Each of these forms is returned to Morning Sun Financial Services of Tennessee.
1. Employment Tax Information Questionnaire – A Household Worker is a person that is employed by an individual to do work in the individuals own home. Most Household Workers are required to have employment taxes withheld from their paychecks but there are some exceptions. The information collected within this form will allow Morning Sun to determine if you are exempt from certain employment taxes. This information is required.
2. Direct Deposit/Pay Card Enrollment – The fastest and most efficient way for an employee to receive their pay is to enroll in either Direct Deposit into a bank account or a deposit to a Pay Card. Either one of these options will guarantee you will receive your pay on the expected pay date rather than waiting for a check to arrive by mail. Please complete this form to choose how you would like to receive your pay.
To Complete the Direct Deposit/Pay Card Enrollment:
- 1. Complete all information asked on the Direct Deposit/Pay Card Enrollment.
- 2. If you are choosing to receive your pay card, fill in The rapid! PayCard issued by Mastercard card section. When Morning Sun receives your enrollment form, a pay card will be mailed out to you to the address you have provided in the Employee Authorization section along with activation instructions.
- 3. If you are choosing to have your pay deposited into your own checking or savings account, fill in the section titled “Direct Deposit”.
- a. You must attach a voided check or a letter from your bank that provides your bank routing number and your personal account number. Please write “VOID” across your check.
- 4. Sign and date the form
- 5. If you feel your best option is to receive a check in the mail, please check the box to receive a paper check.
- 6. If you do not complete this form you will receive your pay by receiving a check in the mail.
3. Form W-4 – This form will be used to instruct the payroll system how to tax your wages and withhold the appropriate taxes based on those earnings. If the W- 4 is sent to the Morning Sun incomplete Morning Sun will need to send the form back for completion of the missing information. If you are unsure of how to fill out this form to claim the appropriate withholding, please see the instructions included with the form or use the wage calculator on the irs.gov website https://www.irs.gov/individuals/irs-withholding-calculator. Morning Sun can only advise you on how to fill out the form. No advice can be given. Please contact your tax advisor for help. This form is required.
4. The IRS Notice 797 is provided to each new employee hired. This notice provides the worker with information about the Federal Earned Income Credit and how to identify if you qualify for this credit when you file your personal tax returns. You may keep this page.
5. I-9/Employment Eligibility/E-Verify— all new employees are required to present proof of employment eligibility and complete an Immigration and Naturalization Service "Employment Eligibility Verification (Form I-9)" upon hire. Please fill out all of Section 1. You must show the proper forms of identification to your employer. This form is required.
To Complete the Employment Eligibility Form I-9:
- The Employee-Section 1.
- 1. Print your last name, first name, middle initial (if applicable), and home address.
- 2. Fill in the box requesting your date of birth
- 3. Fill in the box requesting your social security number
- 4. Fill in your email address and telephone number- these are optional.
- 5. Place a check in the box that best states your citizenship status
- 6. Sign and date where it says, “Signature of Employee”
- The Employer-Section 2.
- 1. The Employer will show the worker the Lists of Acceptable Documents on page 3 of the form I-9 and instruct the worker to provide either one document from:
- List A (which verifies both identity and the right to work in the US), OR
- One document from List B (verifies only identity) combined with a document from List C (verifies only the right to work in the US).
- 2. The Employer may not ask for a specific document and must accept and document or combination of List B and List C documents on the list of acceptable documents. Employer cannot ask for more documentation than is required by law.
- 3. When the worker has provided a List A, or List B and C document, on page 2 of the Form I-9 the Employer will write down the document information in the appropriate box for List A, List B and/or List C. They must include the document type, issuing authority, document number, and expiration date (if there is one) for all documents received.
- 4. A photocopy of each document will need to be made and sent to Morning Sun with the completed I-9.
- 5. The date these documents were reviewed should be included in the section titled CERTIFICATION.
- 6. This section must be completed within three business days of hire.
- 7. The Employer should then sign, print their name, title (owner, employer), business address (usually the participants address) and date.
- *You must submit a photocopy of your I-9 documents to Morning Sun Financial Services!
- *Morning Sun will use the information provided on the Form I-9 to verify employment eligibility through E-Verify the US Department of Homeland Security.
6. Employee Agreement Form – You as the Provider/Employee will read each of the agreements then sign and date page 2 to verify your acknowledgement and agreement to abide by the terms, conditions and responsibilities as stated above.