MSFS OH ER Enrollment
  • Morning Sun Financial Services of Ohio Employer Enrollment Packet

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

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Ohio 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. Whether you are transferring from another financial management service or starting these services for the first time, we are eager to work with you. Morning Sun Financial Services strives to provide a helpful, efficient and responsive service so that your financial needs as an employer are met. We will process time entries you approve and pay your employees in a timely and efficient manner. We will make sure that all payroll taxes are paid and that your status as an employer is in good standing with the IRS. We will provide you with the tools to manage your services. We will act as your billing agent to ensure that service expenditures are accounted for and accurately reflected in compliance with Ohio program guidelines.

    We have enclosed all of the forms you need to get started as an employer or to transfer your financial management services to us.

    We are pleased to offer our services to you. We strive to be helpful and courteous at all times. We will be available to answer questions and to assist you when you need it. Our business hours are 8am to 5pm EST Monday through Friday. Our phone number is 844-450-5444, option 3.

    Customer Service

    • For assistance completing the enrollment forms or any general questions, please contact our Ohio Program Coordinator team by calling 844-450-5444 and pressing option 3, then option 1.

    Complaints and Grievances 

    • Please contact, Laci Polotzola, Morning Sun Executive Director of SelfDirected Services if you have any concerns or issues. Laci Polotzola can be reached at 337-282-5155 or by email at lpolotzola@morningsunfs.com.
    • If you are not satisfied with the response, you may also contact any of the following individuals:
      • Chief Operating Officer, Cheryl Vennerstrom at 612-239-3768, cherylv@orionassoc.net
      • Chief Financial Officer, Stephanie DeForrest at 763-450-3780, sdeforrest@orionassoc.net
  • Ohio 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
  • Format: (000) 000-0000.
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  • Employer

    This is the person that is responsible for supervising an Employee. In some cases, the Employer can be the Participant or their Authorized Representative.
  • Format: (000) 000-0000.
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  • 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.
  • Format: (000) 000-0000.
  • Authorized Representative

    This is a person that can act on the Employer's behalf
  • Format: (000) 000-0000.
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    • MSFS Pre-fill & Sign 
    • Once you click submit, the packet will be routed to the Employee for signature.


      After the Employee signs, the form will be sent for signatures from the Employer and Case Manager. Final copies will then 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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  • Ohio 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 of Ohio, LLC (Morning Sun Financial Services) a Minnesota organization with prinicpal offices located at 9400 Golden Valley Road, Golden Valley, Minnesota 55427

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

  • WITNESSETH

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

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

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

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

    ARTICLE I

    SERVICES TO BE PROVIDED

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

    DESCRIPTION OF SERVICES OFFERED

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

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

    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 Ohio, LLC

    By: 

    Its: CFO, Morning Sun Financial Services of Ohio

     

  • 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/
  • Format: (000) 000-0000.
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  • Ohio Employer Consent for the Release of Information

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

  • Signatures

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

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Assignment of Consumer Authorized Representative

    An Authorized Representative can be a Consumer’s legal guardian, family member or any other person identified by the Consumer/Employer in consultation with the staff to manage Consumer/Employer duties when the Consumer/Employer is unable to do so independently.

    An Authorized Representative must:

    1. Show a strong personal commitment to the Consumer/Employer
    2. Show knowledge about the Consumer/Employer's preferences
    3. Agree to visit the Consumer/Employer at least every pay period
    4. Be willing and able to meet all program requirements for the Program
    5. Be at least 18 years old
    6. Be willing to submit to criminal background checks, if requested
  •  An Authorized Representative Cannot:

    1. Be paid for this service or be hired by the Consumer/Employer as a provider/employee
    2. Be known to conduct illegal activites
    3. Have any history or physical, mental or financial abuse
  • Format: (000) 000-0000.
  • I the participant hereby assign the person stated below as my Authorized Representative in the ComCare Program:

  • Format: (000) 000-0000.
  • Authorized Representative: Please initial to indicate your understanding below:

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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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  • I hereby agree to serve as the Authorized Representative fo the above named Participant and understand my responsibilities and duties under the ComCare Program.

  • Clear
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  • Ohio ComCare Sidney Employer "How Much Can I Pay"

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • The following table shows the approximate hourly cost to you to pay an employee.

    The "Employee Wage" column is the rate of pay the employee will receive.

    The "Employer Tax Markup" is the cost of employer taxes, which includes Social Security tax, Medicare tax, Unemployment Insurance taxes, and Worker's Compensation coverage, that Morning Sun will pay on your behalf.

    The "Total Cost to budget" column includes employee wage + employer taxes + worker's compensation insurance and is the amount applied against the budget.  

     

    ComCare Sidney CSS

    Employee Wage - per hour Employer Tax Markup Total Cost to budger - per hour
    $18.76  13.40% $21.28

     

  • Ohio Payroll Schedule

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Ohio 01/01/2026 through 12/31/2026

  • Payroll Period Start Date Payroll Period End Date

    Timesheet Due Date

    Pay Date

    1/1/2026 1/15/2026 1/16/2026 1/30/2026
    1/16/2026 1/31/2026 2/1/2026 2/13/2026
    2/1/2026 2/15/2026 2/16/2026 2/27/2026
    2/16/2026 2/28/2026 3/1/2026 3/13/2026
    3/1/2026 3/15/2026 3/16/2026 3/31/20256
    3/16/2026 3/31/2026 4/1/2026 4/15/2026
    4/1/2026 4/15/2026 4/16/2026 4/30/2026
    4/16/2026 4/30/2026 5/1/2026 5/15/2026
    5/1/2026 5/15/2026 5/16/2026 5/29/2026
    5/16/2026 5/31/2026 6/1/2026 6/15/2026
    6/1/2026 6/15/2026 6/16/2026 6/30/2026
    6/16/62026 6/30/2026 7/1/2026 7/15/2026
    7/1/2026 7/15/2026 7/16/2026 7/31/2026
    7/16/2026 7/31/2026 8/1/2026 8/14/2026
    8/1/2026 8/15/2026 8/16/2026 8/31/2026
    8/16/2026 8/31/2026 9/1/2026 9/15/2026
    9/1/2026 9/15/2026 9/16/2026 9/30/2026
    9/16/2026 9/30/2026 10/1/2026 10/15/2026
    10/1/2026 10/15/2026 10/16/2026 10/30/2026
    10/16/2026 10/31/2026 11/1/2026 11/13/2026
    11/1/2026 11/15/2026 11/16/2026 11/30/2026
    11/16/2026 11/30/2026 12/1/2026 12/15/2026
    12/1/2026 12/15/2026 12/16/2026 12/31/2026
    12/16/2026 12/31/2026 1/1/2027 1/15/2027
    1/1/2027 1/15/2027 1/16/2027 1/29/2027
    1/16/2027 1/31/2027 2/1/2027 2/12/2027

     

  • Important Notes

    • The timesheet due date is the last date your time entry will be accepted for on-time payment
    • You must approve your time entries on or before the due date, even if the due date is a holiday
    • Hours worked on holidays through self-directed services paid through Morning Sun Financial Services are not eligible for additional pay or time off
  • Payroll Contact Information

    • Phone: 1-844-450-5444
    • Fax: 1-866-233-3792
    • Email: MS-OHpayroll@morningsunfs.com 
    • Mailing: Morning Sun Financial Services-OH, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427
  • Employer Workers Compensation Guidelines

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Ohio Employer EVV Data Information Form

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • The 21st Century Cures Act directs state Medicaid programs to require providers of home and community based services to use an Electronic Visit Verification (EVV) system to document services rendered. Morning Sun, as your Fiscal Employer Agent (FEA), will manage the initial setup of the employer, employee's and participant's information within the Electronic Visit Verification (EVV) system. Please complete all sections to provide the contact information for the Participant, Employer, Employee and Authorized Representative (if applicable).

    By completing this form and signing below, you are consenting to enrollment in the EVV system, which uses Global Positioning System (GPS) for any services received in the home/community.

  • Participant

    This is the person that receives services. Other terms include, Consumer, Client, or Person Served
  • Format: (000) 000-0000.
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  • Employer

    This is the person that is responsible for supervising an Employee. In some cases, the Employer can be the Participant or their Authorized Representative.
  • Format: (000) 000-0000.
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  • Authorized Representative

    This is a person that can act on the Employer's behalf
  • Format: (000) 000-0000.
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  • Employee

    This is the person that is responsible for providing services to the Participant
    • Employee 1 
    • Format: (000) 000-0000.
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    • Employee 2 
    • Format: (000) 000-0000.
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    • Employee 3 
    • Format: (000) 000-0000.
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    • Employee 4 
    • Format: (000) 000-0000.
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    • Employee 5 
    • Format: (000) 000-0000.
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    • HIDE- End 
    • Signatures

      I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
    • Any changes to personal information above requires a notification to Morning Sun Financial Services using the Employee Change Form, found on our website at www.morningsunfs.com. 

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

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  • Ohio JFS 20100 Report to Determine Liability

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Format: (000) 000-0000.
  • 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/
  • Certification: I herby certify that the information given in this report is true to the best of my knowledge and belief.

  • Format: (000) 000-0000.
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  • Ohio JFS 20106 Employer’s Representative Authorization

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Format: (000) 000-0000.
  • 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 hereby acknowledge that by signing this document I relieve the Ohio Department of Job and Family Services from any liability arising from the exercise of rights and causes of action on account of or growing out of failure of the undersigned to receive any correspondence sent to the representative indicated in Section III, including, but not limited to:

    1. Notification required by Section 4141.26;
    2. Injury caused by untimely appeal.

    This authorization, voluntarily given by the undersigned, shall remain in full force and effect until such time as the agency is notified in writing by the undersigned or by the designated representative that the relationship has been dissolved.

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  • Ohio Dept of Taxation TBOR1 Form

    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/
  • I certify, under penalties of perjury, that I am the taxpayer or that I am a corporate officer, LLC member, general partner, guardian, tax manager, or similar employee authorized to act on tax matters, executor, receiver, administrator or trustee on behalf of the taxpayer and that I have the authority to execute this form on behalf of the taxpayer. If this form is not properly completed, this Declaration of Tax Representative will not be processed.

  • Format: (000) 000-0000.
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  • E-Verify Memorandum of Understanding

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

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

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


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

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

    What is E-Verify?

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

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

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

  • Signatures

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

    I understand and accept that my electronic signature will be as valid as a handwritten signature and considered original to the extent allowed by applicable law. Please see the Consumer Consent Disclosure at https://www.jotform.com/consumer-consent-disclosure/
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  • Federal Application for Employer Identification Number (SS-4)

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

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • 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
  • Format: (000) 000-0000.
  • 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
  • Format: (000) 000-0000.
  • 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
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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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