Employee Benefit Plan Claims Procedure Under the Employee Retirement Income Security Act

ERISA Section 503 and regulations at 29 CFR 2560.503-1 require employee benefit plans to establish procedures for resolving benefit claims under the plan, including initial claims and appeal of denied claims. The regulation requires specific information to be disclosed at different stages of the claims process. It also requires claims denial notices to be provided within specific time frames and to include specific information.

The latest form for Employee Benefit Plan Claims Procedure Under the Employee Retirement Income Security Act expires 2023-04-30 and can be found here.