Morning Sun Financial Services of South Carolina DDSN Employee Enrollment Packet Logo
  • Morning Sun Financial Services of South Carolina DDSN Employee Enrollment Packet

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Action Required: Select “Employer” as the role above. Do not proceed with the “Employee” role.

  • Note: This packet has been submitted and can no longer be edited. For assistance, please contact Morning Sun Financial Services at 1-844-450-5444.

  • Morning Sun Financial Services of South Carolina DDSN Employee Enrollment Packet

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

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

  • South Carolina Employee Welcome Letter

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


    We are the financial management service for your employer. That means we will be responsible for processing your timesheets and 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
  • South Carolina Employee Roles and Information

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

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

  • Participant

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

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

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

  • Certifications

  • South Carolina Gramm-Leach-Bliley Privacy Notice

    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.

  • 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

  • South Carolina Employee Tax Exemption Guide

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
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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/Employer Relationship Social Security/Medicare FICA Federal Unemployment FUTA State Unemployment SUTA (South Carolina)
    Employee is the spouse of the employer  Exempt Exempt Exempt
    Employee is a parent of the employer Exempt Exempt Exempt
    Employee is a child of the employer and under 21  Exempt *Taxable after 21st birthday  Exempt *Taxable after 21st birthday  Exempt *Taxable after 18th birthday 
    Employee who was under the age of 18 at any time during the year Exempt Taxable Exempt *Taxable after 18th birthday 
    Foreign student in US on a VISA for the purpose of providing domestic services.  Exempt Exempt Taxable

    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).

  • 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-SC, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427
  • South Carolina Employee Withholding Allowance Certificate (SC W-4)

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

  • Signatures

    I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
  • I declare under the penalties imposed for filing false reports that the number of exemptions and dependency credits claimed on this certificate do not exceed the number to which I am entitled.

  • Clear
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  • South Carolina SCDDSN Participant - Directed Services Liability Statement

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • *For the purpose of this form, in-home support caregivers and/or respite caregivers providing a waiver funded participant-directed service will be referred to as participant-directed service employees (PDEs).

    In connection with my use of a participant-directed service provided through a home and community-based waiver under the South Carolina Medicaid Program, I acknowledge that I have been informed, and understand, the following:

    1. Participant-Directed Employees (PDEs) ARE EMPLOYED BY THE PARTICIPANT or RESPONSIBLE PARTY (RP). PDEs do not work for the South Carolina Department of Disabilities and Special Needs (SCDDSN), the Fiscal Agent or any other state or local agency, and are not authorized to speak or act on behalf of any of these organizations.
    2. No state or local agency is responsible for the acts or omissions of PDEs.
    3. Under South Carolina law, if the participant/responsible party/RP employs four or more PDE providers, the participant/RP is required to get a workers compensation policy at the participant’s/RP’s expense.
    4. PDEs are not provided with any liability insurance coverage or benefits, are not bonded, and are no licensed by any state or local agency.
    5. Injury to the PDE or to the participant is not the responsibility of any local or state agency. The employer’s homeowner’s insurance policy may provide some protection, but likely would require additional coverage. The employer should check with their insurance agent and explain what service is being provided so s/he can advise the employer relative to their policy. Homeowner’s policies usually only provide additional liability protection.
    6. Health information must be kept confidential as indicated by HIPAA rules and regulations.
    7. The Participant/RP is required to report any suspected abuse, neglect or exploitation of the participant to Adult Protective Services by contacting the Department of Social Services in the county in which the participant lives, and the participant’s waiver case manager.
    8. Use of a specific PDE caregiver is the participant’s/RP’s choice. Participants/RPs have the right to terminate employment with or without cause. It is important that both parties are treated professionally and fairly. Should either one decide to terminate employment, 2 weeks notice will be given unless personal safety is threatened. Termination or laying off an employee because of an employee’s age, race, color, religion, sex, national origin or disability is not acceptable and against the law.
    9. I understand that without specific approval from the South Carolina Department of Health and Human Services, that the PDE is unable to provide services if the PDE is the participant’s legal guardian or spouse. I also understand that parents of minor children are not permitted to provide PDE services to their minor child.
    10. As the participant/RP, my signature on this statement authorizes the release of any medical or other information necessary to process Medicaid claims on my behalf. I request payment of Medicaid benefits to this party who provides PDE services as a Medicaid Waiver services provider and agrees to accept the established rate of reimbursement from Medicaid.
  • 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 South Carolina SCDDSN Participant - Directed Services Responsibilities Agreement

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • The purpose of this form is to outline the responsibilities you have as a participant-directed service employee. The service you are providing is directed by the participant or their representative which means they are your Employer. For the purposes of this form, in-home support caregivers and/or respite caregivers will be referred to as participant-directed service employees (PDE).

    As a PDE, I understand that: 

    1. I must have a PPD Tuberculin skin tests completed annually unless I have a documented history of a positive PPD. In that case, I will complete a questionnaire for signs and symptoms of TB annually.

    2. PDE services may include:

    a. Support of daily living activities, e.g. assistance with bathing, dressing, feeding, personal grooming, personal hygiene, transferring and mobility;

    b. Meal or snack preparation, planning and serving, cleaning up afterwards, following specially prescribed diets as necessary and encouraging participants to adhere to any specially prescribed diets;

    c. General housekeeping including cleaning (such as sweeping, vacuuming, mopping, dusting, taking out the trash, changing bed linens, defrosting and cleaning the refrigerator, cleaning the stove or oven, cleaning bathrooms) and activities as needed to maintain the participant in a safe and sanitary environment. Housekeeping only includes areas specific to the participant such as the participant’s bedroom, bathroom, etc;

    d. Shopping assistance, essential errands, and escorting participant to medical services;

    e. Assistance with communication, which includes, but is not limited to placing a phone within participant’s reach and physically assisting participant with the use of the phone, and orientation to daily events;

    f. Monitoring medication, e.g. consists of informing the participant it is time to take medication as prescribed by the physician. It does not mean that the PDE is responsible for giving the medicine; however, it does not preclude the PDE from handing the medicine container or medicines already set up in daily containers to the participant.

    g. General supervision.

    3. I am responsible for maintaining individual participant records. These records are subject to the confidentiality rules for all Medicaid Providers and health care providers and shall be made available to DDSN and its contracted providers upon request. Records shall include the following:

    a. current and historical Service Authorization and Termination Forms

    b. the Daily Log which will include any records of occurrences in which the PDE did not provide services for the specified number of hours

    c. a copy of the participant's back-up plan for service provision when the PDE is unable to provide services. These may be formal or informal supports.

    4. If the participant, responsible party, or I identify PDE duties that would be beneficial to the participant’s care but are not specified on the Authorization Form from the DDSN Waiver Case Manager, the DDSN Waiver Case Manager must be contacted to discuss the possibility of adding those duties. These duties MAY NOT include skilled medical care. It will be the DDSN Waiver Case Manager’s responsibility to decide whether the participant’s Plan should be amended/new authorization completed including these duties. The DDSN Waiver Case Manager will have three (3) working days of the receipt of my or the participant’s request to modify/amend the Authorization or complete the appropriate assessment.

    5. PDEs are not provided with any liability insurance coverage or benefits, are not bonded, and are not licensed by any state or local agency.

    6. Injury to the PDE or to the participant is not the responsibility of any local or state agency. The employer’s homeowner’s insurance policy may provide some protection, but likely would require additional coverage. The employer can check with their insurance agent and explain what service is being provided so s/he can advise the employer relative to their policy. Homeowner’s policies usually only provide additional liability protection.

    7. I am required to report any suspected abuse, neglect or exploitation of the participant to Adult Protective Services by contacting the Department of Social Services in the county in which the participant lives, and the participant’s waiver case manager.

    8. PDEs have the right to terminate employment with or without cause. It is important that both parties are treated professionally and fairly. Should the PDE decide to terminate employment, 2 weeks’ notice will be given unless personal safety is threatened.

    9. Termination or laying off an employee because of an employee’s age, race, color, religion, sex, national origin or disability is not acceptable and against the law.

    10. It is my responsibility to notify the DDSN Waiver Case Manager of the following:

    a. a change in the participant’s condition

    b. the death of the participant

    c. a participant’s relocation out of service area

    d. the participant no longer wishes to participate in this service

    e. knowledge of participant’s Medicaid ineligibility

    f. my wish to terminate as the provider of PDE services

    g. the responsible party’s desire to no longer serve in that role

    h. my inability to provide PDE services as authorized *THIS MUST BE DONE IMMEDIATELY BY TELEPHONE

     

    In the event that I am unable to reach the participant, the responsible party, or the DDSN Waiver Case Manager, it is my responsibility to notify the participant’s designated emergency contact until the participant, responsible party, and the DDSN Waiver Case Manager can be reached.

    The designated emergency contact is:

  • 12. When two consecutive attempted visits occur, I must notify the DDSN Waiver Case Manager. Prior to notifying the DDSN Waiver Case Manager, I must attempt to locate the participant or family member and or responsible party.

    13. I must adhere to basic infection control procedures at all times while providing PDE services.

    14. I am responsible for signing and completing all paperwork required by the Fiscal Agent.

    15. All hours should be totaled and weekly comments written prior to obtaining the participant’s signature on the PDE Daily Log. I am also responsible for maintaining copies of the completed and signed Daily Log for Medicaid and tax audit purposes. I am responsible for sending copies of the completed and signed Daily Logs to the DDSN Waiver Case Manager for review on a monthly basis. I am responsible for submitting the Daily Logs to the Fiscal Agent as specified; they will be responsible for issuing my checks and taking out my taxes.

    16. The PDE Daily Log(s) will be used for reimbursement purposes. The PDE Daily Log(s) cannot be filed and reimbursement will not be paid until the DDSN Waiver Case Manager authorizes the service and I have provided the service.

    17. Health information must be kept confidential as indicated by HIPAA rules and regulations.

    18. I understand that no services may be provided while a participant is in the hospital, nursing home, ICF/IID, jail or PRTF.

    19. I understand that without specific approval from the South Carolina Department of Health and Human Services, I will be unable to serve the participant if I am or become the participant’s legal guardian or spouse. I also understand that parents of minor children are not permitted to provide PDE services to their minor child.

    20. Services provided to a participant with no Medicaid eligibility will not be reimbursed by Medicaid.

    21. I understand the participant or responsible party is my employer of record. I understand I am not an employee of the South Carolina Department of Disabilities and Special Needs (SCDDSN), the Fiscal Agent or any other state agency.

    22. I certify I am fully ambulatory.

    23. I certify I am able to read, write and communicate effectively with the participant and/or their representative.

    24. I understand I cannot be enrolled as a Medicaid provider or an individual DDSN provider.

    25. I hereby grant permission for the following to be requested on my behalf and that information may be shared with all potential participants:

    • SLED Background Check
    • DSS Child Abuse and Neglect Central Registry Check

    26. I understand it is against federal law to delegate my role as a PDE to another caregiver.

    27. I will provide references to my employer upon request.

    My signature below indicates I understand and acknowledge all of the above requirements.

  • 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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  • Morning Sun Financial Services Tax Information Questionnaire Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Employees providing domestic or household services and hired directly by the service recipient or representative in a program using a Fiscal/Employer agent may be exempt from paying certain federal and state taxes that are normally paid by employers and employees; based on the employee's student status, age, or family relationship with the employer. These exemptions are NOT optional and must be honored.
    This form will assist Morning Sun Financial Services in ensuring the correct tax classification for your employees

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  • Important Acknowledgment

    Please read and initial the acknowledgment if you selected options C, D, E, F
  • By initialing here, you acknowledge that per your tax classification under the FEA Payroll Model, your wages may not be subject to Social Security, Medicare, and unemployment tax.

    1. This means that your wages that are paid through this employment agreement will not be used or counted by Social Security for the purposes of earning credits for future benefits. This can impact retirement, disability, and survivor benefit amounts. To learn more about Social Security Programs, go to www.ssa.gov or call 1-800-772-1213.

    2. This also means that your wages paid through this employment agreement may not qualify for unemployment benefits.

  • Clear
  • Signatures

    I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
  • Clear
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  • Morning Sun Financial Services Live & Work with the Person you serve 2014-7 Tax Exemption Form

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

  • Enroll

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

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

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

  • Signatures

    I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
  • Clear
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  • Morning Sun Financial Services USCIS Form I-9 Employment Eligibility Verification

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

  • Section 1. Employee Information and Attestation:

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

  • Employer Information

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

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

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

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

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

  • Employee Information

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

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  • Signatures

    I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
  • Clear
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  • Preparer or Translator

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

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

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

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

  • List A

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  • List B

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  • List C

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

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  • Signatures

    I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
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  • Form W-4 Employee's Withholding Certificate

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

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

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

  • Step 2: Multiple Jobs or Spouse Works

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

    Do only one of the following.

    (a)  Reserved for future use.

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

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

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

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

  • Step 3: Claim Dependents and Other Credits

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

  • Step 4 (Optional): Other Adjustments

  • Signatures

    I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
  • Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

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  • Direct Deposit/Pay Card Enrollment Form

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

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

    RapidPay Card:

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

    Direct Depost:

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

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

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

    OR

    2) Voided physical check

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

    • Direct Deposit 
    • Direct Deposit

    • Deposit Account 1

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    • Deposit Account 2

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

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

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

    • Signatures 
    • Signatures

      I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
    • I authorize the company to withhold the indicated amount(s), if available, from my pay, and deposit directly into the account(s) shown and/or I hereby authorize the company to assign a rapid! PayCard and initiate credit entries and any correcting entries to my assigned rapid! PayCard account. The direct deposit(s) will be made on each payday, unless I notify the company in writing of my intent to cancel. Upon the company’s receipt of a request to cancel a direct deposit authorization, it shall become effective after a reasonable opportunity to act upon it. In the event funds are deposited erroneously into my account, I authorize the company to debit my account(s) not to exceed the original amount of the credit. I understand that the company reserves the right to refuse any direct deposit request. I also understand that all direct deposits are made through the Automated Clearing House (ACH), and that funds availability is subject to the terms and limitations of the ACH as well as my financial institution.

    • Clear
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  • Generate a Prefilled Packet

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

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  • Employer Review & Sign

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

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

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