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The ERD 991 form is a crucial document utilized in the workers' compensation process, specifically designed for reporting on-the-job injuries, occupational diseases, or fatalities. This form is mandated by the Montana Department of Labor and Industry and serves multiple purposes, including capturing essential details about the injured worker and the circumstances surrounding the incident. Key sections of the form require information such as the worker's personal details, including their name, address, date of birth, and Social Security number. It also prompts the reporting of the injury's specifics, including the date, time, and nature of the incident, as well as the medical treatment received. Employers are tasked with providing their information, including business structure and insurance details, ensuring a comprehensive overview of the situation. Additionally, the form includes a section for signatures, affirming the accuracy of the information provided and the worker's understanding of their rights and responsibilities regarding workers' compensation benefits. Completing the ERD 991 form accurately and promptly is vital for ensuring that injured workers receive the benefits they are entitled to, thus facilitating a smoother recovery process and minimizing potential disputes.

Sample - Erd 991 Form

OSHA Log Case #

First Report

Adjuster Date Stamp

of Injury or Occupational Disease

Montana Department of Labor and Industry PO Box 8011 Helena, MT 59604-8011

Worker

LAST NAME

HOME ADDRESS

FIRST NAME

M.I.

DATE OF BIRTH

 

 

CITY

 

 

 

SOCIAL SECURITY NUMBER

STATE

POSTAL CODE

 

 

PHONE NUMBER

EDUCATION

LESS THAN HIGH SCHOOL

GED OR HIGH SCHOOL DIPLOMA

BEYOND HIGH SCHOOL

GENDER

MALE

UNKNOWN

FEMALE

MARITAL STATUS

MARRIED SEPARATED

WIDOWED, DIVORCED, SINGLE, UNMARRIED

UNKNOWN

NUMBER OF DEPENDANTS

Wages

 

DATE HIRED

 

GROSS EARNINGS FOR FOUR PAY PERIODS PRECEDING THE INJURY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DATE/AMOUNT

/

 

 

 

DATE/AMOUNT

 

/

 

 

 

DATE/AMOUNT

/

 

 

 

DATE/AMOUNT

/

 

 

 

EMPLOYMENT STATUS

 

 

 

 

 

 

 

 

 

 

 

NUMBER OF DAYS WORKED PER WEEK

WAGE

 

 

 

WAGE PERIOD

 

 

 

 

 

 

 

FULL TIME

PART TIME

SEASONAL

PIECE WORKER

 

 

 

 

 

 

 

 

 

 

 

 

 

HOUR

 

WEEK

 

 

MONTH

OTHER

 

VOLUNTEER

OTHER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DAY

 

BI-WEEKLY

YEAR

 

 

IN ADDITION TO GROSS EARNINGS CITED ABOVE WORKER RECEIVED

 

 

 

 

ESTIMATED VALUE IF ANY

 

 

 

 

TIME EMPLOYEE BEGAN WORK

 

 

ROOM & BOARD

OVERTIME

 

 

 

BONUS

 

COMMISSIONS

OTHER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WORKED NEXT SCHEDULED SHIFT

 

 

OFF WORK MORE THAN 4 WORK DAYS

 

DATE LAST WORKED

 

DATE OF RETURN TO WORK

 

FULL WAGES PAID FOR

 

 

SALARY CONTINUED

 

YES

NO

 

 

 

 

 

YES

 

NO

NOT SURE

 

 

 

 

 

 

 

 

 

 

 

 

DATE OF INJURY

 

 

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Accident Description

 

 

 

 

 

 

 

 

 

 

 

 

JOB TITLE

 

DESCRIPTION OF ACCIDENT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CAUSE OF INJURY

 

 

 

 

 

 

 

CAUSE CODE

 

 

PART OF BODY

 

 

 

PART CODE

NATURE OF INJURY

 

NATURE CODE

 

DATE OF INJURY

TIME OF INJURY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DATE DISABILITY BEGAN

 

 

 

 

 

 

DATE OF DEATH

 

 

 

 

NAMES OF WITNESSES

 

 

2)

 

 

 

 

 

3)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ACCIDENT ON EMPLOYERS PREMISES

 

 

 

ACCIDENT ADDRESS OR LOCATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YES

NO

 

 

 

 

 

 

CITY

 

 

 

 

STATE

 

 

 

 

POSTAL CODE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DATE EMPLOYER NOTIFIED

 

 

 

 

 

 

ACCIDENT REPORTED TO

 

 

 

 

 

 

 

 

 

 

 

SAFETY EQUIPMENT PROVIDED

 

 

SAFETY EQUIPMENT USED

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YES

 

NO

 

 

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Medical

ATTENDING PHYSICIANS NAME

ADDRESS

 

STATE

POSTAL CODE

 

PHONE NUMBER

 

 

 

 

 

 

PHONE NUMBER

HOSPITAL NAME

ADDRESS

 

STATE

POSTAL CODE

 

 

 

 

 

 

 

-SITE BY EMPLOYER OR MEDICAL STAFF

TYPE OF INITIAL MEDICAL TREATMENT

RECEIVED

NO TREATMENT

EMERGENCY ROOM/U

RGENT CARE

TREATMENT ON

HOSPITAL>24 HOURS

 

 

 

 

 

 

CLINIC/DR. OFFICE

Signature

“This is my claim for workers’ compensation benefits due to the on-the-job injury, occupational disease or death of the above named worker. I understand that signing this claim for compensation authorizes the release to the workers’ compensation insurer or its agent, rehabilitation records, Social Security records and health care information (medical records, pursuant to HIPAA, Public Law 104-191, 42 USC section 1301, et. seq., and section 39-71-604, MCA) that are directly relevant to the claimed injury, disease or death. I also understand that if I obtain or exert unauthorized control over workers’ compensation benefits to which I am not entitled, I may be prosecuted for theft.”

Signature of Injured Worker or Beneficiary

Date

Employer

EMPLOYER NAME

DOING BUSINESS AS

FEDERAL EMPLOYER IDENTIFICATION NUMBER (TAX ID)

MAILING ADDRESS

 

CITY

 

STATE

 

 

 

POSTAL CODE

 

PHONE NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LOCATION OF OPERATION, IF DIFFERENT FROM MAILING ADDRESS

 

 

 

NATURE OF BUSINESS

 

SELF-INSURED?

YES

NO

 

 

 

 

 

 

 

SIC/NAICS CODE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LIMITED LIABILITY COMPANY

EMPLOYER IS A

SOLE PROPRIETORSHIP

PARTNERSHIP

INJURED WORKER IS A

SOLE P

ROPRIETORSHIP

PARTNERSHIP

CORPORATION

CORPORATION

LIMITED LIABILITY COMPANY

A MEMBER OF THE EMPLOYERS (SOLE PROPRIETOR OR PARTNER) FAMILY LIVING IN THE EMPLOYERS HOUSEHOLD

 

 

 

 

 

 

 

 

 

WAS WORKER INJURED WHILE IN YOUR EMPLOY

DO YOU HAVE ANY REASON TO QUESTION THIS ACCIDENT?

 

YES

NO

 

 

IF YES, PLEASE EXPLAIN FULLY. USE SEPARATE SHEET IF YOU NEED ADDITIONAL SPACE

 

 

 

 

 

 

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prepared By

 

 

 

Official Title

 

 

 

Phone Number

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PAYROLL CLASSIFICATION CODE UNDER WHICH YOU

 

 

 

 

 

 

 

 

 

 

 

 

 

REPORT EMPLOYEES WAGES

 

AUTHORIZED EMPLOYERS SIGNATURE_______________________________________________

DATE__________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurer

CLAIM ADMINISTRATOR CLAIM NUMBER

DATE REPORTED TO CLAIM ADMINISTRATOR

THE ABOVE INFORMATION IS CORRECT WITH THE FOLLOWING EXCEPTIONS (ATTACH EXTRA SHEETS IF BOX AT RIGHT IS CHECKED)

CLAIM ADMINISTRATORS NAME

CLAIM ADMINISTRATOR ADDRESS

 

CLAIM ADMINISTRATOR FEIN

 

 

 

 

 

 

 

INSURER NAME

 

INSURER FEIN

 

 

 

 

 

 

 

 

 

POLICY NUMBER

 

POLICY EFFECTIVE DATE

 

POLICY EXPIRATION DATE

 

 

 

 

 

 

 

ERD – 991 (Rev. 04/09 ER)

File Specs

Fact Name Details
Form Purpose The ERD 991 form is used to file a claim for workers' compensation benefits in Montana.
Governing Law This form is governed by Montana Code Annotated (MCA) Title 39, Chapter 71.
Department The form is administered by the Montana Department of Labor and Industry.
Injury Reporting It requires details about the date and nature of the injury or occupational disease.
Employee Information Workers must provide personal details, including name, address, and social security number.
Employer Information Employers must include their name, address, and federal employer identification number.
Medical Treatment Information about initial medical treatment received must be documented on the form.
Witnesses The form allows for the inclusion of witness names related to the accident.
Signature Requirement The injured worker or beneficiary must sign the form to authorize the claim.

Erd 991 - Usage Guidelines

Completing the ERD 991 form requires careful attention to detail and accuracy. This form is essential for reporting workplace injuries or occupational diseases and must be filled out completely to ensure proper processing. Below are the steps to guide you through the process of filling out the form correctly.

  1. Begin by entering the OSHA Log Case # at the top of the form.
  2. Fill in the First Report Adjuster and the Date Stamp of Injury or Occupational Disease.
  3. Provide the Worker's Last Name, First Name, and M.I. (Middle Initial).
  4. Enter the Date of Birth, Home Address, City, State, Postal Code, and Phone Number.
  5. Select the appropriate Education level from the options provided.
  6. Indicate the Gender of the worker.
  7. Choose the Marital Status of the worker.
  8. Enter the Number of Dependants.
  9. Document the Date Hired and Gross Earnings for the Four Pay Periods Preceding the Injury.
  10. Specify the Employment Status and Number of Days Worked per Week.
  11. Provide details about the Wage and Wage Period.
  12. List any additional earnings received, such as Room & Board, Overtime, Bonus, and Commissions.
  13. Fill in the Next Scheduled Shift and the dates for Date Last Worked and Date of Return to Work.
  14. Indicate whether Full Wages Were Paid for the period of absence.
  15. Provide the Date of Injury and a brief Description of Accident.
  16. Detail the Cause of Injury and fill in the relevant codes for Part of Body and Nature of Injury.
  17. Record the Date of Disability Began and Date of Death if applicable.
  18. List the names of any Witnesses to the accident.
  19. Indicate if the accident occurred on the Employer’s Premises and provide the Accident Address.
  20. Document the Date Employer Notified and whether the accident was reported to safety.
  21. Fill in the Attending Physician’s Name and Hospital Name along with their addresses and phone numbers.
  22. Specify the Type of Initial Medical Treatment Received.
  23. Sign the form to certify the claim and provide the Date of signature.
  24. Enter the Employer’s Name, Doing Business As, and Federal Employer Identification Number (Tax ID).
  25. Complete the Mailing Address, City, State, Postal Code, and Phone Number.
  26. Fill in the Nature of Business and indicate if the employer is Self-Insured.
  27. Provide the Payroll Classification Code and the Authorized Employer’s Signature along with the date.
  28. Lastly, fill in the Insurer’s information and the Claim Administrator’s Name and Address.

After completing the form, review it for accuracy before submission. Ensure that all required fields are filled out and that the information provided is correct. This careful preparation will facilitate the processing of the claim and help avoid potential delays.

Your Questions, Answered

What is the ERD 991 form used for?

The ERD 991 form is a crucial document for reporting workplace injuries or occupational diseases in Montana. It serves as the First Report of Injury and is submitted to the Montana Department of Labor and Industry. This form helps initiate the workers' compensation process, ensuring that injured workers receive the benefits they are entitled to after an incident occurs on the job.

Who is responsible for filling out the ERD 991 form?

The injured worker or their beneficiary typically fills out the ERD 991 form. However, employers also play a role in the process. They must provide certain information about the incident, including details about the worker's employment status and the nature of the accident. Both parties need to ensure that the form is completed accurately to avoid delays in the claims process.

What information is required on the ERD 991 form?

The ERD 991 form requires various pieces of information. Key details include the worker's name, address, date of birth, social security number, and employment details. It also asks for specifics about the injury, such as the date, time, and description of the accident, as well as any medical treatment received. Accurate and complete information is vital to facilitate the processing of the claim.

What happens after the ERD 991 form is submitted?

Once the ERD 991 form is submitted, it is reviewed by the claims administrator. They will assess the information provided and determine the eligibility of the worker for benefits. This process may involve communication with the employer, the injured worker, and medical providers. If approved, the injured worker will receive compensation for medical expenses and lost wages related to the injury.

Can the ERD 991 form be amended after submission?

Yes, the ERD 991 form can be amended after submission if there are any errors or additional information that needs to be included. It is important to communicate these changes to the claims administrator promptly. Keeping the information accurate ensures that the claim is processed correctly and that the injured worker receives the appropriate benefits.

Is there a deadline for submitting the ERD 991 form?

Yes, there is a deadline for submitting the ERD 991 form. Generally, it should be filed as soon as possible after the injury occurs, typically within 30 days. Timely submission is essential to avoid complications with the claim and to ensure that the injured worker can access benefits without unnecessary delays.

Common mistakes

  1. Incomplete Information: Failing to fill out all required fields can lead to delays. Ensure that every section is completed, including names, addresses, and social security numbers.

  2. Incorrect Dates: Entering the wrong date of injury or the date of last work can cause confusion. Double-check these dates for accuracy.

  3. Improper Signature: The form must be signed by the injured worker or beneficiary. An unsigned form will not be processed.

  4. Missing Medical Information: Not providing the attending physician’s details can hinder the claim process. Include the physician's name, address, and contact information.

  5. Neglecting to Report Witnesses: If there were witnesses to the accident, failing to include their names and contact information can weaken the claim.

  6. Inaccurate Employment Status: Misrepresenting the employment status, such as full-time or part-time, can lead to complications in processing the claim.

  7. Not Providing Additional Documentation: If there are exceptions or additional information, not attaching extra sheets can result in incomplete claims. Always provide supporting documents when necessary.

Documents used along the form

The ERD 991 form is essential for filing a workers' compensation claim in Montana. It gathers crucial information about the injured worker, the incident, and the employer. Alongside this form, several other documents may be necessary to ensure a complete and accurate claim process. Below is a list of commonly used forms and documents that accompany the ERD 991 form.

  • First Report of Injury (FROI): This document serves as the initial report filed by the employer after an injury occurs. It provides details about the incident and is often required by the insurance company for claim processing.
  • Claimant's Authorization for Release of Information: This form allows the insurer to obtain medical records and other relevant information regarding the claimant’s injury. It is essential for verifying the claim.
  • Medical Treatment Records: These records detail the medical care received by the injured worker. They include notes from doctors, treatment plans, and any other documentation related to the injury.
  • Witness Statements: Statements from individuals who witnessed the accident can provide additional context and support the injured worker's claim. These are often included as attachments to the main claim.
  • Employer's Incident Report: This report, completed by the employer, outlines the circumstances surrounding the injury. It may include information about safety measures in place and any previous incidents.
  • Return to Work Documentation: After recovery, the injured worker may need to submit a form or letter from their healthcare provider stating their ability to return to work, including any restrictions or accommodations needed.
  • Insurance Policy Information: This document provides details about the employer's workers' compensation insurance coverage. It includes policy numbers and contact information for the insurer, which may be necessary for processing the claim.

Each of these documents plays a vital role in the workers' compensation process, ensuring that all necessary information is available for the claim to be evaluated thoroughly. Having these forms ready can help streamline the process and support the injured worker in receiving the benefits they deserve.

Similar forms

The ERD 991 form is similar to the OSHA 300 Log, which is used to record workplace injuries and illnesses. Both documents serve the purpose of documenting incidents that occur in the workplace, focusing on the details of the injury or illness. The OSHA 300 Log requires employers to record the date of the incident, the nature of the injury, and the affected body part, much like the ERD 991. Both forms are essential for compliance with workplace safety regulations and help track injury trends over time.

Another document that parallels the ERD 991 is the First Report of Injury (FROI) form. This form is often the initial notification of an injury to an insurance company or state agency. Similar to the ERD 991, the FROI collects information about the injured worker, including their personal details, the circumstances of the injury, and the medical treatment received. Both forms are crucial for initiating the workers' compensation claim process and ensuring that all necessary information is provided promptly.

The Workers' Compensation Claim Form is another document akin to the ERD 991. This form is used to formally file a claim for workers' compensation benefits. Like the ERD 991, it requires detailed information about the injured worker, the injury, and the employer. Both forms aim to facilitate the claims process, ensuring that all relevant information is collected to support the worker's claim for benefits.

Similar to the ERD 991 is the Medical Report of Injury form. This document provides detailed medical information regarding the injury, including diagnoses, treatment plans, and the worker’s recovery status. Both forms require the involvement of medical professionals and are essential for establishing the extent of the injury and the necessary medical care, thus aiding in the compensation process.

The Employer's Incident Report also shares similarities with the ERD 991. This internal document is used by employers to record the specifics of an incident that occurs at the workplace. It captures details such as the time, place, and nature of the incident, much like the ERD 991. Both forms help employers analyze incidents for safety improvements and compliance with reporting requirements.

The Employee Injury Report form is another document that is comparable to the ERD 991. This form is typically filled out by the injured worker and includes personal information, details of the injury, and circumstances surrounding the incident. Both forms emphasize the importance of accurate reporting and documentation to ensure that claims are processed efficiently and fairly.

Lastly, the Return to Work form is similar to the ERD 991 in that it documents the worker's status after an injury. This form outlines the worker’s ability to return to their job, any restrictions, and the date of return. Both documents are critical in managing the workers' compensation process, ensuring that all parties are informed about the worker's recovery and readiness to resume their duties.

Dos and Don'ts

When filling out the ERD 991 form, it’s important to ensure accuracy and completeness. Here are some things you should and shouldn't do:

  • Do double-check all personal information for accuracy, including names, addresses, and Social Security numbers.
  • Do provide detailed descriptions of the accident and the injury sustained.
  • Do ensure that all required signatures are included before submitting the form.
  • Do keep a copy of the completed form for your records.
  • Don't leave any sections blank; incomplete forms may delay processing.
  • Don't provide false information, as this can lead to legal consequences.
  • Don't forget to report the injury to your employer promptly, as required.

Misconceptions

Misunderstandings about the ERD 991 form can lead to confusion and complications in the workers' compensation process. Here are ten common misconceptions, clarified for better understanding:

  • The ERD 991 form is only for serious injuries. Many believe this form is reserved for severe injuries, but it is actually required for any workplace injury or occupational disease, regardless of severity.
  • Filing the form guarantees compensation. While the form initiates the claims process, it does not guarantee that benefits will be awarded. Each claim is reviewed on its own merits.
  • Only full-time employees can file. Part-time, seasonal, and even volunteer workers may file a claim using the ERD 991 form if they are injured while performing work-related duties.
  • Accidents must be reported immediately. While timely reporting is crucial, some delays are acceptable. However, waiting too long can jeopardize a claim.
  • All medical treatments must be pre-approved. Although some treatments require prior approval, emergency care and initial treatments often do not need to be authorized beforehand.
  • The employer's signature is not necessary. The employer's signature is essential on the ERD 991 form to validate the claim and confirm the details provided by the injured worker.
  • Injured workers cannot return to work until the claim is resolved. Workers may return to work, possibly in a modified capacity, while their claim is being processed.
  • Only injuries occurring on-site are covered. Injuries that occur off-site but during work-related activities may also be eligible for compensation.
  • The form is only for physical injuries. The ERD 991 form can also be used for claims related to occupational diseases and mental health issues resulting from workplace conditions.
  • Once submitted, no changes can be made. Corrections can be made after submission, but it’s important to communicate any changes to the claims administrator promptly.

Understanding these misconceptions can help ensure that injured workers navigate the claims process more effectively. Accurate information is key to securing the benefits they deserve.

Key takeaways

When filling out the ERD 991 form, it’s essential to ensure accuracy and completeness. Here are some key takeaways to keep in mind:

  • Understand the Purpose: The ERD 991 form is used to report workplace injuries or occupational diseases for workers' compensation claims.
  • Gather Information: Collect all necessary details about the injured worker, including their name, address, date of birth, and Social Security number.
  • Document Employment Details: Clearly state the worker’s employment status, wage information, and the date they were hired.
  • Accurate Description: Provide a thorough description of the accident, including the job title, cause of injury, and nature of the injury.
  • Medical Treatment: Indicate the type of medical treatment received, whether it was emergency care or treatment at a clinic.
  • Witness Information: Include the names of any witnesses to the accident, as their accounts may be crucial for the claim.
  • Employer Information: Fill in details about the employer, including their business name, address, and tax identification number.
  • Signature Requirement: The injured worker or their beneficiary must sign the form, acknowledging the claim and the release of medical records.
  • Review for Accuracy: Double-check all entries for accuracy before submission. Errors can delay processing.
  • Submit Timely: Ensure the form is submitted promptly to avoid complications with the claim process.

By following these key points, you can help ensure that the ERD 991 form is filled out correctly, paving the way for a smoother claims process.