Morning Sun Financial Services of Louisiana OAAS Employee Enrollment Packet Logo
  • Morning Sun Financial Services of Louisiana OAAS Employee Enrollment Packet

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Morning Sun Financial Services of Louisiana OAAS Employee Enrollment Packet

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Louisiana Employee Packet Instructions

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • This page is read-only. The information shown is for your reference.

  • Each of these forms is returned to Morning Sun Financial Services of Louisiana Human Resources/Payroll Departments, unless otherwise indicated. Included in your New Employee packet is an Employee Orientation-Welcome letter.

    1. Application for Employment- You may have filled out an Application for Employment at the time you applied for your position. If you have already completed one there is no need to fill out a second application. Your Employer can provide Morning Sun with a copy of that application. Please complete all sections of the application to the best of your ability and sign and date the last page of the application. This form is required.

    2. New Employee/Employee Change Notification – This form provides Morning Sun with important employee information such as name, address, phone number, date of birth, and social security number as well as wage information. You must notify your Employer whenever there is a change in your contact information such as your address or phone number. This will ensure you receive any important notifications from Morning Sun. The Employer must complete and return this form to Morning Sun of Louisiana each time there is a change in an employee’s personal information, if their wage changes or if the employee is terminated. This form is required.

    To Complete the New Employee Notification:

    • The Employee should complete the section titled “Employee Information” with their name as it appears on their Social Security Card, address (this is where you want your payroll checks or other correspondence to be mailed to), phone number, social security number and birth date.
    • The Employer should check one of the boxes in the top section and then complete the section titled “Employer Information” and "Rate Information." Both the Employer and the Employee must sign and date the form.

    3. Employment Tax Information Questionnaire - A Household Worker is a person that is employed by an individual to do work in the individuals own home. Most Household Workers are required to have employment taxes withheld from their paychecks but there are some exceptions. The information collected within this form will allow Morning Sun to determine if you are exempt from certain employment taxes. This information is required.  

    4. Live and Work with the Person You Serve Tax Exemption – This form will help employees determine if they qualify for certain federal tax exemptions available to employees who live and share an address with the person they are providing services to.

    To Complete the Live and Work with the Person You Serve Form:

    • 1. The employee will write their name at the top of the form.
    • 2. Write the name of the person receiving services. 3
    • . Answer the 1st question, “Will you have the same address as the person you are serving?” by marking Yes or No.
    • 4. Answer the 2nd question, “If you are living with the person you are serving, is this your permanent address?” by marking Yes or No.
    • 5. Check the appropriate box on the bottom half of the form based on your answers to the top 2 questions.
      • a. If you selected No to one or more questions in part 1, you will check the box that says, “This tax exemption DOES NOT apply to me and would like federal and state taxes taken out of my paycheck, based on my W-4 selections.”
      • b. If you selected Yes to BOTH questions in part 1, you can choose to select either:
        • i. “This tax exemption DOES apply to me and I understand that I will have no federal wages to claim or taxes withheld.” Or
        • ii. “This tax exemption DOES apply to me, however I am choosing to take this exemption on my own personal tax return.”
      • c. Please be aware that IRS regulations require that if you qualify for this exemption, you must take the exemption.
    • 6. Employee must sign and date the bottom of the completed form.

    5. Direct Deposit/Pay Card Enrollment – The fastest and most efficient way for an employee to receive their pay is to enroll in either Direct Deposit into a bank account or a deposit to a Pay Card. Either one of these options will guarantee you will receive your pay on the expected pay date rather than waiting for a check to arrive by mail. Please complete this form to choose how you would like to receive your pay.

    To Complete the Direct Deposit/Pay Card Enrollment:

    • 1. Complete all information asked on the Direct Deposit/Pay Card Enrollment.
    • 2. If you are choosing to receive your pay card, fill in The rapid! PayCard issued by Mastercard card section. When Morning Sun receives your enrollment form, a pay card will be mailed out to you to the address you have provided in the Employee Authorization section along with activation instructions.
    • 3. If you are choosing to have your pay deposited into your own checking or savings account, fill in the section titled “Direct Deposit”.
      • a. You must attach a voided check or a letter from your bank that provides your bank routing number and your personal account number. Please write “VOID” across your check.
    • 4. Sign and date the form
    • 5. If you feel your best option is to receive a check in the mail, please check the box to receive a paper check.
    • 6. If you do not complete this form you will receive your pay by receiving a check in the mail.

    6. Form W-4 – This form will be used to instruct the payroll system how to tax your wages and withhold the appropriate taxes based on those earnings. If the W- 4 is sent to the Morning Sun incomplete Morning Sun will need to send the form back for completion of the missing information. If you are unsure of how to fill out this form to claim the appropriate withholding, please see the instructions included with the form or use the wage calculator on the irs.gov website https://www.irs.gov/individuals/irs-withholding-calculator. Morning Sun can only advise you on how to fill out the form. No advice can be given. Please contact your tax advisor for help. This form is required.

    7. LDR L-4 – this form is required by the State of Louisiana to determine the amount of state withholding taxes that need to be withheld from your wages. If the L-4 is sent to the Morning Sun incomplete Morning Sun will need to send the form back for completion of the missing information. If you are unsure of how to fill out this form to claim the appropriate withholding based on your earnings, please see instructions in Block A and Block B. Morning Sun can only advise you on how to fill out the form. No advice can be given as to the number of allowances you should claim. Please contact your tax advisor for help in determining the number of allowances to claim if you are unsure. This form is required. 

    To Complete the Form L-4:

    • 1. Print your full name
    • 2. Print Social Security number
    • 3. Fill in your home address and zip code. This should be your physical address not a PO Box.
    • 4. Select one in Box 3
    • 5. In Box 6 enter the number in Block A
    • 6. In Box 7 enter the number in Block B
    • 7. In Box 8 enter amount to increase or decrease.
    • 8. Sign and date the form L-4

    8. The IRS Notice 797 is provided to each new employee hired. This notice provides the worker with information about the Federal Earned Income Credit and how to identify if you qualify for this credit when you file your personal tax returns. You may keep this page.

    9. I-9/Employment Eligibility/E-Verify— all new employees are required to present proof of employment eligibility and complete an Immigration and Naturalization Service "Employment Eligibility Verification (Form I-9)" upon hire. Please fill out all of Section 1. You must show the proper forms of identification to your employer. This form is required.

    To Complete the Employment Eligibility Form I-9:

    • The Employee-Section 1.
      • 1. Print your last name, first name, and home address.
      • 2. Fill in the box requesting your date of birth
      • 3. Fill in the box requesting your social security number
      • 4. Fill in your email address and telephone number- these are optional.
      • 5. Place a check in the box that best states your personal status
      • 6. Sign and date where it says, “Signature of Employee”
    • The Employer-Section 2.
      • 1. The Employer will show the worker the Lists of Acceptable Documents on page 3 of the form I-9 and instruct the worker to provide either one document from:
        • List A (which verifies both identity and the right to work in the US), OR
        • One document from List B (verifies only identity) combined with a document from List C (verifies only the right to work in the US).
      • 2. The Employer may not ask for a specific document and must accept and document or combination of List B and List C documents on the list of acceptable documents. Employer cannot ask for more documentation than is required by law.
      • 3. When the worker has provided a List A, or List B and C document, on page 2 of the Form I-9 the Employer will write down the document information in the appropriate box for List A, List B and/or List C. They must include the document type, number, and expiration date (if there is one) for all documents received.
      • 4. A photocopy of each document will need to be made and sent to Morning Sun with the completed I-9.
      • 5. The date these documents were reviewed should be included in the section titled CERTIFICATION.
      • 6. This section must be completed within three business days of hire.
      • 7. The Employer should then sign, print their name, title (owner, employer), business address (usually the participants address) and date.
    • *You must submit a photocopy of your I-9 documents to Morning Sun Financial Services!
    • *Morning Sun will use the information provided on the Form I-9 to verify employment eligibility through E-Verify the US Department of Homeland Security.

    10. Employee Agreement Form – You as the Provider/Employee will read each of the agreements then sign and date page 2 to verify your acknowledgement and agreement to abide by the terms, conditions and responsibilities as stated above. I also agree to follow the policies and procedures of Self-Direction under the OCDD Community Choices Waiver program. This form is required

    11. Medicaid Fraud Form – This form must be completed by the employee and the employer to show they understand what Medicaid Fraud is and includes examples of Medicaid Fraud. Employees are required to review this form with their employer, hand write their initials in each box next to the examples of Medicaid Fraud then sign and date the bottom of the page indicating they understand the consequences of committing Medicaid Fraud. This form is required.

    12. Background Check Authorization – This form must be completed by each employee to show they understand and give permission to Morning Sun to complete the required background checks required by the program before they are hired to work. These checks include: Louisiana Bureau of Investigation, the Board of Nursing, and the Office of the Inspector General. Passing these background checks is a condition of employment. This form is required.

    13. Background Check Disclosure – This form must be completed by the employee and include all of the information requested including legal name of applicant, date of birth, place of birth, race, sex, weight, height, hair color, eye color and social security number. This form will be submitted to our vendor to complete a background check on behalf of your employer. Missing or incomplete information may delay a hire date being issued. All applicants must successfully pass a background check before they may be hired. 

  • Louisiana Employee Welcome Letter

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Welcome to Morning Sun Financial Services!


    We are the financial management service for your employer. That means we will be responsible for processing your timesheets and/or EVV records and handling your paychecks.


    As an employee to a participant/consumer receiving self-directed (or self-determined) services, you play a vital role in helping this individual achieve independence and live a fuller life. You will not only be providing a valuable service to this person, but also making a contribution to their family and to society as a whole.


    What are Self-Directed Services (SDS)?

    The individual you have been hired to work with or their representative has chosen services that are “Self-Directed”, or “Self-Determined”. Self-Directed Services puts the person with the disability in control of the care and assistance they need. The individual or their representative chooses who they want to work with them and provide their care, what type of care they want and need, and when they want to receive that care. Often the individual or their representative chooses family members, friends or other people that know them well. The individual or their representative hires and manages their own workers, they decide what type of support they want the workers to provide and when they want the support workers to work with them.


    Self-directed services have their origins in the concept of self-determination. Self-determination is a movement aimed at changing the service system for people who have disabilities.


    Self-determination means that each person who has a disability has the same rights as all other citizens to have a meaningful life that is:

    • Fully integrated into their communities
    • Rich in relationships
    • Individually crafted

    The Self-Determination Project showed that when participants are given control over the funds allocated for their support, they create the type of supports they need to live the life that they want instead of a life determined by others.


    What are the advantages of Self-Directed Services?

    • Individuals can plan their own services to lead the type of lives they choose.
    • Individuals choose where and when services are provided.
    • Individuals can hire, manage and direct their own support workers.
    • Individuals can hire support workers from people they already know
      including friends, neighbors, and local organizations.
    • Individuals can choose support workers familiar with their own language, culture, and traditions.
    • Individuals can make stronger connections with their communities.


    The Role of the Employee, the Employer and Morning Sun Financial Services

    • Employer
      • The employer is either the person you have been hired to work with (also referred to as “Participant”) or their responsible representative.
      • Many times, the responsible representative is a family member that helps the participant manage these services.
      • The employer is also the person that:
        • Hires you.
        • Decides how much you will be paid.
        • Decides what days and times you will work.
        • Trains you on how to care for the participant.
        • Decides what tasks you will be asked to do.
        • Supervises you.
    • Morning Sun Financial Services
    • We are the the Fiscal Employer Agent (FEA) or “Payroll Agent.” This means we are responsible for processing your employer’s EVV time records, paying their employees, paying payroll taxes and making sure all employment laws are followed.
    • Employee
      • Your role as an employee is working for a person who is choosing Self Directed Services may be a new experience for you as the Employee.
        If you have worked with people with disabilities in the past through an agency, you may find this job is a little different. An agency will hire, train, schedule, and assign you to an individual. But in Self-Directed Services, the individual with disabilities or their responsible representative has chosen you to work with them.
      • The person who hired you will train you on your duties according to the participant’s needs and wishes.
      • You may also have been chosen as an Employee because you know the individual receiving services’ family. Perhaps you are a family member, neighbor, friend, or other acquaintance.
      • One of the benefits of Self-Directed Services is that it allows the Participant to hire people they know and are comfortable with. Family members and other people the Participant knows must meet the same qualifications and follow the same rules as all employees.

    New Employee Packet

    The first step to become an employee is to complete a New Employee Packet. Your Employer will give this to you and help you to fill it out if you have questions. There will be instructions on how to complete the forms as you go. Your Employer will also have parts of the packet to complete. Your Employer will check the packet to make sure it has been filled out correctly. Your Employer will then return the packet to Morning Sun. Forms that are missing information may cause a delay in the approval for you to begin working. You may not work until Morning Sun has given this approval to your Employer.

    Payroll Policies and Procedures

    • Starting Wage
      • Your wage is decided by your Employer (within established guidelines of the program).
    • Pay Periods
      • Pay periods are bi-weekly, with payment issued 10 business days after the due date of your timesheet or EVV time record. We have included a payroll schedule as part of this packet. Each workweek begins on Sunday at midnight and ends on the following Saturday at 11:59pm.
    • Timekeeping
      • Employees must record their hours worked for each shift by utilizing a timesheet. The Employer is responsible for approving all shifts the employee works.
      • Electronic Visit Verification (EVV): The employee must record their hours worked for each shift using an EVV app on a cell phone or tablet. Each login the employee makes will capture the employee’s name, the participant they are serving, start times and end times, the date and the type of service being provided. The Employer is responsible for approving all shifts the employee works. EVV instructions will be sent to you once a hire date has been issued and you are given permission from Morning Sun to begin working.
    • Issues That May Delay Payroll:
      • Timesheets or EVV transactions that are not completed properly or accurately.
      • Timesheets or EVV transactions that are missing approval from either you or
      • your employer.
      • Timesheets or EVV transactions that are received after the due date.
      • Timesheets or EVV transactions that include unauthorized hours on the time record.
      • A Good to Go date had not been issued by the Morning Sun Human Resources Department before you began working.
      • Insufficient funding left on the Participant’s waiver allocation.
    • Employee Paychecks
      • You have a few choices in how you would like to receive your pay.
      • If you choose an electronic deposit, your options are to have your payroll deposited directly into your personal bank account or on The rapid! PayCard issued by Mastercard.
      • If you provide Morning Sun with your email address your earnings statement will be emailed to your personal email account. If you do not provide an email address, your earning statement will be mailed to you via the US mail.
      • You also have the choice of having your paycheck mailed to you. We encourage Employees to use direct deposit or the cash card option to avoid delays caused by the United States Postal Service. We are unable to guarantee when your paycheck will be delivered to you.
    • Corrections Involving Payroll
      • If you feel that there has been a mistake with a payment made to you, please tell your Employer immediately. Your Employer should immediately tell our Payroll Specialist. You may also choose to contact the Morning Sun Payroll Specialist yourself. Morning Sun will work with the Employer or Employee to immediately fix the problem.
      • If Morning Sun makes a mistake in the payment to you, we will correct that error and send a new payment within one business day.
    • Customer Service
      • Our Payroll Specialists and HR Specialists are available between the hours of 8am to 4pm CST, Monday through Friday to assist with questions you may have.
      • For questions on paychecks, taxes, payroll information, timesheets, or EVV time records: Please contact the Payroll department
      • For assistance completing a new employee packet or for questions on background checks, personal information updates, employment verifications: Please contact the Human Resources department
    • Complaints and Grievances
      • If Employees have a complaint or problem, the first step is to let your Employer know so they can work to fix the issue with you.
      • If you are not satisfied with their response, please let the Morning Sun Program Administrator know right away.
        • Program Administrator, Laci Polotzola, 337-282-5155, lpolotzola@morningsunfs.com 
      • If you are not satisfied with the Program Administrator’s response, you may also contact any of the following individuals:
        • Chief Operating Officer, Cheryl Vennerstrom at 612-239-3768, cherylv@orionassoc.net  
        • Chief Financial Officer, Stephanie DeForest at 763-450-3780, sdeforrest@orionassoc.net  
        • Executive Director of Payroll Operations, Justin Dukowitz at 763-450-3781, jdukowitz@orionassoc.net  
  • Louisiana Employee Roles and Information

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Fiscal Employer Agent

    The Fiscal Employer Agent (FEA) or Payroll Agent is responsible for processing time records, paying employees, paying payroll taxes, and maintaining employment law compliance.
  • Program Information

  • Participant

    This is the person that receives services. Other terms include, Consumer, Client, or Person Served
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  • Employee

    This is the person that is responsible for providing services to the Participant
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  • Employer

    This is the person that is responsible for supervising the Employee. In some cases, the Employer can be the Participant or their Authorized Representative.
  • Support Coordinator

    This is a person at the Louisiana Department of Health that provides information and assistance to waiver individuals in directing and managing their services under the self-direction option
  • Louisiana Employee Employment Application

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Educational History

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  • Special Skills (Direct Service Staff)

  • Employment History

    Begin with the most recent employer, listing at least 5 years of work history (including applicable volunteer experience)
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  • References

    Please list two employment/professional references and one personal character. One of the references must have known you for five or more years
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  • 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/
  • The statements I have made in this application are true and correct and I understand that if employed, any false statement on this application may result in my dismissal. I further understand that this application is not and is not intended to be a contract of employment, nor does this application obligate the employer in any way if the employer decides to employ me. I understand that my employment is contingent on furnishing sufficient documentation to verify my ability to work in the US.

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  • Louisiana Employee Change Notice

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • This form provides Morning Sun with important employee information such as name, address, phone number, date of birth, and social security number as well as wage information. You must notify your Employer whenever there is a change in your contact information such as your address or phone number. This will ensure you receive any important notifications from Morning Sun. The Employer must complete this form and return to Morning Sun each time there is a change in an employee’s personal information, if their wage changes or if the employee is terminated.

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  • Service Codes

    OAAS OCDD-CCW OCDD-NOW OCDD-ROW
    PAS FSS IFN CLS
    PA2 FS2 IFD CL2
    PA3   S2D CL3
        S2N  
        S3D  
        S3N  
  • 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/
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  • Louisiana Employee Medicaid Fraud Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Medicaid fraud occurs when a Medicaid provider knowingly makes, or causes to be
    made, a false or misleading statement or representation for use in obtaining
    reimbursement from the medical assistance program. This would include, but is not
    limited to, billing for services not provided, charging Medicaid more than the
    reasonable value of the services and providing services that were medically unnecessary, in order to obtain an improper payment. Medicaid fraud can be a misdemeanor or a felony. If you violate this statute and perform Medicaid fraud you will be prosecuted to the fullest extent of the law. Additionally, if you are convicted of Medicaid fraud, after you complete restitution, which will include penalties which may include a prison sentence and or fine(s), you will be excluded from any employment with a program or facility receiving Medicaid funding. Examples of Medicaid fraud are below. 

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  • All suspected cases of Medicaid fraud will be referred to the applicable enforcement office for further investigation and prosecution.

  • 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/
  • I acknowledge that I have read and understand this document.

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  • Louisiana Employee Background Check Authorization

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Morning Sun Financial Services is required to conduct several background checks to ensure an employee is suitably qualified to provide services to Participants. We will be checking your background through Background Research Solutions, CNA/DSW Registry and Louisiana State Adverse Actions List Search, and the Office of the Inspector General. It is a condition of your employment to successfully pass the background checks assigned. The results of this check may be shared with your prospective employer upon request. You may request a copy of your background check at any time.

    By signing below, I understand that Morning Sun Financial Services will conduct an investigation into my background. I authorize Morning Sun Financial Services to perform an investigation through Background Research Solutions, CNA/DSW Registry and Louisiana State Adverse Actions List Search, and and the Office of the Inspector General.

    As a condition of employment with the self-directed program with the State of Louisiana, I have been informed Louisiana State Law, Title 40 R.S. 1300.51, requires a State Police records check be performed prior to my employment. I hereby authorize Background Research Solutions to perform this check as an authorized agent under Title 40 R.S. 1300.51. I hereby hold harmless Background Research Solutions, Morning Sun Financial Services of Louisiana, OAAS and OCDD from any cause of action that may arise from inaccurate information contained in State Police records. I also understand any adverse information contained within the files of State Police and released to the authorized agency will be provided to me upon written request within ten (10) business days of receiving notice that a record exists.

    By signing this form, the applicant authorizes Morning Sun Financial Services, OAAS and OCDD to release information to the self-directed program with the State of Louisiana and my prospective employer as it pertains to my potential employment. Also, by signing this form, the applicant acknowledges it is unlawful to provide false or misleading information concerning criminal history or security check to an employer.

  • 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/
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  • Louisiana Employee Applicant Verification Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
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  • Employment Qualifications:

    • The applicant is at least 18 years old.
    • The applicant has a high school diploma, GED, trade school diploma or has verifiablework experience that includes providing support to people with disabilities.
    • The applicant is not the employer/participant or the employer
    • The Participant's spouse can be hired as the PAS DSW, if the spouse (also known as the Legally Responsible Individual (LRI) meets the DSW requirements and extraordinary case criteria. Approval notification to be sent by support coordinator to FEA.

    The fiscal agent will verify that the applicant is not barred from employment based on the results of the criminal background check. The participant/employer may NOT allow any potential employee to begin working for him/her until the fiscal agent clears the potential employee for hire. It will take approximately four (4) business days for the fiscal agent to clear an applicant to begin working once completed and the required paperwork is received and is accurate.

  • 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, I attest that the applicant meets the listed qualifications above.

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  • Louisiana Self-Direction Option for Community Choices Waiver Employee Agreement

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • 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/
  • My signature on this document verifies my acknowledgement and agreement to follow the policies and procedures of the Self-Direction option and policies and procedures of the program under which services are provided.

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  • Louisiana Employee Withholding Exemption Certificate (L-4)

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Block A- Personal Exemptions

    • Enter “0” to claim neither yourself nor your spouse, and check “No exemptions or dependents claimed”.You may enter “0” if you are married, and have a working spouse or more than one job to avoid having too little tax withheld.
    • Enter “1” to claim yourself, and check “Single” if you did not claim this exemption in connection with other employment, or if your spouse has not claimed your exemption. Enter “1” to claim one personal exemption if you will file as head of household, and check “Single”.
    • Enter “2” to claim yourself and your spouse, and check “Married”.
  • Employee Information & Elections

  • 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/
  • I declare under the penalties imposed for filing false reports that the number of exemptions and dependency credits claimed on this certificate do not exceed the number to which I am entitled.

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  • Louisiana State Police Inquiry Authorization and Release

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • In connection and for the duration (including contract for services) with Morning Sun Financial Services of Louisiana, I understand that I am selecting to provide requested personal information to process a background and security check as a condition for potential employment. Background Research Solutions, LLC "BRS", an authorized agency, will obtain an investigative report maintained in the files of the Louisiana Bureau of Criminal Identification and Information within the Department of Public Safety and Corrections pursuant to LA R.S. 40:1203.2. Reported information will be in compliance with subsection D(1) which states “The office or authorized agency shall provide to the employer only such information as is necessary to specify whether or not that person has been arrested for or convicted of or pled nolo contendere to any crime or crimes, the crime or crimes for which he has been arrested or convicted or to which he has pled nolo contendere, and the date or dates on which the crime or crimes occurred”. Follow up investigations may be made into Louisiana parish or local court records and/or court records of another state. Further, I understand that you may request information from various federal, state and other agencies which maintain records concerning my past activities relating to my driving, credit, criminal, civil, medical exclusion and other experiences as well as claims involving me in the files of insurance companies.

    I hereby authorize and understand such investigation and further give permission to authorized law enforcement agencies and /or courts to release all criminal record information maintained in their files which may confirm or deny my employment eligibility. "BRS" is only disseminating information requested and is not rendering or offering opinion on employment and/or permit eligibility.

    Your authorization releases Background Research Solutions, LLC, an authorized agency, any law enforcement agency and/or court contracted by the authorized agency from all damages, of whatever type or nature, including court costs and reasonable attorney fees suffered by any person, including the undersigned, while investigating my criminal history.

    It is my understanding that the results of the investigation will remain confidential and that if any criminal history is found to exist, then I will be provided an opportunity to refute, correct, and/or otherwise clarify such information by conducting a right to review with Louisiana Bureau of Criminal Identification and Information within the Department of Public Safety and Corrections, Office of the State Police.

    I agree that any copy of this document is as valid as the original.

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  • 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/
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  • Louisiana Employee Payroll Schedule

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • January 2025 through December 2025

  • Pay Period Start Date Pay Period End Date

    Time Entry Due to Payroll(Before 12:00 noon)

    Direct Deposit or Check Date

    Off-Cycle Check Date
    12/15/2024 12/28/2024 12/30/2024 01/10/2025 01/15/2025
    12/29/2024 01/11/2025 01/13/2025 01/24/2025 01/29/2025
    01/12/2025 01/25/2025 01/27/2025 02/07/2025 02/12/2025
    01/26/2025 02/08/2025 02/10/2025 02/21/2025 02/26/2025
    02/09/2025 02/22/2025 02/24/2025 03/07/2025 03/12/2025
    02/23/2025 03/08/2025 03/10/2025 03/21/2025 03/26/2025
    03/09/2025 03/22/2025 03/24/2025 04/04/2025 04/09/2025
    03/23/2025 04/05/2025 04/07/2025 04/18/2025 04/23/2025
    04/06/2025 04/19/2025 04/21/2025 05/02/2025 05/07/2025
    04/20/2025 05/03/2025 05/05/2025 05/16/2025 05/21/2025
    05/04/2025 05/17/2025 05/19/2025 05/30/2025 06/04/2025
    05/18/2025 05/31/2025 06/02/2025 06/13/2025 06/18/2025
    06/01/2025 06/14/2025 06/16/2025 06/27/2025 07/02/2025
    06/15/2025 06/28/2025 06/30/2025 07/11/2025 07/16/2025
    06/29/2025 07/12/2025 07/14/2025 07/25/2025 07/30/2025
    07/13/2025 07/26/2025 07/28/2025 08/08/2025 08/13/2025
    07/27/2025 08/09/2025 08/11/2025 08/22/2025 08/24/2025
    08/10/2025 08/23/2025 08/25/2025 09/05/2025 09/10/2025
    08/24/2025 09/06/2025 09/08/2025 09/19/2025 09/24/2025
    09/07/2025 09/20/2025 09/22/2025 10/03/2025 10/08/2025
    09/21/2025 10/04/2025 10/06/2025 10/17/2025 10/22/2025
    10/05/2025 10/18/2025 10/20/2025 10/31/2025 11/05/2025
    10/19/2025 11/01/2025 11/03/2025 11/14/2025 11/19/2025
    11/02/2025 11/15/2025 11/17/2025 11/28/2025 12/03/2025
    11/16/2025 11/29/2025 12/01/2025 12/12/2025 12/17/2025
    11/30/2025 12/13/2025 12/15/2025 12/26/2025 12/31/2025
    12/14/2025 12/27/2025 12/29/2025 01/09/2026 01/14/2026
    12/28/2025 01/10/2026 01/12/2026 01/23/2026 01/28/2026

     

  • Important Notes

    • The timesheet due date is the last date your time entry will be accepted for on-time payment
    • You must approve your time entries on or before the due date, even if the due date is a holiday
    • Hours worked on holidays through self-directed services paid through Morning Sun Financial Services are not eligible for additional pay or time off
  • Payroll Contact Information

    • Phone: 1-844-450-5444
    • Fax: 1-844-992-0488
    • Email: MS-LApayroll@morningsunfs.com 
    • Mailing: Morning Sun Financial Services of Louisiana, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427
  • Morning Sun Financial Services Tax Information Questionnaire Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • 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

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  • 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.

  • Clear
  • 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/
  • Clear
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  • Morning Sun Financial Services Live & Work with the Person you serve 2014-7 Tax Exemption Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Employee Information

  • Enroll

  • If you answered yes to questions 1 & 2, you are eligible for a special tax exemption. Employees who live and work with the person they are serving can claim a "Difficulty of Care" tax exemption. This means income earned will not be reported as wages or have federal taxes withheld. Alabama state wages do not qualify for this exemption and are reported as income.

  • *Note - it is your responsibility to inform Morning Sun if your living conditions change and you no longer qualify for this tax exemption. Morning Sun is not responsible for tax liability you owe in connection with this exemption. Please seek the advice of a tax advisor if you are unsure of the impact to your personal situation. Morning Sun is not responsible for impacts to your personal tax situation. For more information, please visit www.irs.gov and search "2014-7 Exemption."

    I will provide only the services that have been approved by my Client/Employer and authorized in the Employers Service plan. 

  • 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/
  • Clear
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  • Morning Sun Financial Services USCIS Form I-9 Employment Eligibility Verification

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • EMPLOYER: Please verify Section 1 for accuracy. Please note, you are not able to edit the fields. 

  • Section 1. Employee Information and Attestation:

    Employees must complete and sign Section 1 of Form I-9 no later than the firstday of employment, but not before accepting a job offer.
  • ANTI-DISCRIMINATION NOTICE: All employees can choose which acceptable documentation to present for Form I-9. Employers cannot ask employees for documentation to verify information in Section 1, or specify which acceptable documentation employees must present for Section 2 or Supplement B, Reverification and Rehire. Treating employees differently based on their citizenship, immigration status, or national origin may be illegal.

  • Employer Information

  • Please enter the email address of the Employer or Authorized Representative who will be completing Section 2 of this form. Upon submission, the form will be routed to the Employer email entered for the Employer to complete. 

    If you are unsure of which email to enter, please click "Save & Finish Later" at the bottom of the form. Then, gather the correct info and then resume the form. 

    IMPORTANT NOTE: The Employee will need to provide their acceptable document(s) to the Employer or Authorized Representative for verfication.

    The Employee and Employer are responsible for coordinating the review of the acceptable document(s). 

    Once the acceptable document(s) have been reviewed, the Employer will be responsible for uploading a copy of the acceptable document(s) when they sign the form. 

  • Employee Information

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  • I am aware that federal law provides for imprisonment and/or fines for false statements, or in the use of false documents, in connection with the completion of this form. I attest, under penalty of perjury, that this information, including my selection of the box attesting to my citizenship or immigration status, is true and correct. 

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  • 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/
  • Clear
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  • Preparer or Translator

    Fields below must be completed and signed when a preparer or translator assist an employee in completing Section 1
  • I attest, under penalty of perjury, that I have assisted in the completion of Section 1 of this form and that to the best of my knowledge the information is true and correct.

  • Clear
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  • Morning Sun Financial Services USCIS Form I-9 Employment Eligibility Verification

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Section 2. Employer Review and Verification:

    Employers or their authorized representative must complete and sign Section 2 within threebusiness days after the employee's first day of employment, and must physically examine, or examine consistent with an alternative procedureauthorized by the Secretary of DHS, documentation from List A OR a combination of documentation from List B and List C. Enter any additionaldocumentation in the Additional Information box; see Instructions.
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  • Enter information from the documentation the employee presents. You, the employer or authorized representative, must either physically examine, or examine consistent with an alternative procedure authorized by the Secretary of DHS, the original, acceptable, and unexpired documentation the employee presents from the Lists of Acceptable Documents to complete the applicable document fields in Section 2. *

  • List A

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  • List B

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  • List C

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  • Certification: I attest, under penalty of perjury, that (1) I have examined the documentation presented by the above-named employee, (2) the above-listed documentation appears to be genuine and to relate to the employee named, and (3) to the best of my knowledge, the employee is authorized to work in the United States.

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  • 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/
  • Clear
  • Form W-4 Employee's Withholding Certificate

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Step 1: Enter Personal Information

  • Does your name match the name on your social security card? If not, to ensure you get credit for your earnings, contact SSA at 800-772-1213 or go to www.ssa.gov.

  • Complete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See instructions for more information on each step, who can claim exemption from withholding, when to use the estimator at www.irs.gov/W4App, and privacy.

  • Step 2: Multiple Jobs or Spouse Works

  • Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse also works. The correct amount of withholding depends on income earned from all of these jobs.

    Do only one of the following.

    (a)  Reserved for future use.

    (b)  Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below or

    (c) If there are only two jobs total, you may check this box. Do the same on Form W-4 for the other job. This option is generally more accurate than (b) if pay at the lower paying job is more than half of the pay at the higher paying job. Otherwise, (b) is more accurate

  • TIP: To be accurate, submit a 2022 Form W-4 for all other jobs. If you (or your spouse) have self-employment income, including as an independent contractor, use the estimator.

  • Complete Steps 3–4(b) on Form W-4 for only ONE of these jobs. Leave those steps blank for the other jobs. (Your withholding will be most accurate if you complete Steps 3–4(b) on the Form W-4 for the highest paying job

  • Step 3: Claim Dependents and Other Credits

  • If your total income will be $200,000 or less ($400,000 or less if married filing jointly):

  • Step 4 (Optional): Other Adjustments

  • 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/
  • Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

  • Clear
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  • Direct Deposit/Pay Card Enrollment Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Form Processing:

    Your change will not be processed until a Payroll representative is able to reach you via telephone to confirm the changes. Once confirmed, the changes will take up to 14 days to take effect.

    RapidPay Card:

    If you enroll in a RapidPay card, it will be mailed to the address on file. Within the envelope will be the card and instructions on how to activate it. 

    Direct Depost:

    Supporting documetation is required for direct deposit authorization. The accepted documents are:

    1) A document that contains the financial insitution's name, account number, routing number, and employee's name

    • This can be a letter or form provided by the financial institution, or printed from the financial institution's website
    • Handwritten forms are not accepted

    OR

    2) Voided physical check

    • Ensure that the routing number number and account number are not written over 
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  • We offer employees the option of having earnings statements emailed to your email account. You will not receive an earnings statement in the mail if you choose to have it emailed. It is your responsibility to inform payroll of any email address changes. 

  • Direct Deposit

  • Deposit Account 1

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  • Deposit Account 2

    If you are adding two direct deposit accounts, please ensure the totals in the percentage or dollar amount fields amount to 100 percent of your pay
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  • RapidPay Card

  • The rapid! PayCard® Mastercard is issued by MetaBank®, Member FDIC, pursuant to license by Mastercard International Incorporated. Prepaid card can be used wherever Debit Mastercard is accepted. Mastercard is a registered trademark of Mastercard International Incorporated. Important Information for opening a Card account: To help the federal government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires all financial institutions and their third parties to obtain, verify, and record information that identifies each person who opens a Card account. What this means for you: When you open a Card account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

  • If you enroll in a RapidPay card, it will be mailed to the address on file. Within the envelope will be the card and instructions on how to activate it.

  • 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/
  • I authorize the company to withhold the indicated amount(s), if available, from my pay, and deposit directly into the account(s) shown and/or I hereby authorize the company to assign a rapid! PayCard and initiate credit entries and any correcting entries to my assigned rapid! PayCard account. The direct deposit(s) will be made on each payday, unless I notify the company in writing of my intent to cancel. Upon the company’s receipt of a request to cancel a direct deposit authorization, it shall become effective after a reasonable opportunity to act upon it. In the event funds are deposited erroneously into my account, I authorize the company to debit my account(s) not to exceed the original amount of the credit. I understand that the company reserves the right to refuse any direct deposit request. I also understand that all direct deposits are made through the Automated Clearing House (ACH), and that funds availability is subject to the terms and limitations of the ACH as well as my financial institution.

  • Clear
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  • Generate a Prefilled Packet

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Once you click submit, a copy of the prefilled packet will be sent to the email entered below. Once you receive the email, print and complete the packet and then upload to the Morning Sun Financial Services Secure Upload at https://oriforms.jotform.com/231668315723963. 

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  • Employer Review & Sign

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Once you click submit, a copy of the completed packet will be sent to the Employee, Employer, and Morning Sun Financial Services. 

    Morning Sun Financial Services will reach out if anything further is needed from the Employee and/or Employer. 

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