GUIDE USERS ONLINE OSIP - California Department Of .
OSIP ONLINE USERS GUIDEOffice of Self-InsurancePlansOffice of Self-Insurance Plans11050 Olson Drive, Suite 230Rancho Cordova, Ca. 95670Phone: (916) 464-7000 fax: (916) 464-7007
CONTENTSWelcome to OSIP OnlineSM.The OSIP Online Users Guide provides informationon how to file an annual report, update your profile,select/change your actuary and to file your financialstatement.Important Information About Browser Compatibilityand Pop-up Blockers: OSIP Online is compatible with thelatest versions of Internet Explorer, Google Chrome, andMozilla Firefox.Page 1 of 11 Accessing OSIP Online – Page 2 How to File Your Annual Report Page 4 File Your FinancialStatement – Page 8 Select/Change Your Actuary –Page 10 Contact us – Page 11
OSIP OnlineOSIP Online is a secure portal for Office of Self-Insurance Plans (OSIP) customers to submit theirrequired documents.Registration and Accessing OSIP OnlineTo register or access for OSIP Online:1. Visit https://efiling.dir.ca.gov/OSIPO to get started.2. If you have never logged into OSIP online, then you will need to send anemail to OSIP@dir.ca.gov to request your temporary log in.3. First time users enter your user id and password for the first time and the systemwill prompt you to update your password. Please do not use a personalpassword.4. Insert your User ID and password.Reset PasswordIf you have forgotten your OSIP Online password:1. Visit https://efiling.dir.ca.gov/OSIPO/ to get started.2. Go to Reset Password.3. Insert your User ID.4. Select Actuary or Third Party Administrator orEmployer depending on your role.5. Then click “submit”.6. After selecting submit, an email with a temporary password will be sent to the email address ofthe Correspondence Contact on record with Office of Self-Insurance Plans.Note: After submitting, a confirmation page will display. Please keep your confirmation number for yourrecordsPage 2 of 11
OSIP OnlineImportant: If you still need assistance, contact the OSIP at (916) 464-7000 to speak to a representative orsend an email to SIP@dir.ca.gov .Page 3 of 11
Complete and Submit Your Annual ReportOSIP OnlineSM is the fastest way to file your Private, Public or Group Annual Report. Private andGroup Annual Reports are due March 1st and Public or JPA Annual Reports are due October 1st.1. Log in to OSIP Online to get started.2. Insert your User Id and password.3. The system will take you to a screen to select your user type.4. If you select “employer” the system will display a Navigation Menu.5. Select Annual Report Business Profile.6. Complete your portion and select submit.7. If you are an employer who is self-administered, then you will need to log in as theemployer and complete the business profile portion then select the TPA tocomplete the claims portion.8. After you select the Annual Report Business Profile from the menu, the system willbring you to the screen where you can complete the current year’s annual report oramend the prior year’s annual report.Note: After submitting your portion of the annual report, a confirmation page will display. Please keep yourconfirmation number for your records. You will also receive an email.Page 4 of 11
Complete and Submit Your Annual ReportPage 5 of 11
Complete and Submit Your Annual ReportTo complete the TPA claims portion:1. Log in to OSIP Online to get started.2. Insert your User Id and password.3. The system will take you to a screen to select your user type.4. Select “TPA” the system will display a Navigation Menu.5. Select Annual Report Claim.6. Complete your portion and select submit.7. If you are an employer who is self-administered, then you will need to log in as theemployer and complete the business profile portion then select the TPA to completethe claims portion.8. After you select the Annual Report Claim from the menu, the system will bring youto the screen to select the Company Type. Depending on what you select, the dropdown menu will display the employers that you adjust claims for.9. The TPA can also prepare an Interim Report if required to.Page 6 of 11
Complete and Submit Your Annual ReportPage 7 of 11
To Submit a Financial StatementA requirement to being self-insured is to submit annually a copy of the employer's current, certifiedand independently audited financial statement complete with all notes and schedules.To submit a copy of your financial statement:1. Log in to OSIP Online to get started.2. Insert your User Id and password.3. The system will take you to a screen to select your user type.4. Select “employer” the system will display a Navigation Menu.5. Select Financial Statement.6. Complete your portion, attach the appropriate document, make sure toselect the certify box then select submit.7. The system will generate a confirmation email once submission iscomplete.Page 8 of 11
To Submit a Financial StatementPage 9 of 11
Select/Change My ActuaryA requirement for being self-insured is that Private and Group Employers must file anactuarial study and summary. One is not required if in the current years report you have10 or fewer open claims or your estimated future liability is less than 1,000,000.To Select or Change Your Actuary:1. Log in to OSIP Online to get started.2. Insert your User Id and password.3. The system will take you to a screen to select your user type.4. Select “employer” the system will display a Navigation Menu.5. Select Select/Change My Actuary.6. The system will bring you to the form to either select an actuary or change your currentactuary.Once you have selected an actuary, your current actuary will appear in the top portionof the form. If you are changing your current actuary to a new one, then you will needto select a new actuary from the drop down menu in the bottom portion of the screen.Page 10 of 11
Contact UsYou can contact OSIP at (916) 464-7000 or send an email to SIP@dir.ca.gov forassistance. Or you can visit our website for FAQ’s at https://www.dir.ca.gov/osip/OSIPFAQ.htmThe bottom portion of the screen print below also indicates the due dates for specificfiling requirements.Page 11 of 11
GUIDE USERS ONLINE OSIP Office of Self-Insurance Plans Office of Self-Insurance Plans 11050 Olson Drive, Suite 230 Rancho Cordova, Ca. 95670 Phone: (916) 464-7000 fax: (916) 464-7007
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