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WADDELL & REED EMPLOYEE ASSISTANCE PROGRAM Restated Effective January 1, 2015, This booklet was prepared by Waddell & Reed as Plan Sponsor. TABLE OF CONTENTS GENERAL INFORMATION .......................................................................................................................
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How to fill out waddell reed employee assistance

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How to fill out Waddell Reed Employee Assistance:

01
Gather necessary information: Start by collecting all the needed information such as your personal details, including name, address, contact information, and employee identification number.
02
Review the form: Carefully read through the Waddell Reed Employee Assistance form to understand the sections and requirements. Make sure you have a clear understanding of what information is being asked.
03
Provide personal information: Fill in your personal details accurately in the designated sections, such as your full name, date of birth, Social Security number, and contact information. It is important to ensure the accuracy of this information.
04
Specify the reason for assistance: Indicate the specific reasons why you are seeking Waddell Reed Employee Assistance. These reasons may vary, such as financial difficulties, mental health concerns, or other personal challenges that are impacting your well-being or work performance.
05
Attach supporting documentation (if required): Depending on the nature of your assistance request, you may need to provide supporting documentation. This could include medical records, financial statements, or any other relevant paperwork. Ensure that you have these documents ready and attach them as necessary.
06
Complete additional sections: Some Waddell Reed Employee Assistance forms may have additional sections that are specific to the program. Fill out these sections as requested, providing any additional information or details required.
07
Review and verify: Once you have filled out the form, take a moment to review all the information provided. Double-check for any errors or omissions. It is crucial to ensure accuracy as any mistakes could delay the processing of your request.
08
Submit the form: Once you are satisfied with the information provided, sign and date the form. Follow the instructions provided in terms of where and how to submit the completed form. Whether it is submitting online, mailing, or dropping it off in person, make sure to follow the correct procedure.
09
Keep a copy for your records: Before submitting the form, make a copy for your own records. This will serve as proof of the information you provided and can be helpful for reference in the future.

Who needs Waddell Reed Employee Assistance?

01
Employees facing financial difficulties: Waddell Reed Employee Assistance can provide support and guidance for employees who are experiencing financial challenges. This assistance can include budgeting advice, debt management, and resources for improving financial well-being.
02
Employees with mental health concerns: The Waddell Reed Employee Assistance program also caters to employees dealing with mental health issues. Whether it's stress, anxiety, depression, or other mental health concerns, the program offers counseling services and resources to address these challenges.
03
Employees experiencing personal challenges: Waddell Reed Employee Assistance is available to employees facing personal issues such as relationship problems, family concerns, addiction, or other personal challenges that may impact their work performance or overall well-being. The program offers confidential support and resources to help employees navigate these difficulties.
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Waddell Reed employee assistance is a program designed to provide support and resources to employees who may be dealing with personal or work-related issues.
All employees of Waddell Reed are required to file for employee assistance if they are in need of support or resources.
Employees can fill out the employee assistance form provided by Waddell Reed and submit it to the appropriate department.
The purpose of Waddell Reed employee assistance is to ensure the well-being and mental health of its employees by providing them with necessary support and resources.
Employees must report any personal or work-related issues they may be facing, as well as any support or resources they may need.
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