[NEW] Morning Sun Financial Services of Utah- Waitlist Care Respite Employer Enrollment Packet Logo
  • Morning Sun Financial Services of Utah- Waitlist Care Respite Employer Enrollment Packet

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Morning Sun Financial Services of Utah- Waitlist Care Respite Employer Enrollment Packet

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

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

    Morning Sun Financial Services is an experienced provider of fiscal agent services. We have operated as a fiscal agent since 1998 with a reputation for excellent customer service in Minnesota. Morning Sun Financial Services began offering financial management services to other states in 2006. Whether you are transferring from another financial management service or starting these services for the first time, we are eager to work with you. Morning Sun Financial Services strives to provide a helpful, efficient and responsive service so that your financial needs as an employer are met. 


    We will process timecards and pay your employees in a timely and efficient manner. We will make sure that all payroll taxes are paid and that your status as an employer is in good standing with the IRS. We will work with you and the Office of Aging and Adult Services to provide you with the tools to manage your services. We will act as your billing agent to ensure that service expenditures are accounted for and accurately reflected in compliance with state program guidelines.


    We have enclosed all of the forms and instructions you need to get started as an employer or to transfer your financial management services to us. Please take a few minutes to thoroughly read the forms and instructions. Also, please make sure you have filled in all sections of the paperwork so that processing of your paperwork is not delayed.

    We are pleased to offer our services to you. We strive to be helpful and courteous at all times. We will be available to answer questions and to assist you when you need it.

    Customer Service

    • Our Customer Care team is available between the hours of 8am to 5pm CST, Monday through Friday to assist with questions you may have. Please call 1-844-450-5444.

    Complaints and Grievances 

    • If Employers have a complaint or problem, please let Morning Sun Financial Services knowright away.
      • Utah Family Services Coordinator at 1-844-540-5444
    • 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 DeForrest at 763-450-3780, sdeforrest@orionassoc.net
      • Executive Director of Payroll Operations, Justin Dukowitz at 763-450-3781, jdukowitz@orionassoc.net
  • Utah Employer Roles and Information

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

    The Fiscal Management Service (FMS) or Payroll Agent is responsible for processing time records, paying employees, paying payroll taxes, and maintaining employment law compliance.
  • Participant

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

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

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

    This is a person that can act on the Employer's behalf
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  • Utah Employer Responsibilities and Services

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
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  • What does Morning Sun Financial Services Do For You?

    As Your Financial Management Agency, Morning Sun Financial Services will:

    • Pay your workers after you submit their time entries on a regular schedule
    • Withhold and pay the payroll taxes
    • Make sure all laws are followed
    • Keep Employee files with employee paperwork, training and other records
    • Keep Employer files with Federal and State required forms
    • Issue tax statements at the end of the year
    • Help you stay within your budget
    • Help you fill out your employer and employee paperwork
    • Help you with managing your employee's time entries in the Electronic Visit Verification (EVV) system
  • Utah Employer Guide to Employer and Employee Forms

    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.

  • Guide to Employer Forms 

    1. SS-4 – Application for Employer Identification Number - This form is used to obtain an Employer Identification Number. If you already have a Federal Employer Identification number, please complete the form and provide proof of your EIN number. If you do NOT have an EIN # you will need to complete the form and send it back to Morning Sun Financial Services.

    1. If you do OR do not have a FEIN, please complete ONLY Lines 1, 5a, 5b, 6, 7a, and 7b. NOTE: In line 7b, please enter the Employer Social Security Number and NOT your existing FEIN (if applicable). The IRS will not order a new FEIN or validate an existing FEIN without a valid social security number.


    2. Please print and sign your name at the bottom of the form, and include your telephone number in the appropriate box. Please make sure your signature and date is in blue or black ink and is not a digital signature, as the IRS will not accept form SS4 if it is digitally signed and dated.

     

    2. Form 2678 – Employer / Payer Appointment of Agent – This form gives authorization for Morning Sun Financial Services to act as your Payroll Agent. Please complete the highlighted lines in Part 2 of this form and return it to Morning Sun Financial Services.


    1. Employer Identification Number (if you have an EIN or know your EIN – otherwise leave it blank).
    2. Employer’s Name.
    3. Employer’s home mailing address.
    4. At the bottom of Part 2 on page 1 – sign, date, printed name, telephone number.


    3. Form 8821 – Tax Information Authorization – This form authorizes Morning Sun Financial Services to inquire and request information related to payroll reports on your behalf.


    1. Please complete all of section 1.
    2. Please complete all of section 7.


    4. Form 1D – State Unemployment Tax Registration – This form is used for registering the employer to pay SUTA tax if the payroll reaches $1,000 or more for any quarter during the year. Complete all applicable fields according to the instructions on the back of the form and send back to Morning Sun.

    5. Working Agreement – This is a Working Agreement between you, the Employer and Morning Sun Financial Services. Please read through this agreement, complete the highlighted sections, and return to Morning Sun.


    6. Consent for the Release of Information – This form allows Morning Sun to exchange information with the state, your representative or anyone in your life you want Morning Sun to talk to. Please complete the highlighted sections, and return to Morning Sun.


    7. EVV Data Information Form – This form is use to set-up of the employer, employee's, and participant's information within the Electronic Visit Verification system (EVV). Please read and complete all sections to provide the contact information for the Participant, Employer, and Authorized Representative (if applicable).

  • Utah Employer Working Agreement

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
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  • By and between Morning Sun Financial Services, LLC (Morning Sun Financial Services) a Minnesota organization with prinicpal offices located at 9400 Golden Valley Road, Golden Valley, Minnesota 55427

  • an individual or their representative self – administering their own support, due to Title 19 Home and Community Based Services with principal place of service provided at

  • WITNESSETH

    WHEREAS, Morning Sun Financial Services is in the business of providing Fiscal Agent Services (Payroll Agent) to individuals through the self-directed services option and desires to contract with individuals to develop and support such services; and

    WHEREAS, the Employer is an individual, or their representative, hiring and managing your own support due to the self-directed services through the waiver amendments; and

    WHEREAS, the Employer desires to engage Morning Sun Financial Services to perform certain payroll and tax Management, billing and support services related to the waiver amendments.

    NOW, THEREFORE, in consideration of the foregoing and the representations and covenants set forth in the Agreement, the parties agree as follows:

    ARTICLE I

    SERVICES TO BE PROVIDED

    The services to be provided under this agreement include Payroll and Tax Administration, Billing and Support Services.

    DESCRIPTION OF SERVICES OFFERED

    Section 1.1. Payroll and Tax Administration. Payroll and Tax Administration support includes Employment Forms, Wage and Schedule Administration, Timecard Processing, Issue Payroll Checks, Withhold and Deposit Taxes, Quarterly and Annual Reporting, and Issue W-2’s.

    Section 1.2 Insurance. The Employer (you) will provide all applicable insurances when contracted as the Employer. These insurances may include Professional and General Liability and Property Insurance. The Employer is solely responsible, at its sole costs and expense, for determining, in accordance with any and all applicable governmental agency rules, statutes or regulations, the need for coverage, the types of coverage, and coverage amounts of all applicable insurances. Worker’s Compensation coverage will be arranged per State waiver rules.

    Section 1.3 Finance and Accounting Systems. Morning Sun Financial Services will provide fiscal and administrative support in establishing you as the Employer. Morning Sun Financial Services will supply a packet of information containing forms and instructions establishing you as the employer.

    ARTICLE II

    TAXES, LAWS, AND REGULATIONS

    Section 2.1 Taxes. Morning Sun Financial Services understands and agrees that it is responsible for the withholding and payment of all taxes, whether federal, state, or local, related to the Employer’s employees.

    Section 2.2 Laws and Regulations. Morning Sun Financial Services agrees that it will comply with all federal, state, and local laws and regulations pertaining to the services it is performing under this Agreement.

    ARTICLE Ill

    INDEMNIFICATION AND INSURANCE

    Section 3.1 Indemnification. Morning Sun Financial Services shall not be liable to the Employer, its representatives, employees, or agents for any loss, damage, injury, expense, or cost whatsoever suffered by them in connection with the performance of this Agreement. The Employer agrees to indemnify and hold Morning Sun Financial Services harmless from any claim, liabilities, damage, cost, or expense, including reasonable attorney fees, that may be made against Morning Sun Financial Services as a result of the misconduct, or negligence of the Employer, it’s representative, employees, or agents in connection with the performance of service hereunder.

    Section 3.2 Insurance. When Morning Sun Financial Services is identified as Vendor/Fiscal Employer Agent, Morning Sun Financial Services shall not be responsible for the retention and payment General and Professional Liability, Automobile Liability, Excess Liability, Property Insurance, and any all other insurance in respect to the Employer’s business and employees.

    ARTICLE IV

    RELATIONSHIP OF PARTIES

    Section 4.1 Independent Contractor. Morning Sun Financial Services status under the Agreement shall be that of an independent contractor, and Morning Sun Financial Services is alone responsible for its acts and the acts of its representatives, agents, or employees, whether or not in the course of their employment or authority.

    Section 4.2 Cooperation with State. Morning Sun Financial Services will continually work with and under contract with the State to develop an organizational structure, a set of service principles, a program design, and operate within those guidelines and policies and procedures.

    ARTICLE V
    TERM

    Section 5.1 Term. This Agreement shall be deemed effective the date first written above and shall continue in effect for one year. This Agreement shall automatically renew for successive terms of one year each unless either party provides the other party with a written notice of termination at least thirty (30) days prior to the expiration of any term.

    Section 5.2 Termination. This Agreement may be cancelled by either party at any time, with or without cause, upon written notice, delivered by certified mail or in person.

    ARTICLE Vl
    MISCELLANEOUS

    Section 6.1 Headings. The headings of the articles and sections of this Agreement are for convenience of reference only and shall have no substantive effect upon the provisions of this Agreement.

    Section 6.2 Assignment. This Agreement is personal in its nature and neither of the parties hereto shall, without the written consent of the other, assign or transfer the Agreement or any rights or obligations hereunder. In the event of any assignment, the parties shall remain liable for all of their obligations set forth herein.

    Section 6.3 Controlling Law. with This Agreement shall be construed In accordance the laws of the State.

    Section 6.4 Entire Agreement. This Agreement, and any attachments, constitute the full and complete understanding of the parties respecting the matters within its scope, and supersedes all prior understandings and agreements and may be modified only in writing.

    Section 6.5 No Waiver. The waiver by either party hereto of any breach of any provision of this Agreement shall not be construed as a continuing waiver of any other breach or provision of this Agreement.

    IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first above written.

    Morning Sun Financial Services of Utah, LLC

    By: 

    Its: CFO, Morning Sun Financial Services of Utah

     

  • 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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  • Utah Employer Consent for the Release of Information

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • I understand that my records are protected under State and Federal confidentiality laws and cannot be disclosed without my written consent unless otherwise provided for in the regulations. I also understand that I may revoke this consent at anytime. I understand that information at Morning Sun Financial Services is limited to staff whose work assignments reasonably require access to my data within the purposes specified in the services provided.

  • 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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  • Utah Employer EVV Data Information Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Morning Sun as your Fiscal Employer Agent (FEA), is authorized to represent you for purposes of employer tax reporting responsibilities. Morning Sun will also manage the initial setup of the employer, employee's and participant's information within the Electronic Visit Verification system (EVV). Please complete all sections to provide the contact information for the Participant, Employer, and Authorized Representative (if applicable). If you have more than one employee, please enter contact information for ALL employees.

  • Participant

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

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

    This is a person that can act on the Employer's behalf
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  • Employee

    This is the person that is responsible for providing services to the Participant
    • Employee 1 
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    • Employee 2 
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    • Employee 3 
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    • Employee 4 
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    • Employee 5 
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    • HIDE- End 
    • 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/
    • Any changes to personal information above requires a notification to Morning Sun Financial Services using the Employee Change Form, found on our website at www.morningsunfs.com. 

      Your signature means you have read and understand why this is needed. 

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  • Utah Employer Online Expense Summary Enrollment

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Morning Sun is pleased to announce that your Expense Summaries/Tracking Reports are now available on our website! This means you can log in to our website and view your most current, up to date Expense Summary at any time. Viewing your Expense Summaries electronically has many benefits. You will be able to log on to our website 24 hours per day and view your Expense Summaries in real time. You will no longer need to wait until it is mailed each month. We feel this will provide you with better, more timely information to help you manage your budgets. 

    Morning Sun is asking that you please complete the enclosed form indicating if you would like to receive the expense summaries via the Morning Sun website or continue to receive the expense summaries by US mail. If you choose to receive the Expense Summaries on-line, you will receive an email from a Morning Sun representative including step by step directions oand a log-in and password. We will also send you an email each month reminding you to check your online Expense Summary.

    If you choose to receive your monthly Expense Summaries by US mail we will continue to send your reports mid month.

    If you have questions about this process, please contact the budget department at 763-233-7484.

    Sincerely,

    Morning Sun Financial Services

  • 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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  • Utah Employer Child Labor Laws

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

    Employees Ages 16 and 17: Typically, minors who are 16 and 17 years old may perform any non-hazardous job, for unlimited hours. One exception to this rule is in the case of driving automobiles or trucks on public roadways.

    General Guideline for Hours of Work:

    • Permitted Hours for age 16-17
    • A high school student under the age of 18 may not work after 11:00 PM onan evening before a school day or before 5:00 a.m. on a school day. 
    • Overnight weekend hours are permitted, however, as long as the final shift ends by 11:00 PM on Sunday night.
    • *Waiver requirements for Self-administered Services do not permit anyone under the age of 16 to be employed.*
    • Waiver requirements for Self-administered Services do not permit anyone under the age of 18 to provide transportation.* 

    Recruiting and Interviewing

    When interviewing candidates for hire, please be careful about the questions you ask of the candidate. Questions should only focus on job related duties and responsibilities and the candidate’s ability to perform those duties and responsibilities. No questions can be asked that relate to the candidate’s personal information or any of the candidate’s characteristics which are protected by law. (See Sample Interview questions below)


    During the interview, topics that relate to any of the following should be avoided: age, date of birth, employment history further back than the five previous years, marital status (this includes whether an applicant is married, divorced, separated, widowed or in the process of having a marriage annulled or dissolved or the identity of one’s current or former spouse, including whether the spouse is an Employee of the employer), sex, race, creed, color, religion, national origin, sexual orientation, disabilities, or date of military discharge.


    It is also inappropriate to ask prospective Employees any questions related to the following: children (including whether or not he or she has children or if they intend to have any), dates of graduation, medical history (including diseases, mental conditions, drug or alcohol problems, hospitalizations, physical impairments, medications, workers compensation, and absences), or financial status.

    Sample Interview Questions

    • 1. How did you become interested in working with persons with (type of population)?
      • Describe your work experience/education/training that you feel is related to this job.
      • Describe the consumers you have worked with and what types of disabilities they had.
    • 2. Why are you interested in working with individuals with (type of population)
    • 3. What do you think are some good qualities of a staff person?
    • 4. What do you feel is the most challenging responsibility about working with individuals with disabilities?
    • 5. What types of individuals are you the most comfortable working with? Why?
    • 6. What types of individuals are you the least comfortable working with? Why
    • 7. Give an example of:
      • An incident in which an individual you were working with had a verbal outburst, either directed towards you or someone else.
      • An incident in which an individual you were working with had a physical aggression, either directed towards you or someone else and how you handled it.
      • A time you had to problem solve or make a decision independently and were held accountable for this.
    • 8. Describe how you prepare for the unexpected when working with someone with a disability.
    • 9. What specific days and shifts are you available to work? How many hours are you interested in working per week?
    • 10. When would you be available to start?
    • 11. Do you have any questions?

    At the end of an interview, it is important to give the applicant a thorough description of the job, including work schedule, description of individual they may be working with, position expectations, benefits, it any, and compensation. Please note that when interviewing a prospective employee, you must only ask question which reasonable relate to the job in question. You must NOT request information that is not job related or that might reveal an applicant’s protected status.

    Topics that must be avoided:

    • Age, date of birth or employment history further back than the previous five years.
    • Marital status.
    • Sex, race, creed, color, religion, national origin or excusal orientation.
    • Height or weight.
    • Number of children, plans for having children, daycare arrangements.
    • Questions related to health, physical or mental disabilities.
    • Arrest records.
    • Credit references. 
  • Utah Employer "How Much Can I Pay"

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

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • July 2024 through June 2025

  • Payroll Start Date Payroll End Date

    Timesheet Due Date (Before 12:00 midnight)

    Direct Deposit or Check Date

    Off-Cycle Check Date
    07/01/2024 07/15/2024 07/19/2024 07/31/2024 08/02/2024
    07/16/2024 07/31/2024 08/04/2024 08/15/2024 08/19/2024
    08/01/2024 08/15/2024 08/19/2024 08/30/2024 09/04/2024
    08/16/2024 08/31/2024 09/04/2024 09/13/2024 09/17/2024
    09/01/2024 09/15/2024 09/19/2024 09/30/2024 10/02/2024
    09/16/2024 09/30/2024 10/04/2024 10/15/2024 10/17/2024
    10/01/2024 10/15/2024 10/19/2025 10/31/2024 11/04/2024
    10/16/2024 10/31/2024 11/04/2024 11/15/2024 11/19/2024
    11/01/2024 11/15/2024 11/19/2024 11/29/2024 12/03/2024
    11/16/2024 11/30/2024 12/04/2024 12/13/2024 12/17/2024
    12/01/2024 12/15/2024 12/19/2024 12/31/2024 to be determined
    12/16/2024 12/31/2024 01/04/2025 01/15/2025 01/17/2025
    01/01/2025 01/15/2025 01/19/2025 01/31/2025 02/04/2025
    01/16/2025 01/31/2025 02/04/2025 02/14/2025 02/19/2025
    02/01/2025 02/15/2025 02/19/2025 02/28/2025 03/04/2025
    02/16/2025 02/28/2025 03/04/2025 03/14/2025 03/18/2025
    03/01/2025 03/15/2025 03/19/2025 03/31/2025 04/02/2025
    03/16/2025 03/31/2025 04/04/2025 04/15/2025 04/17/2025
    04/01/2025 04/15/2025 04/19/2025 04/30/2024 05/02/2025
    04/16/2025 04/30/2025 05/04/2025 05/15/2025 05/19/2025
    05/01/2025 05/15/2025 05/19/2025 05/30/2025 06/03/2025
    05/16/2025 05/31/2025 06/04/2025 06/13/2025 06/17/2025
    06/01/2025 06/15/2025 06/19/2025 06/30/2025 07/02/2025
    06/16/2025 06/30/2025 07/01/2025 07/15/2025 NA-Fiscal YE 
  • 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: 1-866-497-6368
    • Email: payroll@morningsunfs.com 
    • Mailing: Morning Sun Financial Services-UT, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427
  • Utah Department of Workforce Services Business Registration Information

    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/
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  • E-Verify Memorandum of Understanding

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • The documents included in this form include:

    • E-Verify Participation Poster
    • Immigrant and Employee Rights (IER) Right to Work Notice
    • Page 15 of the E-Verify Memorandum of Understanding for E-Verify Employer Agents. The full document is availble at this link goo.gl/TrRjau

    The forms are viewable by scrolling down. The PDFs are located above their corresponding signature box. 


    These documents describe the process of E-Verify when using an employer agent (Morning Sun Financial Services) to complete verification checks. The documents also list your responsibilities as an employer.

    You are asked to complete and sign this form to authorize Morning Sun Financial Services to act on the Employee and Employer's behalf to check employment eligibility for the individuals hired.

    What is E-Verify?

    E-Verify is an Internet-based system that compares information entered by an employer from an employee’s Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security and the Social Security Administration to confirm employment eligibility.

    More information regarding E-Verify can be found on the Department of Homeland Security website: https://www.e-verify.gov/

    If you want more information about E-Verify in a paper format, please contact Morning Sun Financial Services. 

  • 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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  • E-Verify Authorization

    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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  • Federal Application for Employer Identification Number (SS-4)

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

  • Under penalties of perjury, I declare that I have examined this application, and to the best of my knowledge and belief, it is true, correct, and complete.

  • 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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  • Federal Tax Information Authorization (8821)

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

    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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  • Federal Employee/Payer Appointment of Agent (2678)

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Note: Generally you cannot appoint an agent to report, deposit, and pay tax reported on Form 940, Employer's Annual Federal Unemployment (FUTA) Tax Return, unless you are a home care service recipient.

  • I am authorizing the IRS to disclose otherwise confidential tax information to the agent relating to the authority granted under this appointment, including disclosures required to process Form 2678. The agent may contract with a third party, such as a reporting agent or certified public accountant, to prepare or file the returns covered by this appointment, or to make any required deposits and payments. Such contract may authorize the IRS to disclose confidential tax information of the employer/payer and agent to such third party. If a third party fails to file the returns or make the deposits and payments, the agent and employer/payer remain liable.

  • Signature

    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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  • 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/242327109691962. 

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  • Document Upload

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