Workers’ Compensation Insurance Rating Bureau of California
®
Policyholder Product Order
Form 801 (Rev. 12/2019)
1221 Broadway, Suite 900 Voice 888.229.2472 customerservice@wcirb.com
Oakland, CA 94612 wcirb.com
Form CS801.122019
All products and services are prepared by the WCIRB in the normal course of business
pursuant to the regulations of the California Department of Insurance or for the benefit of
the WCIRB’s members. The WCIRB has made reasonable efforts to ensure the accuracy
of the products and services.
You must make an independent assessment regarding the use of all WCIRB products and
services based upon your particular facts and circumstances. The WCIRB cannot make
such an assessment and shall not be liable for any damages, of any kind, whether direct,
indirect, incidental, punitive or consequential, arising from the use, inability to use, or
reliance upon WCIRB products and services.
Purpose of Form
Use this form to order Experience Rating Worksheets,
Classification Inspection Reports and Unit Statistical Reports
for a specific policyholder. The WCIRB provides these data
products to the policyholder or the policyholder’s insurer of
record; other parties may also obtain these data products if
authorized by the policyholder.
Insurers and their authorized third parties as well as agents
and brokers who have access to WCIRB Connect
®
can
request policyholder authorization to access Experience
Rating Worksheets and Classification Inspection Reports
directly via WCIRB Connect free of charge.
If You Are the Policyholder
In section A, check the box “I am the policyholder.
Complete all sections of this form except section F.
A signature is required in section B.
If You Are the Insurer of Record
In section A, check the box “I am the insurer of record
(according to the WCIRB’s records)”.
Complete all sections of this form except section F.
If You Are Anyone Other Than the Policyholder or
Insurer of Record
In section A, check the appropriate box.
Complete all sections of the form, including section F;
otherwise, the WCIRB will not be able to process the order.
Payment Method
The WCIRB must receive payment before processing the
order. Indicate the payment method and corresponding
authorization information in section C.
Direct billing is available for WCIRB member insurers.
The WCIRB accepts Visa
®
and Mastercard
®
or ACH.
Authorize.Net will email an electronic invoice to the
requester on behalf of WCIRB California and process the
credit card or ACH payment.
Product Delivery
The WCIRB delivery and handling (D/H) charge is applicable
to all product copies, including special delivery requests.
Refer to the chart below and add the appropriate amount for
your order. The delivery charge is per unit of product based
on delivery method; for example, if you order 5 units of the
same product or 1 unit each of 5 different products and
select the same delivery method, the total D/H charge is five
times the unit charge for that delivery method.
Delivery Method D/H Fee
Electronically $5 per unit
By Mail $15 per unit
For products delivered by mail, the following shipping
methods are available.
Standard
Product orders provided in hard copy are mailed or
shipped ground.
As mailing may be through UPS, a street address and
phone number must be provided.
Next Day Air Shipping
Next day air shipping is billed directly to the ordering
organization by the shipper.
Complete the Shipper and Account Number fields.
FedEx and UPS are recommended. For other shippers,
contact the WCIRB Contact Center.
Specify the delivery speed.
Sales Tax
Include 9.25 percent sales tax for all orders mailed to
California addresses. Products received via electronic
delivery are not subject to sales tax.
Form Submission
This form can be completed electronically or printed out
and completed on hard copy. Electronic signatures are
acceptable when a signature is required. This form may be
emailed or mailed.
Email customerservice@wcirb.com
Mail WCIRB California
Attention: Contact Center
1221 Broadway, Suite 900
Oakland, CA 94612
Questions/Additional Information
Call the WCIRB Contact Center toll free:
888. CA WCIRB (229.2472), 7:30 AM – 4:45 PM PT
Instructions
Workers’ Compensation Insurance Rating Bureau of California
®
1 of 4
Policyholder Product Order
Form 801 (Rev. 12/2019)
1221 Broadway, Suite 900 Voice 888.229.2472 customerservice@wcirb.com
Oakland, CA 94612 wcirb.com
Form CS801.122019
PLEASE READ THE INSTRUCTIONS BEFORE COMPLETING THIS FORM.
A. Requester Information
I am the policyholder.
I am the insurer of record (according to the WCIRB’s records).
I am an insurer or its authorized third party, agent or broker authorized to conduct workers’ compensation insurance in
California.
I am
Specify
Name of Requesting Party
Company Name
NAIC Company Code (if insurer) OR valid California Casualty Broker-Agent License (if agent or broker)
Name Title
Address City State Zip
Telephone Email
B. Policyholder
Policyholder’s Business Name WCIRB Bureau Number (BN)
Policyholder Representative Name Title (If you are the policyholder, sign here.)
Address City State Zip
Telephone Email
Insurer Policy Number Effective Date
click to sign
signature
click to edit
Workers’ Compensation Insurance Rating Bureau of California
®
2 of 4
Policyholder Product Order
Form 801 (Rev. 12/2019)
1221 Broadway, Suite 900 Voice 888.229.2472 customerservice@wcirb.com
Oakland, CA 94612 wcirb.com
Form CS801.122019
C. Payment Method
1. WCIRB Member Insurers Billing
I am authorized by the insurer named in Requester Information in section A to request products. I understand that my
company will be billed for the products ordered by this form.
Authorized by Signature
Title Date
2. Payment by Credit Card or ACH (see Instructions)
Please provide the following:
Name on Card Email
Do not enter any credit card number onto this form. Credit card payment will be processed directly via Authorize.Net.
D. Delivery
(Check either a Standard or a Next Day Air Shipping method.)
Standard (Choose one option.)
Mail Email
Next Day Air Shipping
(If delivery is by mail, choose one of the options below; otherwise, call the WCIRB Contact Center.)
FedEx UPS
Shipper (if other than FedEx or UPS, call the WCIRB Contact Center) Account Number
Select delivery speed (applicable to products not emailed):
Ground
Next Day Delivery
click to sign
signature
click to edit
Workers’ Compensation Insurance Rating Bureau of California
®
3 of 4
Policyholder Product Order
Form 801 (Rev. 12/2019)
1221 Broadway, Suite 900 Voice 888.229.2472 customerservice@wcirb.com
Oakland, CA 94612 wcirb.com
Form CS801.122019
E. Product Order (Attach additional sheet[s] if necessary.)
Experience Rating Worksheets — $17 Per Worksheet
Rating Effective Date(s) Price
Classification Inspection Reports — $10 Per Report
Location(s) Price
Unit Statistical Reports — $8 Per Report
Policy Inception Date(s) Price
Order Subtotal Including Delivery and Handling
Sales Tax
Enter dollar amount representing 9.25% sales tax on orders shipped to a California address. Electronic deliveries are
not subject to sales tax. Check the box if product is to be delivered by mail.
ORDER TOTAL
Order Subtotal
Delivery and Handling
Enter total D/H fee for all units ordered (Electronically: $5 per unit; By mail: $15 per unit)
$ 0.00
$ 0.00
$ 0.00
$ 0.00
Workers’ Compensation Insurance Rating Bureau of California
®
4 of 4
Policyholder Product Order
Form 801 (Rev. 12/2019)
1221 Broadway, Suite 900 Voice 888.229.2472 customerservice@wcirb.com
Oakland, CA 94612 wcirb.com
Form CS801.122019
F. Policyholder Authorization
This section must be completed by an authorized representative of the policyholder identified in section B of this form if the
requesting party identified in section A of this form is NOT the policyholder or the insurer of record.
By signing below I warrant and represent that I am authorized to act for and bind the policyholder identified in section B of this
form for purposes of authorizing the release of policyholder data. I authorize the Workers’ Compensation Insurance Rating
Bureau of California (WCIRB) to release the policyholder data identified in section E of this form to the requesting party
identified in section A of this form.
Indemnification
By signing below I agree to indemnify and hold the WCIRB harmless from and against any claim related to the WCIRBs release
of policyholder data provided as a result of executing this Policyholder Authorization.
Expiration of Authorization
This authorization will expire ninety (90) days after the date of signing this form.
Printed Name of Policyholder Representative
Policyholder Representative Signature Date
click to sign
signature
click to edit