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1. New Employee / Change Notice – Please complete all applicable sections of this form.

2. Form W-4 – This form is used to instruct the payroll system how to tax your wages and withhold the appropriate taxes based on those earnings. If you are unsure of how to fill out this form to claim the appropriate withholding, please see form the instructions included with the form or use the wage calculator on the irs.gov website https://www.irs.gov/individuals/irs-withholding-calculator.

3. Employment Tax Information – Please complete all applicable sections of this form to establish your relationship to the Employer of Record (not Morning Sun).

4. Live and Work with the Person You Serve – You may qualify for this tax exemption if you live with the person you are serving, and that address is your permanent address. Complete this form, answer the questions and sign and date.

5. Direct Deposit Authorization Form – Please complete this form to choose how you would like to receive your pay. For direct deposit, please include a voided check or bank letter with this form. If you choose to receive your pay through a Rapid Pay card, the pay card will be mailed to you.

6. Form I-9 Employee Eligibility Verification – Please complete and sign Section 1. You must show the proper forms of identification to your employer. Your employer or authorized representative must complete and sign Section 2 of this form and submit copies of the employee's forms and/or IDs to Morning Sun. Please review the the lists of acceptable identification documents.

7. Notice 797 – Please read through this form to determine if you are eligible for a federal tax refund due to qualifying for the earned income credit (EIC).

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 handling your paychecks.

As an employee to a participant/consumer receiving self-directed 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? 

The individual you have been hired to work with or their representative has chosen services that are “Self-Directed”. 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. 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.

New Employee 

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 you and your Employer.

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.

Issues that may affect payroll

Timesheets that are not completed properly or accurately.
Timesheets that are missing approval from either you or your employer.
Timesheets that are received after the due date.
Timesheets 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.

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 Customer Support team is available between the hours of 8am to 5pm CST, Monday through Friday to assist with questions you may have.For questions on paychecks, taxes, payroll information, or timesheets, please contact our office at 844-450-5444, option 4

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, 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

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Gramm- Leach-Bliley Privacy Notice for Employees and Employers in the South Carolina Attendant Care Program.

The following notice is in compliance with the Gramm-Leach-Bliley Privacy Act. This applies to Morning Sun Financial Services’ financial management services in connection with your participation in the South Carolina Self-directed Services program through the South Carolina Department of Health and Human Services.

Collection and Use of Information:

Morning Sun Financial Services is committed to keeping your private information private. As the Fiscal/ Employer Agent providing Financial Management Services for the program, Morning Sun Financial Services acts on behalf of your employer to handle payroll under the Program and related employment tax matters. As part of these services, Morning Sun Financial Services collects certain private personal information from you or your employer in order to issue your paycheck for your services, as well as withhold and file state and federal taxes, issue W-2 statements, handle employment tax matters, process Forms I-9 and W-4, and set up direct deposit of your paycheck if requested. Private personal information collected may include, but is not limited to, name, address, phone number, social security number, date of birth, and employment and tax-related information. Private personal information may also include certain financial information, such as the name and address of your financial institution, the bank routing number, and your account number for the purpose of processing direct deposits if elected by you. Any information that Morning Sun Financial services collects is used by authorized personnel solely for the purposes described above and is stored in our system for tracking and auditing purposes. Staff persons do not automatically have access to private data about the persons served by the agency. Staff must have a specific work function need for the information. Private data about persons are available only to those employees whose work assignments reasonably require access to the data; or who are authorized by law to have access to the data.

Protecting Your Information

Morning Sun Financial Services is committed to protecting the privacy of your private information. We have established internal policies and procedures that clearly outline proper handling and maintenance of private information which include, but are not limited to, policies related to the transmission, storage, and disposal of paper and electronic records; controlling user access to information; and maintaining the security of files and electronic systems. Morning Sun Financial Services employees’ are trained on these policies on a monthly basis and any updates are communicated on a regular basis.

Disclosure of Information

Morning Sun Financial Services does not share any private information about you with affiliates or non-affiliated third parties, except as authorized by law or with proper authorization from you or from your employer. There are circumstances when we will disclose private personal information to third parties or affiliates without your authorization as legally permitted or required, such as in connection with the handling of a claim investigation or other activities relating to your employment.

Some examples include disclosure to:

• Regulatory agencies, such as the Internal Revenue Service, Department of Revenue, Department of Labor, or Department of Employment and Workforce;
• Courts or attorneys, in response to subpoenas, worker’s compensation claims, garnishment actions, etc.

We may change these policies, standards, and procedures. If there are significant changes, we will notify you. If you have any questions regarding this notice, you may call the number below or write to:

Morning Sun Financial Services

9400 Golden Valley Road,
Golden Valley, MN 55427

Telephone Number: 855-222-6772

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Employees providing domestic or household services for an employer may be exempt from paying certain federal and state taxes that are normally paid by employers and employees. These exemptions are based on the employee’s student status, age, or family relationship with the employer. These exemptions are NOT optional. This means that wages that are through this employment agreement may not be used or counted by social security for the purposes of earning future benefits. This can impact retirement, disability, and survivor benefit amounts. To learn more about social security programs, please visit www.ssa.gov or call 1-800-772-1213. This also means that wages paid through this employment agreement may not qualify for unemployment benefits.

Morning Sun Financial Services determines the relationship between the employee and employer through the “Employment Tax Information Questionnaire” and follows the IRS Publication 926 “Household Employer’s Tax Guide” when applying these exemptions. Please note that Morning Sun Financial Services is unable to provide tax advice and encourages employees and employers to consult professional tax consultants with questions.

Employee is the spouse of the employer – If an employee is the spouse of their employer, both employee and employer are exempt from paying Social Security and Medicare (FICA). The employer is exempt from paying Federal unemployment (FUTA) and state unemployment (SUTA) taxes.

Employee is a parent of the employer – If an employee is the parent of their employer, both employee and employer are exempt from paying Social Security and Medicare (FICA). The employer is exempt from paying Federal unemployment (FUTA) and state unemployment (SUTA) taxes.

* Wages are counted as Social Security and Medicare (FICA) taxable if the employee is the parent of their employer and both of the following conditions apply:

• a) The employee cares for the employer’s child who is either of the following:
  • i. Under the age of 18.
  • ii. Has a physical or mental condition that requires the personal care of an adult for at least 4 continuous weeks in the calendar quarter services were performed.
• b) The employer’s martial status is one of the following:
  • i. Employer is divorced and has not remarried.
  • ii. Employer is a widow or widower.
  • iii. Employer is living with a spouse whose physical or mental condition precents them from caring for their child for at least 4 continuous weeks in the calendar quarter services were performed.

Employee is a child of the employer and under 21 years old – If the employee is a child of the employer and under 21 years of age, both employee and employer are exempt from paying Social Security and Medicare (FICA). The employer is exempt from paying Federal unemployment (FUTA) until the child’s 21st birthday. The employer is exempt from paying South Carolina State unemployment until the child’s 18th birthday.

Employee who was under the age of 18 at any time during the year – If the employee was under the age of 18 or turned 18 during the calendar year and is a student (providing household services is not their principal occupation), both employee and employer are exempt from paying Social Security and Medicare (FICA). If the employee is not a child of the employer, the employer is required to pay South Carolina State unemployment (SUTA) taxes.

Foreign student in the US for the purpose of providing domestic services currently on an F-visa, J-visa, M-visa, or Q-visa – If an employee is a non-resident student in the United States for the purpose of providing domestic services on an F-1, J-1, M-1, or Q-1 visa, both employee and employer are exempt from paying Social Security and Medicare (FICA). The employer is exempt from paying Federal unemployment (FUTA) but is required to pay South Carolina State unemployment (SUTA).

• 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: 1-833-444-6772
• Email: ms-scpayroll@morningsunfs.com 
• Mailing: Morning Sun Financial Services-SC, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427

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.

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

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. 

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.

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. 

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. 

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. *

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.

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.

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

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 

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. 

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. 

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.