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Exemption eligibility screener

The rule finder answers “what is the rule for this state and owner type.” This screener answers a different question first: given your facts, which owner-exemption path should you research, and what is the trap to avoid? It routes you to the matching state guide and official form. It never asks for a name, a business, payroll, or a quote.

  1. 1

    Where will the business or worker perform the work you are checking?

    Workers’ compensation owner rules are state-specific; the selected state is used to route the result to the matching state guide.

  2. 2

    How is the business organized?

  3. 3

    Does the business have anyone working other than owners?

    Include part-time, family, temporary, and potentially misclassified workers; the state test controls whether a contractor is actually an employee.

  4. 4

    Is the work construction, building trades, contracting, roofing, or a similar field?

    Construction and licensed trades often have lower coverage thresholds or tighter owner-exemption rules.

  5. 5

    Are you an owner who also holds the officer/member/manager role required by the business records?

    Some states require a specific officer or elected/appointed manager role; ownership by itself may not be enough.

  6. 6

    Do you have a documented ownership stake in the business?

    Some exemption paths require a minimum ownership percentage; the percentage varies by state and entity type.

  7. 7

    Is the document being requested for a government license, permit, or contract?

    This matters for state-specific certificates such as New York CE-200; private customers can ask for different proof.

  8. 8

    Do you want workers’ compensation coverage to remain on you personally?

    An owner exemption removes or rejects personal workers’ compensation benefits; some otherwise excluded owners can elect coverage instead.

Answer all eight to see which owner-exemption path to research first.

How the screener decides

Your answers are matched against a short, ordered list of rules, first match wins. A result of “a common owner-only path may fit” means the facts line up with a frequently used route, not that your state has approved anything. Anything involving employees, construction, or a government proof request is sent to a more cautious result on purpose.

What it deliberately does not do

  • It does not tell you whether an exemption is a good idea. An exempt owner has no workers' compensation benefit for their own injury.
  • It does not estimate premium savings, file anything, or connect you to an agent.
  • It is not a 51-state law engine. The state guide is the next layer, and the state agency is the authority.