Policy Updates & Changes

My business had a change in ownership/entity. How do I update my policy and what documentation do I need to send you? How can I update my policy with changes to partners/officers who have left the business?
You may submit either a letter explaining the changes, or a completed Policy Update Form which you can request from State Fund. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance in updating your policy. Any changes to the ownership or entity will be reviewed and further information may be required to update your policy, e.g. changes in partners/officers.

I am retiring and giving my business to my son/daughter. Can you remove me from the policy?
In order to make any changes to your policy, additional information may be needed for further review. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance in updating your policy.

Address Changes

My mailing address changed. How can I update my policy? I have a new business location but my mailing address is the same. How can I add the additional location to the policy?
Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance in updating your policy.

I just bought a second business and would like to add it to my existing policy. Can this be done?
We need to review the specific circumstances to make any changes to your policy. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance in updating your policy.

A bookkeeper handles my payroll. Can you send all my reports to him/her?
Yes. We can add your bookkeeper’s name and address to your policy so they can receive and complete all of your payroll reports. However, you are still ultimately responsible to ensure timely submission of payroll reports and payments. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338). You can also self-register for State Fund Online to access your policy online and enroll in our ePayroll/ePayment application. You can delegate your ePayroll/ePayment completion responsibilities to your bookkeeper.

I am changing the name of my business, but the ownership is not going to change. Can you change the name on the policy?
Yes. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance in updating the business name on your policy.

Can I add a fax number/e-mail address to my policy?
Yes. Please contact your broker or you can update your primary contact information, including your fax number and email address, anytime you wish in State Fund Online. Please visit State Fund Online to register and access your policy and claims information.

Who can and cannot be excluded from the policy?
All employees must be covered and cannot be excluded from the policy. Sole proprietors and spouses named on a husband-and-wife policy are not considered employees, and are not covered by the policy. However, he or she can request in writing to be covered under the policy.

Corporate officers, partners and managing members of LLCs are considered to be employees and included in the coverage. However, exclusion from coverage is possible, provided certain qualifications are met.

If you are interested in excluding corporate officers, partners or managing-members, please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance. Further review or additional information may be necessary to determine if your request can be granted.

I am the owner of the business and currently excluded from coverage, but I would now like to be covered. How can I do this?
You will need to inform State Fund of your desire to be covered; you can write, fax, email or send a completed policy update form. Further review will be required to determine if your request can be granted. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance.

I just hired a new employee and need a new classification added to my policy. How can I do this?
You will need to notify State Fund in writing, fax, email, or a completed Job Description Questionnaire. Additional information may be required to determine the appropriate classification code. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance.

The operations of my business have changed. Do I need a new policy?
A new policy will not be necessary, but you must notify State Fund in writing so that we can update your policy accordingly. However, a change in operation may result in a change in classification code. Please contact your broker or call the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance.

I’d like to add/remove/change my broker. Can I do this?
Yes, a policyholder is able to remove or change the broker on their policy. To find out how, contact the Customer Service Center at 888-STATEFUND (888-782-8338) for assistance.

Note: State Compensation Insurance Fund is not a branch of the State of California.