Q. If the client company of a professional employer organization (PEO) also is represented by a third-party administrator, should the third-party administrator use the power-of-attorney form or the form it has used in the past for other client companies?
A. This PEO Form is required for companies that are PEO clients. A Power of Attorney form is also required.
Q. If the PEO itself is represented by a third-party and the PEO adds a new client company, do the PEO and the third-party administrator both need to submit new Power of Attorney forms?
A. The new client company of the PEO would need to complete a Power of Attorney form designating its preferred mailing addresses for each section. The third-party afministrator would not need to send anything additional if it already has a form on file showing that it represents the PEO.
Q. If a third-party administrator is listed as the address of record for its PEO client companies, will that address automatically be assigned to the PEO’s client companies or does a separate form need to be submitted?
A. Each client company must submit a Power of Attorney form designating which address is preferred for each section of the form.