MSFS South Carolina SCDDSN Employer Enrollment Packet Logo
  • Morning Sun Financial Services of South Carolina SCDDSN Employer Enrollment Packet

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Morning Sun Financial Services of South Carolina SCDDSN Employer Enrollment Packet

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

    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.

  • 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

  • South Carolina Employer 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
  •  - -
  • 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.
  •  - -
  • Case Manager

    This is a person at the South Carolina 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
  •  - -
  • South Carolina Employer Guide to Employer and Employee Forms

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

  • South Carolina 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 Vally, 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 South Carolina, LLC

    By: 

    Its: CFO, Morning Sun Financial Services of South Carolina

     

  • 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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  • South Carolina Employer Worker Compensation Guide

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

  • South Carolina Employer General Employment Law Guidance

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • 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.
  • South Carolina SCDDSN Employer "How Much Can I Pay"

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • The following shows the rate your employees will be paid per hour by waiver and service type. The “Cost To You” rate is what is charged against your authorization and includes the employee’s wage and the employer taxes Morning Sun Financial Services will pay on your behalf. These taxes include FICA taxes and unemployment. 

     

    Community Supports Waiver (CSW)

    Service Type Employee Wage Cost To You
    In-Home Support (IHS)  $16.28 $17.90
    Respite  $15.24 $16.84

     

    Head and Spinal Cord Injury Waiver (HASCI)

    Service Type Employee Wage Cost To You
    Attendant Care (AC) $16.28 $17.92
    Respite $15.24 $16.84

     

    Intellectual Disability & Related Disabilities Waiver (ID/RD) 

    Service Type Employee Wage Cost To You
    Attendant Care (AC) $16.28 $17.92
    Respite $15.24 $16.84
  • South Carolina Payroll Schedule

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • SCDDSN 01/01/2025 through 12/31/2025

  • From Sunday To Saturday

    Due By 12:00 Noon EST

    Pay Date

    12/29/2024 1/4/2025 1/6/2025  1/10/2025
    1/5/2025 1/11/2025 1/13/2025 1/17/2025 
    1/12/2025 1/18/2025 1/20/2025 1/24/2025 
    1/19/2025 1/25/2025 1/27/2025  1/31/2025
    1/26/2025 2/1/2025 2/3/2025  2/7/2025
    2/2/2025 2/8/2025 2/10/2025  2/18/2025
    2/9/2025 2/15/2025 2/17/2025  2/25/2025
    2/16/2025 2/22/2025 2/24/2025  3/4/2025
    2/23/2025 3/1/2025 3/3/2025  3/11/2025
    3/2/2025 3/8/2025 3/10/2025  3/18/2025
    3/9/2025 3/15/2025 3/17/2025  3/25/2025
    3/16/2025 3/22/2025 3/24/2025  4/1/2025
    3/23/2025 3/29/2025 3/31/2025  4/8/2025
    3/30/2025 4/5/2025 4/7/2025  4/15/2025
    4/6/2025 4/12/2025 4/14/2025  4/22/2025
    4/13/2025 4/19/2025 4/21/2025  4/29/2025
    4/20/2025 4/26/2025 4/28/2025  5/6/2025
    4/27/2025 5/3/2025 5/5/2025  5/13/2025
    5/4/2025 5/10/2025 5/12/2025  5/20/2025
    5/11/2025 5/17/2025 5/19/2025  5/27/2025
    5/18/2025 5/24/2025 5/26/2025  6/3/2025
    5/25/2025 5/31/2025 6/2/2025  6/10/2025
    6/1/2025 6/7/2025 6/9/2025  6/17/2025
    6/8/2025 6/14/2025 6/16/2025  6/24/2025
    6/15/2025 6/21/2025 6/23/2025  7/1/2025
    6/22/2025 6/28/2025 6/30/2025  7/8/2025
    6/29/2025 7/5/2025 7/7/2025  7/15/2025
    7/6/2025 7/12/2025  7/14/2025  7/22/2025
    7/13/2025 7/19/2025  7/21/2025  7/29/2025
    7/20/2025 7/26/2025  7/28/2025  8/5/2025
    7/27/2025 8/2/2025  8/4/2025  8/12/2025
    8/3/2025 8/9/2025  8/11/2025  8/19/2025
    8/10/2025 8/16/2025  8/18/2025  8/26/2025
    8/17/2025 8/23/2025  8/25/2025  9/2/2025
    8/24/2025 8/30/2025  9/1/2025  9/9/2025
    8/31/2025 9/6/2025  9/8/2025  9/16/2025
    9/7/2025 9/13/2025  9/15/2025  9/23/2025
    9/14/2025 9/20/2025  9/22/2025  9/30/2025
    9/21/2025 9/27/2025  9/29/2025  10/7/2025
    9/28/2025 10/4/2025  10/6/2025  10/14/2025
    10/5/2025 10/11/2025  10/13/2025  10/21/2025
    10/12/2025 10/18/2025  10/20/2025  10/28/2025
    10/19/2025 10/25/2025  10/27/2025  11/4/2025
    10/26/2025 11/1/2025  11/3/2025  11/10/2025
    11/2/2025 11/8/2025  11/10/2025  11/18/2025
    11/9/2025 11/15/2025  11/17/2025  11/25/2025
    11/16/2025 11/22/2025  11/24/2025  12/2/2025
    11/23/2025 11/29/2025  12/1/2025  12/9/2025
    11/30/2025 12/6/2025  12/8/2025  12/16/2025
    12/7/2025 12/13/2025  12/15/2025  12/23/2025
    12/14/2025 12/29/2025  12/22/2025  12/30/2025
    12/21/2025 12/25/2025  12/29/2025  1/6/2026
    12/28/2025 1/3/2026  1/5/2026  1/13/2026
  • 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: 1-833-444-6772
    • Email: SCsupport@morningsunfs.com
    • Mailing: Morning Sun Financial Services of South Carolina, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427
  • South Carolina Department of Revenue Power of Attorney and Declaration of Representative (SC2848)

    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/
  • Clear
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  • South Carolina Department of Revenue Tax Registration Application (SCDOR-111)

    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/
  • Clear
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  • South Carolina Department of Workforce Employer Status Report (UCE-151)

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

  • 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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  • South Carolina Department of Employment and Workforce Written Authorization (UCE-1010)

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

  • 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 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/
  • Clear
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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
  • 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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  • Document Upload

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Browse Files
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    Choose a file
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  • Browse Files
    Drag and drop files here
    Choose a file
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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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  • 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 Employer and Morning Sun Financial Services. 

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

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