Reporting Forms

Are you a new employer or need help filling out our forms? Please view our how to fill out reports section.

Many employers choose to replicate our forms. We will accept these forms, but please follow these rules:

  • Use the information from the original settlement forms. The contract number, contract name and employer number are all very important pieces of information we require to process your report.
  • The account funds codes must match exactly what was on the form we sent you.
  • Validate formulas are correctly mapped for the rates to multiplier (gross wages, hours worked or hours paid).


We would prefer that custom forms mirror our forms. Below are the form templates in Excel and PDF formats.

How to save the excel files: Right-click over the excel icon and choose Save Target As. If you have problems downloading these form templates, please email mike@carpenterscombinedfunds.org

Settlement Form
Continuation Form

Another reason you must mirror our forms is our lockbox has strict instructions to accept certain documents. If your custom report does not mirror our forms, the lockbox will reject it and may take an extra couple days before it is processed.