Urgent! Workers’ Compensation Annual Payroll Report due January 31, 2026
– All Units Must Complete!
The Workers’ Compensation Annual Payroll Report for the policy year ending January 4, 2026, is now available to complete! This form and any related surcharge that might be due must be submitted to Association Insurance Management (AIM), California State PTA’s Insurance Broker, no later than January 31, 2026.
The Workers’ Compensation Annual Payroll Report is a form that every PTA in the state is required to submit directly to AIM for insurance purposes. It indicates if your PTA paid any individuals (including employees and independent contractors) for services and the amounts you paid, if any. The form must be submitted yearly, even if your PTA did not pay anyone.
The form is available in English and Spanish and may be completed and submitted online. Alternatively, a paper version may be printed and mailed to AIM. If you print and mail the form, please mail it to AIM at the address listed on the form, NOT your council or district. To access the form, simply click on the method you would like to use to complete and submit it:
- Complete and submit the form online. This is the recommended method.
Whom do we include in this report?
Only individuals paid directly by the PTA for services need to be reported. This includes PTA employees, individuals you issue 1099s to, and ANY other individual who was paid for services directly by the PTA. Do not include payments to companies with multiple employees, individuals paid by the school district using PTA funds, volunteers you are reimbursing for expenses, or students awarded scholarships.
Where can I find instructions on completing and submitting the form?
To access one of the resources listed below, simply click on the resource’s name. You may want to review these instructions before completing the form.
- Grab N’ Go Instructional Video for Completing and Submitting the Online Form
- NOTE: This video was produced last year and refers to the 2023-2024 insurance year. You are reporting payees for the insurance period from January 5, 2025, through January 4,2026.
- Detailed information regarding the Workers’ Compensation Annual Payroll Report from the 2025 Financial Mailer
- Complete the 2025-2026 Workers’ Compensation Annual Payroll Report 3 Easy Steps (English | Spanish)
- Annotated Workers’ Compensation Annual Payroll Report Form (English | Spanish)
- Workers’ Compensation Annual Payroll Report (English | Spanish)
Whom should I contact for questions?
If you have any questions about this process, the form, or Workers’ Compensation coverage, please contact AIM for assistance by emailing capta@aim-companies.com or calling (800)876-4044 or (214) 360-0801. AIM has Spanish-speaking representatives and is available 24/7.
Alternatively, contact your council or district treasurer, treasurer@ninthdistrictpta.org.
— Deborah Childers (Ninth District PTA Treasurer) treasurer@ninthdistrictpta.org