How can I coordinate benefits between a workers’ compensation insurer and a personal injury settlement in VT?

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.

Detailed Answer

In Vermont, a workers’ compensation insurer has a statutory right to recover benefits paid when an injured worker collects damages from a third-party personal injury claim. To prevent double recovery, the insurer enforces a lien or exercises subrogation against your settlement.

Statutory Basis for Coordination

Under 21 V.S.A. § 641, your employer (and its insurer) holds a lien on third-party recoveries to match benefits already paid. Vermont law also allows insurers to seek reimbursement directly from gross recoveries. See 21 V.S.A. § 645 on third-party actions.

Steps to Coordinate Benefits

  1. Notify the Insurer Early: Inform your workers’ comp insurer as soon as you file a third-party claim. Prompt notice preserves lien rights and avoids delays.
  2. Request a Lien Statement: Ask the insurer for a detailed statement of its lien, including all benefits paid and related expenses.
  3. Structure the Settlement: Allocate your settlement to medical expenses, lost wages, pain and suffering, and future costs. Clear allocation can limit the insurer’s subrogatable share.
  4. Negotiate the Lien Amount: Pursue a reasonable reduction. Vermont courts may cap subrogation to prevent unfair double recovery.
  5. Draft a Joint Release: Include language that protects both parties. A precise release finalizes allocation and satisfies the lien.
  6. Obtain a Lien Waiver or Credit: After settlement, secure a waiver or credit letter confirming the insurer has no further claim on your proceeds.

Sample Allocation in a Hypothetical Case

Suppose you settle for $100,000. You allocate $40,000 to medical costs, $30,000 to lost wages, $20,000 to pain and suffering, and $10,000 to future treatment. The insurer’s lien applies only to the medical and wage-loss portions. You negotiate the lien down to $35,000 and net $65,000.

Disclaimer: This article provides general information under Vermont law. It does not constitute legal advice. Consult a qualified attorney for advice tailored to your situation.

Helpful Hints

  • Keep all communications with the insurer in writing.
  • Review your workers’ comp policy’s subrogation provisions early.
  • Involve your personal injury attorney in lien negotiations.
  • Document your settlement allocation in writing.
  • Retain any credit or waiver letters from the insurer.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.