Dear PTA Leaders,

California State PTA, in conjunction with our insurance broker Association Insurance Management (AIM), is excited to announce the launch of our new Workers’ Compensation Annual Payroll Report and submission process.

The Workers’ Compensation Annual Payroll Report is a document that every PTA in the state is required to submit for insurance purposes. It is used to indicate if you paid anyone (including employees and independent contractors) for services, and the amounts you paid, if any. This report is required annually, even if you did not pay anyone.

What's Different This Year?

1. An updated report form that is simpler and easier to complete! If your PTA did not pay anyone, simply check the box that indicates "No One Paid."

2. New, completely online submission process. You can access the new online submission form by clicking here. If you cannot access the electronic submission report (or simply prefer paper), please contact AIM and ask for a paper form to be mailed to you, or download a paper form here. Both online and paper report forms are available in English and Spanish.

3. Send reports directly to AIM, not your council or district PTA. The Workers' Compensation Report, and any surcharge that might be due, should be sent directly to AIM. Reports should NOT be sent through channels.

Please note: This new process only applies to the Workers’ Compensation report and any surcharge you may owe. Every unit, council or district should still pay their regular insurance premium through channels. Check with your council or district for local due dates.

Resources

On the insurance page of the California State PTA website (under the heading "New Workers' Comp Annual Payroll Report Process") you'll find links to the online report form, paper forms (in English and Spanish), and documents which provide step-by-step instructions on how to fill out the forms. You may want to review these instructions prior to filling out the report form.

If you have any questions about the new process, the report forms, or Workers’ Compensation coverage in general, please contact AIM for assistance by emailing capta@aim-companies.com or by calling (800) 876-4044 or (214) 360-0801. They have Spanish-speaking representatives, and are available 24/7.