• Monthly Medical Invoice OR Monthly Benefit Invoice (if you are currently with a PEO)
  • Workers Compensation Deck Page OR Workers Compensation Code Report (if you are currently with a PEO)
  • Company census
  • Payroll register
  • Plan design page of your health benefits
  • Current invoice of your health insurance
  • Open Enrollment Packet
  • Benefits Plan Summary

To get a better idea of what information you’ll need and why, check out our Moving to a PEO page.