This guide provides an overview of federal recordkeeping and retention requirements related to employee benefits. It includes records covered by the Employee Retirement Income Security Act (ERISA), the Consolidated Omnibus Budget Reconciliation Act (COBRA), the Health Insurance Portability and Accountability Act (HIPAA), the Family and Medical Leave Act (FMLA) and the Affordable Care Act (ACA). Recordkeeping for Employee Benefit Purposes addresses federal requirements only and does not include state or local guides.
An employer may use this form to obtain release from an employee to contact the employee's health care provider in circumstances where the FMLA permits. This form will ensure that employers remain compliant with the Health Insurance Portability and Accountability Act (HIPAA).