement Forms Roth Election

COM 105-6 Retirement Forms Roth Rollover

COM 105-7 Retirement Plan QDIA Notice

 COM 105-8 Retirement Plan Safe Harbor Notice Match

COM 105-9 ERISA Section 404A5 Participant Fee Notice

COM 105-10 ERISA Section 404A5 Participant Fee Notice Instructions

COM 105-15 Retirement Plan Merrill Edge Portfolio Fact Sheets

COM 105-17 401K Summary Plan Description

401k Hardship Amendment

2020 Hardship Documentation 

Disaster Relief 

 

 

Student Loan Forms

Student Loan Repayment Request Form

Tax Forms

2017 W-4 Form

Tuition Forms

Tuition Reimbursement Request Form

Vendor Forms

Vendor Confidentiality Form

Vendor NDA