From the Hotline: Employee Adoption and Benefits Enrollment Requirements

Question: When an employee adopts a child, what documentation is required for benefit enrollment purposes or employee files?

Answer: Employers generally should not require anything beyond what is required by the carrier for enrollment purposes. When the carrier does not require any documentation to enroll the child in group health benefits, employers can simply collect the completed insurance enrollment form. However, in the event any such documentation is required, the adopting parent will have court documents and a birth certificate that he or she would have been provided upon adoption. As it pertains to managing personnel files/employee records, there is no requirement to retain any proof of an adoption.