Insured Policies Tab - Policy Units

This tab contains all of the basic details of the insured's policy units.

 

Field Descriptions

Policy Units Sub Tab

Policy No

Enter the policy number for the insured.

Year

Enter the year of the current policy.

Unit Code

Enter the unit code for the policy.

Retain?

Enter a check mark in this box if the policy should be retained for another year.

Rating St

Enter the initials of the state  the policy is rated on.

ID No

MyWC automatically populates.

Billing Location ID

Enter the billing location from the selection from .

 

Work Places Units Sub Tab

 

 

Location Code

Enter the Location code for the insured.

Effective Date

Enter the date the policy is made effective for this location.

Expiration Date

Enter the date the policy is due to expire for this location.

L/C Excluded

Place a check mark in this box if this location is excluded from the policy

Payrolls Sub Tab

 

Class Code

Click on the ellipses to the right and choose the correct class code from the drop down list.  Class Codes are defined using the Class Codes option of the Lookup Codes menu    located on the MyWC toolbar.  

Note: that you can use either the Class Code or the Description field to add a new selection by clicking on the add button first and then on the of one of these two fields.

Estimated Payroll

Enter the annual gross total of the payroll cost for the entire staff employed by the Insured.

Full Time

Enter the number of full time staff employed by the insured.

Part Time

Enter the number of part time staff employed by the insured.

Effective Date

Enter the date the policy is made effective for the insured.

Expiration Date

Enter the date the policy is due to expire for the insured.