Local Leaders | Important Documents for Benefit Funds

NYSUT Member Benefits makes available a number of sample documents to help educate and guide locals and their benefit funds. However, this is no substitution for actual legal counsel.

Your local or benefit fund should seek legal advice from a qualified attorney when considering any action based on this information.

Please note that neither the NYSUT Member Benefits Trust nor Member Benefits Corporation provide legal advice. Click here for assistance in retaining legal guidance.

****Note: You will need Microsoft Word to view and edit the following documents:

Agreement & Declaration of Trust

Code of Ethics Frameworks

Conflict of Interest Policy

Whistleblower Policy

Amendment to Benefits Booklet & Declaration of Trust

Business Associate Agreement

Certification to Group Health Plan

Certification to Insurance Carrier

HIPAA Privacy Forms - Various

Privacy Notice

Privacy Policies and Procedures

Security Policies and Procedures

NYSUT Member Benefits does not and cannot provide investment, financial, legal, or tax advice, and the information contained herein should not and cannot be construed as such. NYSUT Member Benefits strongly encourages its participants and benefit funds to seek guidance from their own investment, financial, legal, or tax advisors.

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