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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, Utah, Ohio, Louisiana, and South Carolina. Whether you are transferring from another financial management service or starting self-administered services for the first time, we are eager to work with you. Morning Sun Services strives to provide an efficient and responsive service so that your financial needs as an employer are met.

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.

Thank you for choosing Morning Sun Financial Services. We are pleased and excited to offer our services to you.

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 the Morning Sun Program Administrators know right away.
  

  • Program Administrator, Nicholas Siemers, 843-738-4152, nsiemers@morningsunfs.com

• If you are not satisfied with the Program Administrator’s response, you may also contact any of the following individuals: 

• • Executive Director of Self-Directed Services, Laci Polotzola at 337-282-5155, lpolotzola@morningsunfs.com

     

  • Chief Operating Officer, Cheryl Vennerstrom at 612-239-3768, cherylv@orionassoc.net 

  • Chief Financial Officer, Stephanie DeForrest at 763-450-3780, sdeforrest@orionassoc.net

Guide to Employer Forms 

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

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

4. South Carolina Dept. of Revenue Form SC 2848 – Power of Attorney and Declaration of Representative – This form authorizes Morning Sun to represent your business before the Department of Revenue and complete necessary filings.

5. South Carolina Dept. of Revenue Form SCDOR-11 – Tax Registration Application – This form allows for Morning Sun to open a state income tax account if one has not already been opened.

6. South Carolina Dept. of Employment and Workforce Form UCE-151 – Employer Status Report – This form allows for Morning Sun to open an unemployment insurance account if one has not already been opened

7. South Carolina Dept. of Employment and Workforce Form UCE-1010 – Written Authorization – This form allows Morning Sun to act as your agent and to discuss/file your business unemployment insurance.

8. Morning Sun Service Agreement – This form is a Service Agreement between person served and/or the employer and Morning Sun Financial Services.

9. E-Verify Memorandum of Understanding – This form authorizes Morning Sun to act on your behalf to check employment eligibility for the individuals hired.

By and between Morning Sun Financial Services of South Carolina, LLC (Morning Sun Financial Services) a Minnesota organization with principal offices located at 9400 Golden Valley Road, Golden Valley, MN, 55427

with principal place of service provided at

MSFS is in the business of providing financial management services to certain individuals and the Employer who is an individual, or his or her representative, that is hiring and managing his or her own support through waiver amendments. Employer desires to hire MSFS to perform certain payroll and tax management, billing and support services related to the waiver amendments. Accordingly, we agree as follows:

1. Duties. During the term of this Agreement:

Employer is responsible to hire and manage his/her own support as part of self-directed services. This means You are responsible for:

• Recruiting, hiring and terminating employees
• Establishing performance evaluation criteria for each employee
• Establishing schedules and tasks to be completed by employees
• Keeping track of services received
• Contacting MSFS for issues regarding your employee’s payroll

MSFS is responsible for:

• Issuing paychecks to your employees
• Withholding appropriate federal and state taxes for each employee
• Filing monthly, quarterly and annual forms and tax deposits with federal and state agencies
• Issuing W-2 Statements to each employee by January 31 each year

2. Employer Forms. MSFS will supply You with a packet of information containing forms and instructions to establish You as the employer. After You have completed the forms, MSFS will file these forms on Your behalf with the appropriate state and federal agencies.

3. Insurance. MSFS does not provide insurance to You. If You want additional insurance, You will need to obtain that on Your own. These insurances may include Professional and General Liability and Property Insurance.

4. Taxes. MSFS is responsible for the payment of all Employer payroll taxes, whether federal, state, or local, related to your role as employer as well as Your employees and
their related withholding taxes.

5. Indemnification. MSFS shall not be liable to You or Your representatives, employees, or agents for any loss, damage, injury or expense You or they suffer in connection with the performance of this Agreement. You agree to indemnify and hold MSFS harmless from any such that may be made against MSFS as a result of Your misconduct or negligence or that of Your employees, or agents in connection with the performance of services described in this Agreement.

6. Laws and Regulations. MSFS agrees that it will comply with all federal, state, and
local laws and regulations pertaining to these services.

Morning Sun Financial Services of South Carolina, LLC

By: 

Its: CFO, Morning Sun Financial Services of South Carolina

What is Worker’s Compensation Insurance? Worker’s compensation insurance is a specific type of business insurance that provides benefits to employees who suffer work-related injuries or illnesses. This insurance can cover lost wages while they are out of work, medical expenses, and more. Worker’s Compensation coverage can protect both the employer and the employee in the result of a work-related injury.

Am I required to have worker’s compensation? No – if you employ less than four employees, then household employers may be exempt from this requirement. However, if you hire four or more employees, then you must provide worker’s compensation. *Part time workers and family members are counted as employees.

If I have less than four employees and choose not to provide Worker’s Compensation, will my employees still have this coverage? No – your employees will not be covered. You may become liable for lost wages, medical care, and more should an employee be injured while working. Your homeowner’s insurance may or may not give you a small protection and this may be an additional coverage you have to purchase. You must contact your homeowner’s insurance agent to determine this. This is not a substitute for a full worker’s compensation insurance coverage.

If I choose or become required to provide worker’s compensation coverage, where do I go to purchase workers’ compensation insurance? Workers’ compensation insurance coverage can be obtained via a commercial insurance carrier licensed to write workers’ compensation insurance coverage in the state of South Carolina or via the state’s assigned risk program, which is administered by the National Council on Compensation Insurance (NCCI).

Please note – The information provided by Morning Sun Financial Services in this document does not, and is not intended to, constitute legal advice; all information is for general informational purposes only. Morning Sun Financial Services encourages employers to seek legal counsel if they have additional questions regarding worker’s compensation coverage.

Employers are expected to independently research and follow federal and state employment laws when hiring, supervising, disciplining, and terminating employees. The information provided by Morning Sun Financial Services in this document does not, and is not intended to, constitute legal advice; all information is for general informational purposes only. Morning Sun Financial Services encourages employers to seek legal counsel if they have additional questions regarding employment law.

Hiring Employees 

• Employers must not discriminate against advertising a job or hiring an employee based on that person's race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability or genetic information.
• Interview questions should be relevant to the job the employee is applying to, not an employee’s personal traits or background.
• Correctly classify workers as employees and NOT independent contractors when they hire a worker.
• Only hire employees that are eligible to work in the United States. Employers are required to complete form I-9 to verify the employee’s eligibility.

Supervising/Disciplining Employees

• It is illegal to discriminate against someone because of that person's race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability or genetic information. It is also illegal to retaliate against a person because he or she complained about discrimination, filed a charge of discrimination, or participated in an employment discrimination investigation or lawsuit. This includes using these traits when considering promotions, job assignments, and wages.
• Employees must legally be paid at least minimum wage. Employees must receive overtime pay for hours worked over 40 in a workweek at a rate not less than time and one-half their regular rates of pay
• Employers should provide a safe work environment for employees. This includes a physical work environment free from serious recognized hazards, violence, and other dangerous conditions. This also includes providing employees a work environment free from unwelcome or offensive behavior in the workplace, which causes one or more employees to feel uncomfortable, scared, or intimidated in their place of employment.

Terminating Employees

• Employers and employees may terminate the employment relationship at any point for any reason and without warning as long as the reasoning is not illegal since South Carolina is an Employment at Will state. An employer may not terminate an employee based on a person's race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability or genetic information.
• Employers should notify their case manager and/or Morning Sun Financial Services immediately following an employment termination so that state law for the employee’s final pay can be followed.

• 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

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

Be sure that all applicable items are completed before signing. THIS FORM MUST BE SIGNED BY AN OWNER, PARTNER, OR CORPORATE OFFICER. ALL OTHERS MUST HAVE WRITTEN AUTHORIZATION COMPLETED BELOW.

Please read the instructions following this form before completing. By completing this form, you are authorizing the South Carolina Department of Employment and Workforce (DEW) to disclose/discuss Unemployment Insurance (UI) related matters to your chosen agent. This form is only to be used to designate an agent.

If you are attempting to add or remove authorized contact persons, do not complete this form. Please refer to the attached instructions for more information.

I understand that any information or records obtained by DEW in the administration of the Unemployment Insurance program is generally private and confidential pursuant to S.C. Code Ann. § 41-29-160 and 20 CFR Part 603, and may only be released for the purpose specified in this Written Authorization in accordance with state and federal law. By signing this Written Authorization, I am authorizing DEW to release the information specified to the authorized agent. I understand state government files will be accessed to obtain the information disclosed to the authorized agent. I further understand that I am authorizing the appointed agent to act on behalf of the business to the fullest extent to which I could act if I were personally present in connection with the transactions authorized in Part 3 of this Written authorization. I further declare the information submitted has been examined by me and I specifically authorize agent(s) to transact the above specified UI business with DEW.

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. 

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.

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.

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. 

Once you click submit, a copy of the completed packet will be sent to the Employer and Morning Sun Financial Services. 

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