FormsPlus Help

You may request that additional forms be added to the software by completing a forms submittal sheet. Page two of the sheet lists the current Forms Submittal Policy. This policy outlines what forms will or can be considered for inclusion in FormsPlus, as well as the turnaround time for implementing the form. You may obtain a copy of the forms submittal sheet at: http://www.tritechsoft.com/public_download/FormsPlus%20Submittal.pdf

Forms submitted must meet the following criteria to be considered:

1. Any form filed with and created by a state or territorial government insurance, tax, revenue, treasury, or finance agency will be considered for inclusion. The form must be made directly available to TriTech from the agency or its website.

2. Forms filed with and created by a worker's comp. agency or organization pursuant to state statute (Fair Plan, Surplus Lines Assoc, Mine Subsidence Fund, etc.) will be considered. The form must be posted on the organization’s website in electronic format (PDF, document, or spreadsheet). Forms that have been scanned into a PDF will not be considered. Access to the form cannot be password protected. If the form does not meet these requirements, TriTech may consider the form if:

1. You contact the organization and they agree to provide the form to TriTech on a periodic basis as needed in electronic format (as defined above).

2. It must be a generic form that can be used by all insurance companies.

3. Forms from foreign countries, such as Canada, may be considered for inclusion subject to the criteria in number 2 above.

4. Requests to add a territory or foreign government not already in the software will not be considered until the following year.

5. Income tax returns will not be considered.

If a form meets the above criteria, please complete a Forms Submittal document and submit to TriTech. This document can be obtained by sending a request to msupport@tritechsoft.com or at: http://www.tritechsoft.com/public_download/FormsPlus%20Submittal.pdf. If a submittal document is not completed, the request will not be considered.

To ensure availability during tax season (12/15 to 3/1), please submit forms prior to 12/1. Forms submitted after 12/1 may not be added until after 3/1. In addition, please allow up to 30 days for the addition of new forms to the software after tax season.