Prototype- Morning Sun Financial Services Tax Information Questionnaire Form (All States)

Morning Sun Financial Services Tax Information Questionnaire Form

For questions, please contact Morning Sun Financial Services at 1-844-450-5444
Select role*

I am a new Employee submitting the form electronicallyI am an existing Employee submitting the form electronicallyI need to print a form
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Morning Sun Financial Services Tax Information Questionnaire Form

For questions, please contact Morning Sun Financial Services at 1-844-450-5444
Select a state*

LouisianaOhioSouth CarolinaTennesseeUtah
HIDE-State*

LouisianaOhioSouth CarolinaTennesseeUtah
Employee Legal Name*

Legal First NameLegal Middle NameLegal Last Name
Employee Email*
example@example.com
Employer Legal Name*

Legal First NameLegal Last Name
Participant Legal Name*

Legal First NameLegal Last Name
Employees providing domestic or household services and hired directly by the service recipient or representative in a program using a Fiscal/Employer agent may be exempt from paying certain federal and state taxes that are normally paid by employers and employees; based on the employee's student status, age, or family relationship with the employer. These exemptions are NOT optional and must be honored.
This form will assist Morning Sun Financial Services in ensuring the correct tax classification for your employees
Please check all that apply; I am:*

A. I am the spouse of the person receiving servicesB. I am the parent of the person receiving servicesC. I am the spouse employed by the Employer listed above (Please read and initial the acknowledgment listed below)D. I am a parent employed by the Employer listed above (Please read and initial the acknowledgment listed below)E. I am a child under age 21, employed by parent(s)/the Employer listed above (Please read and initial the acknowledgment listed below)F. I am a child under the age of 18 and a studentG. I am a non‐resident alien temporarily in the United States on an F‐1, J‐1, M‐1, or Q‐1 visa admitted to the US for the purpose of providing domestic servicesH. I am the Employer listed above (You are unable to be paid as an employee under the Payroll Model)I. I have no relationship to the employer (Check here if none of the options above apply to you)
HIDE- Please check all that apply; I am:*

A. I am the spouse of the person receiving servicesB. I am the parent of the person receiving servicesC. I am the spouse employed by the Employer listed above (Please read and initial the acknowledgment listed below)D. I am a parent employed by the Employer listed above (Please read and initial the acknowledgment listed below)E. I am a child under age 21, employed by parent(s)/the Employer listed above (Please read and initial the acknowledgment listed below)F. I am a child under the age of 18 and a studentG. I am a non‐resident alien temporarily in the United States on an F‐1, J‐1, M‐1, or Q‐1 visa admitted to the US for the purpose of providing domestic servicesH. I am the Employer listed above (You are unable to be paid as an employee under the Payroll Model)I. I have no relationship to the employer (Check here if none of the options above apply to you)
Today's Date

MonthDayYear
Date
Employee Date of Birth

MonthDayYear
Date
Employee Age (Read Only)
State Employee's relationship to the Participant*
State Employee's relationship to Employer*
Is the Employee the conservator or legal guardian of the person being served? (If yes please provide a copy of the supporting documents)*

YesNo
Are you the conservator or legal guardian of the person being served? (If yes please provide a copy of the supporting documents)*

YesNo
Please upload supporting documents. If you are unable to upload them at this time, please upload them at a later time to the Secure Upload at https://oriforms.jotform.com/231668315723963

Cancelof
Important Acknowledgment

Please read and initial the acknowledgment if you selected options C, D, or E
By initialing here, you acknowledge that per your tax classification under the FEA Payroll Model, your wages may not be subject to Social Security, Medicare, and unemployment tax.

1. This means that your wages that are paid through this employment agreement will not be used or counted by Social Security for the purposes of earning credits for future benefits. This can impact retirement, disability, and survivor benefit amounts. To learn more about Social Security Programs, go to www.ssa.gov or call 1-800-772-1213.

2. This also means that your wages paid through this employment agreement may not qualify for unemployment benefits.
HIDE-Employee Initials*
Employee Initials*
Signatures

I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
Employee Legal Name*

Legal First NameLegal Last Name
Employee Signature*

Clear
Date of Signature*

MonthDayYear
Date
Please verify that you are human*
Should be Empty:

Morning Sun Financial Services Tax Information Questionnaire Form

Morning Sun Financial Services Tax Information Questionnaire Form

Important Acknowledgment

Signatures