Bulletin55 Pa.B. 8862

Workers' Compensation Security Fund 2003 Assessment Refund Notice 2025-13

Pennsylvania · PAID · effective December 27, 2025
First seen July 21, 2026 · last checked August 22, 2026

Version history

v1fetched Jul 21, 2026·effective Dec 27, 2025ade7f612b8e7

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NOTICES

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INSURANCE DEPARTMENT

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Workers' Compensation Security Fund 2003 Assessment Refund Notice 2025-13

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[55 Pa.B. 8862] [Saturday, December 27, 2025]

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Act 45 of 2025 requires the Insurance Department (Department) to issue a refund payment of the 2003 Workers' Compensation Security Fund (Fund) assessment, upon request, to eligible carriers that paid the assessment as required by the Workers' Compensation Security Fund Act (77 P.S. §§ 1051—1066).

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Calculation of the 2003 Fund Assessment Refund

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The amount of the refund to eligible carriers will be calculated using the amount of the 2003 Fund assessment paid by the carrier only, without interest. Carriers should consult with their tax advisors regarding any tax consequences of a refund payment.

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Process for Requesting a 2003 Fund Assessment Refund

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An eligible carrier that wishes to submit a request for refund of its 2003 Fund Assessment payment must submit a complete and accurate online application form by 5 p.m. on April 27, 2026. A separate refund application must be submitted for each carrier assessed in 2003.

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The Fund must issue the carrier's refund within 60 days of when the refund application is received. A carrier's refund application is received when all information required to verify eligibility for the refund payment is submitted and eligibility verified by the Fund. The following information is required for the Fund to issue a refund of the 2003 Fund Assessment to a carrier:

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• The 2003 NAIC No. of carrier assessed in 2003.

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• The 2003 company name of the assessed carrier.

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• The 2003 company FEIN of the assessed carrier.

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• Amount of the carrier's payment for its 2003 Fund assessment.

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• Current NAIC No. of the carrier assessed in 2003 or the current NAIC No. of its corporate successor.

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• Current company name of the carrier assessed in 2003 or the current company name of its corporate successor.

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• Current company FEIN of the carrier assessed in 2003 or its corporate successor.

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• Documentation, including but not limited to Department approvals of mergers and acquisitions, establishing that a corporate successor is, in fact, entitled to a refund of the funds paid by the carrier assessed in 2003.

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• Current company contact name and title.

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• Current company contact address.

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• Current company contact telephone number.

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• Current company contact email.

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• Current company ACH payment information, including the routing number, account number and bank country.

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2003 Fund Assessment Refund Online Application Form

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The 2003 Fund Assessment Refund online application form is available at https://www.pa.gov/agencies/insurance/departments-and-offices/workers-compensation-security-fund/2003-assessment-refund.

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Contact Information for Questions Regarding the 2003 Fund Assessment Refund

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Questions regarding the refund of the 2003 Fund assessment or the completion of the 2003 Fund Assessment Refund Application can be directed to Benjamin A. Lorah, Director, Bureau of Special Funds, Insurance Department, Bureau of Special Funds, Workers' Compensation Security Fund, 901 North 7th Street, Harrisburg, PA 17102, (717) 886-2082, [email protected].