»Midyear Exemption Request
For particular coverage questions, or if you will be changing your PLF coverage status midyear, please call:
(503) 639-6911 or(Toll free within Oregon)
Please ask for:
Jeff Crawford or Emilee Preble
To Contact the
Accounting Department Call
Midyear Prorated Exemption RequestYou should file this request only if you previously purchased PLF coverage in the current plan year and are now claiming an exemption from coverage and refund of the prorated assessment.
You may be entitled to proration of your PLF assessment if you leave private practice in Oregon midyear and qualify for exemption from PLF coverage. PLF Policy 3.400 This means you may be entitled to a partial refund of any assessment already paid and will not be responsible for any future installment payments. To qualify, you must file the Midyear Prorated Exemption Request form with the PLF.
Click on the Midyear Exemption Request box on the right to submit the online form or download a paper copy here. For help with the process of leaving private practice, including notifying clients, transitioning files, and closing your office, please contact the PLF practice management advisors.
Assessments Paid in ErrorOn occasion, attorneys who should claim exemption from PLF coverage pay the annual assessment in error. This can include attorneys who engage only in exempt activities, who are not engaged in the private practice of law, or whose principal office is outside Oregon (pursuant to ORS 9.080(2)(c) and PLF Policy 3.180). Attorneys are expected to be familiar with the rules governing PLF coverage, and those who pay the assessment in error will not receive any coverage as a result. If you have paid a PLF assessment in error, you are entitled to receive a refund for the current plan year and the prior plan year assessments paid in error. You will not be refunded service charges (installment service charges) or late fees. No more than two plan years will be included in the refund calculation. Please contact the Accounting Department for Assistance.
Changes in Exemption StatusIf your status changes from one exemption category to another during the calendar year, you do not need to notify the PLF. If you change from exempt to non-exempt status at any time during the calendar year, please contact the PLF Accounting Department immediately for a prorated bill, or click "Begin Coverage" under the Assessments & Exemptions tab above.
Extended Reporting CoverageIf you have had PLF coverage and subsequently claim an exemption, you will automatically receive Extended Reporting Coverage (ERC), sometimes called “tail” coverage, at no charge. For more detailed information on ERC, refer to PLF Policy 3.620.