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
South Carolina Program*

SCDHHSSCOIDD
Employee Legal Name*

Legal First NameLegal Middle NameLegal Last Name
Employee Email*
example@example.com
Employer (EIN holder) Legal Name*

Legal First NameLegal Last Name
Participant Legal Name*

Legal First NameLegal Last Name
Employees who provide domestic or household services and are hired directly by the service recipient—or their representative—under a program that uses a Fiscal/Employer Agent may be exempt from certain federal and state taxes typically paid by employers and employees. These exemptions depend on factors such as the employee’s student status, age, or family relationship to the employer (the holder of the Employer Identification Number, or EIN). These exemptions are mandatory and must be applied as required by law.

This form will assist Morning Sun Financial Services in ensuring the correct tax classification for your employees.
Please check all statements that apply regarding your relationship to your employer (EIN holder); I am:*

A. I am the legal parent of my employer (EIN holder).B. I am the stepparent of my employer (EIN holder) AND I perform the duties of a parent at least 50% of the time.C. I am the legal guardian but NOT the parent or stepparent of my employer (EIN holder).D. I am the spouse of employer (EIN holder).E. I am the child of employer (EIN holder) AND I am under the age of 21.F. I was under the age of 18 at any time during the current year.G. None of these apply. State relationship to employer (EIN holder):
HIDE - Please check all that apply regarding your relationship to your employer (EIN holder); I am:*

A. I am the legal parent of my employer (EIN holder).B. I am the stepparent of my employer (EIN holder) AND I perform the duties of a parent at least 50% of the time.C. I am the legal guardian but NOT the parent or stepparent of my employer (EIN holder).D. I am the spouse of employer (EIN holder).E. I am the child of employer (EIN holder) AND I am under the age of 21.F. I was under the age of 18 at any time during the current year.G. None of these apply.
You selected A. please check all that apply regarding your relationship to your employer (EIN holder); I am:

A.1. I am also the grandparent of the participant.A.2. I am not the grandparent of the participant
HIDE - You selected A. please check all that apply regarding your relationship to your employer (EIN holder); I am:

A.1. I am also the grandparent of the participant.A.2. I am not the grandparent of the participant
You selected A.1. please check ALL boxes that apply below:

A.1.a. My grandchild has a condition requiring at least 4 consecutive weeks of care per quarter.A.1.b. My child (EIN-holding employer) is divorced and not re-married OR is a widow or widower OR is living with a spouse whose physical condition prevents him/her from caring for my grandchild for at least 4 consecutive weeks per quarter.
HIDE - You selected A.1. please check ALL boxes that apply below:

A.1.a. My grandchild has a condition requiring at least 4 consecutive weeks of care per quarter.A.1.b. My child (EIN-holding employer) is divorced and not re-married OR is a widow or widower OR is living with a spouse whose physical condition prevents him/her from caring for my grandchild for at least 4 consecutive weeks per quarter.
State relationship to employer (EIN holder)*
ARCHIVE - Today's Date

MonthDayYear
Date
Employee Date of Birth

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

YesNo
ARCHIVE - 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
ARCHIVE - Important Acknowledgment

Please read and initial the acknowledgment if you selected options C, D, E, F
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*
ARCHIVE - 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/
By signing below, you acknowledge that—based on the relationship to your employer as indicated above—your wages may not be subject to Social Security, Medicare, or unemployment taxes. As a result, these wages may not count toward eligibility for retirement, disability, or survivor benefits under Social Security. You also acknowledge that these tax exemptions are mandatory and must be applied based on your relationship to the employer listed above. To learn more about Social Security programs, please visit www.ssa.gov or call 1-800-772-1213.
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

ARCHIVE - Important Acknowledgment

Signatures