Updating Personal Information

This policy informs employees when they need to notify a designated representative, such as the human resource department, of changes in their personal situation. The information collected should be limited to that which affects benefits or is required by law.

Sample Policy:
Updating Personal Information

In order to properly communicate employment information and administer employee benefits, (name of organization) must maintain current and accurate records on all employees. Consequently, it’s important that you notify (human resources / the business administrator) whenever changes occur to any of the following personal information:

• Name
• Address
• Telephone number
• Marital status
• Change in dependent status
• Person to notify in case of accident or illness
• Physician or hospital preference
• Insurance beneficiary
• Military status
• Death of a family member
• Jury duty assignments
• Planned resignation
• Planned retirement
• Personal injury or illness sustained while on the job
• Accommodations for temporary or permanent disability
• Leaves of absence (including planned or actual absence for a medical condition that may last more than three consecutive days or involve medical treatment)

This is a sample handbook policy only. Your organization is responsible for compliance with all applicable laws. Accordingly, this document should not be used or adopted by your organization without first being reviewed and approved by a licensed attorney in your area. Brotherhood Mutual assumes no liability in preparation and distribution of this sample document.

Working Together © 2022 Brotherhood Mutual Insurance Company. All rights reserved. www.brotherhoodmutual.com/working-together. Updated 9/2021.