• Morning Sun Financial Services of Tennessee Employer 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 “MSFS Pre-fill” role.

  • Select role*
  • Morning Sun Financial Services of Tennessee Employer Enrollment Packet

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Click the print icon in the top right corner to print
  • Tennessee 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 experience provider of fiscal agent and support brokerage services. We have operated as a fiscal agent since 1998 with a reputation for excellent customer service in Minnesota. Morning Sun Financial Services began offering financial management services to other states in 2006. 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 timecards 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 work with you and the Tennessee Commission on Aging and Disability to 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 TCAD guidlines. 

     

    To assisst you with consumer directed resources, we provide the services of a Support Broker. Your Support Broker will be available to meet with you in person and to help you with forms, employees and other tasks. We have enclosed all of the forms and instructions you need to get started as an emplyer or to transfer your financial management services to us. Please take a few minutes to thoroughly read the forms and instructions. Also, please make sure you have filled in all sections of the paperwork so that processing of your paperwork is not delayed.

     

    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 Monday through Friday; we are available by cell phone during those hours if we are not in the office. Our phone number is 1-844-450-5444.

     

    Thank you,

     

    Cheryl Vennerstrom

    Chief Operating Officer

  • Tennessee Employer Roles and Information

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

    The Fiscal Management Service (FMS) or Payroll Agent is responsible for processing time records, paying employees, paying payroll taxes, and maintaining employment law compliance.
  • Participant

    This is the person that receives services. Other terms include, Consumer, Client, or Person Served
  • Participant Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Participant Gender*
  • Is this a transition FROM another Fiscal Agent TO Morning Sun Financial Services?*
  • Does the Participant have a Responsible Representative? If yes, your Case Manager will complete and submit to Morning Sun Financial Services*
  • 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.
  • Employer Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Case Manager

    This is a person 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.
  • Authorized Representative Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
    • 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. 

    • Date of Signature*
       - -
      2 digit month, 2 digit day, 4 digit year
  •  
  • Tennessee Employer Guide to Employer and Employee Forms

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Guide to Employer Forms 

    1. SS-4 – Application for Employer Identification Number - This form is used to verify your existing Federal Employer Identification Number (FEIN) and/or obtain a new FEIN if you do not currently have a FEIN. NOTE: If you already have a FEIN, you still MUST fill out IRS Form SS4 so Morning Sun can verify your existing FEIN with the IRS.

    1. If you do OR do not have a FEIN, please complete ONLY Lines 1, 5a, 5b, 6, 7a, and 7b. NOTE: In line 7b, please enter the Employer Social Security Number and NOT your existing FEIN (if applicable). The IRS will not order a new FEIN or validate an existing FEIN without a valid social security number.


    2. Please print and sign your name at the bottom of the form, and include your telephone number in the appropriate box. Please make sure your signature and date is in blue or black ink and is not a digital signature, as the IRS will not accept form SS4 if it is digitally signed and dated.
     

    2. Form 2678 – Employer / Payer Appointment of Agent – This form gives authorization for Morning Sun Financial Services to act as your Payroll Agent. Please complete the highlighted lines in Part 2 of this form and return it to Morning Sun Financial Services.


    1. Employer Identification Number (if you have an EIN or know your EIN – otherwise leave it blank).
    2. Employer’s Name.
    3. Employer’s home mailing address.
    4. At the bottom of Part 2 on page 1 – sign, date, printed name, telephone number.

    3. IRS Form 2848 - Power of Attorney and Declaration of Representative - This form authorizes Morning Sun to represent your business before the IRS and complete necessary filings. Please complete highlighted sections in Part 1 and Part 7 of this form.


    1. Part 1: Employer name and home mailing address
    2. Part 1: Employer phone number
    3. Part 7: In the middle of page 2 – sign, date, printed name.


    4. Form 8821 – Tax Information Authorization – This form authorizes Morning Sun Financial Services to inquire and request information related to payroll reports on your behalf.


    1. Please complete all of section 1.
    2. Please complete all of section 7.


    5. Form 1D – State Unemployment Tax Registration – This form is used for registering the employer to pay SUTA tax if the payroll reaches $1,000 or more for any quarter during the year. Complete all applicable fields according to the instructions on the back of the form and send back to Morning Sun.

    6. Working Agreement – This is a Working Agreement between you, the Employer and Morning Sun Financial Services. Please read through this agreement, complete the highlighted sections, and return to Morning Sun.


    7. Consent for the Release of Information – This form allows Morning Sun to exchange information with the state, your representative or anyone in your life you want Morning Sun to talk to. Please complete the highlighted sections, and return to Morning Sun.


    8. EVV Data Information Form – This form is use to set-up of the employer, employee's, and participant's information within the Electronic Visit Verification system (EVV). Please read and complete all sections to provide the contact information for the Participant, Employer, and Authorized Representative (if applicable).

    9. “Cost to You” Sheet– This form is a guide to be used by the employer to determine the hourly wage to pay the employees hired to work with the participant. You as the employer may pay your employees whatever wage you like, as long as it is at least the Louisiana minimum wage. Just make sure that the wage chosen stays within reason because it is subject to your annual approved budget.

    10. Morning Sun of Tennessee Payroll Schedule –This form details the start and end dates of each pay period. This includes the date time entry approvals are due to the Morning Sun payroll department and the date employees can expect to receive their pay checks. The bottom of the Payroll Schedule also has the different ways to contact Morning Sun.

  • Tennessee Employer Responsibilities and Services

    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.

  • What Does Morning Sun Financial Services Do For You?


    As Your Financial Management Agency, Morning Sun Financial Services will:

    • Pay your workers after you submit their timecards on a regular schedule
    • Withhold and pay the payroll taxes
    • Make sure all laws are followed
    • Complete required background studies for your workers
    • Keep worker files with employee paperwork, training and other records
    • Issue tax statements at the end of the year

    Morning Sun Financial Services Also Provides you a Support Broker who will:

    • Explain what it means to self direct your services
    • Explain your budget and the rates you can pay your workers
    • Help you stay within your budget
    • Help you find someone to hire
    • Help you decide how much to pay the people you hire
    • Help you fill out your employer and employee paperwork
    • Help you write a schedule for the people who work for you
    • Help you decide if the people you hire are doing a good job
    • Help you train the people who work for you
    • Help you with your monthly review of your worker’s daily notes
    • Help you with sending in your worker’s timesheets each month
    • Help you with your individual support plan and your risk assessment tool
    • Help you with any other things to manage yourself directed services

     

  • Tennessee Employer Working Agreement

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • This agreement is made to be effective as of*
     - -
    2 digit month, 2 digit day, 4 digit year
  • By and between Morning Sun Financial Services of Tennessee, LLC, (Morning Sun Financial) a Minnesota organization with principal offices located at 9400 Golden Valley Road, Golden Valley, MN, 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 an 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 Louisiana 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 Tennessee 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 Tennessee.

    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 Tennessee, LLC

    By: 

    Its: CFO, Morning Sun Financial Services of Tennessee

     

  • 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.
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Tennessee Employer Consent for the Release of Information

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • I, the Participant, hereby authorize Morning Sun Financial Services to exchange information with the following persons or agencies
  • The following information may be exchanged
  • 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/
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Tennessee TCAD 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 "cost to you" is the amount that will come out of your allocation. The "cost to you" includes employer taxes and worker's compensation insurance costs that Morning Sun will make on your behalf. The amount of those taxes is broken down at the bottom of this page. 

     

      X 1.1095 =  
    Employee Wage   Taxes/Work Comp   Cost to You

     

    Personal Care, Homemaker, Chore

    Employee Wage Cost To You  
    $20.00 $22.19  
    $20.50 $22.75  
    $21.00 $23.30  
    $21.50 $23.86  
    $22.00 $24.41  
    $22.50 $24.97  
    $23.00 $25.52  
    $23.50 $26.08  
    $24.00 $26.63  
    $24.50 $27.19  
    $25.00 $27.74  
    $25.50 $28.30  
    $25.61 $28.42 MAX

     

     
    Respite

    Employee Wage Cost To You  
    $22.00 $24.41  
    $22.50 $24.97  
    $23.00 $25.52  
    $23.50 $26.08  
    $24.00 $26.63  
    $24.50 $27.19  
    $25.00 $27.74  
    $25.29 $28.06 MAX

     

    Transportation

    Employee Wage Cost To You
    $20.00 $22.19
  •  

    Total Employer Contributions Include the Following:

    FICA (Social Security) 6.20%
    Medicare 1.45%
    FUTA 0.60%
    SUTA 2.7%
    Total Cost 10.95%

     

     

    Please Note:

    The amounts in the table above are examples only. You are free to pay your employees hourly wage you want, as long as the employee is paid at least $15.00 per hour and is not paid more than the maximum rate allowed.

    If the wage is not listed above just take the wage you want to pay and multiply the amount by 1.1095. This will give you the approximate "cost to you".

  • Tennessee Payroll Schedule

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • January 2026 through December 2026

  • Payroll Period Start Date Payroll Period End Date

    Timesheet Due Date

    Pay Date

    Late Timesheet Off-Cycle Pay Date
    01/01/2026 01/15/2026 01/19/2026 01/30/2026 02/03/2026
    01/16/2026 01/31/2026 02/04/2026 02/13/2026 02/18/2026
    02/01/2026 02/15/2026 02/19/2026 02/27/2026 03/03/2026
    02/16/2026 02/28/2026 03/04/2026 03/13/2026 03/17/2026
    03/01/2026 03/15/2026 03/19/2026 03/31/2026 04/02/2026
    03/16/2026 03/31/2026 04/04/2026 04/15/2026 04/17/2026
    04/01/2026 04/15/2026 04/19/2026 04/30/2026 05/04/2026
    04/16/2026 04/30/2026 05/04/2026 05/15/2026 05/19/2026
    05/01/2026 05/15/2026 05/19/2026 05/29/2026 06/02/2026
    05/16/2026 05/31/2026 06/04/2026 06/15/2026 06/17/2026
    06/01/2026 06/15/2026 06/19/2026 06/30/2026 07/02/2026
    06/16/2026 06/30/2026 07/04/2026 07/15/2026 07/17/2026
    07/01/2026 07/15/2026 07/19/2026 07/31/2026 08/04/2026
    07/16/2026 07/31/2026 08/04/2026 08/14/2026 08/18/2026
    08/01/2026 08/15/2026 08/19/2026 08/31/2026 09/02/2026
    08/16/2026 08/31/2026 09/04/2026 09/15/2026 09/17/2026
    09/01/2026 09/15/2026 09/19/2026 09/30/2026 10/02/2026
    09/16/2026 09/30/2026 10/04/2026 10/15/2026 10/19/2026
    10/01/2026 10/15/2026 10/19/2026 10/30/2026 11/03/2026
    10/16/2026 10/31/2026 11/04/2026 11/13/2026 11/17/2026
    11/01/2026 11/15/2026 11/19/2026 11/30/2026 12/02/2026
    11/16/2026 11/30/2026 12/04/2026 12/15/2026 12/17/2026
    12/01/2026 12/15/2026 12/19/2026 12/31/2026 to be determined
    12/16/2026 12/31/2026 01/04/2027 01/15/2027 01/20/2027
    01/01/2027 01/15/2027 01/19/2027 01/29/2027 02/02/2027
    01/16/2027 01/31/2027 02/04/2027 02/12/2027 02/17/2027

     

  • Important Notes

    • Timesheets received after the due date are not guaranteed on time payment and will be processed on the next scheduled pay date.
  • Payroll Contact Information

    • Phone: 1-844-450-5444
    • Fax: 1-855-767-4872
    • Email: TNpayroll@morningsunfs.com 
    • Mailing: Morning Sun Financial Services of Tennessee, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427
  • Tennessee Department of Labor & Workforce Development Report to Determine Status Application for Employer Number

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Employer 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/
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Tennessee Department of Labor & Workforce Development Declaration of Representative

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

    This verifies that Morning Sun Financial Services (Representative) is authorized to represent the Employer
  • Was the TN Employer Account Number applied for?*
  • This authorization supersedes all similar authorizations. This form also authorizes the TDLWD to, in accordance with applicable law, release to the Representative any documentation relating to the Employer's account that it could release to the Employer.

  • 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/
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Tennessee Department of Labor & Workforce Development Separation Notice

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Read the directions before continuing
  • Employee Information

  • Employee Previous Start Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Employee Previous End Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • What is the reason for their Separation?*
  • Indicate if Layoff is:*
  • What is the recall date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • When will vacation pay end*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Employee Received:*
  • Period of pay start date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Period of pay end date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Employer Information

  • Format: (000) 000-0000.
  • Notice to Employer

  • Within 24 hours of the time of separation, you are required by Rule 0800-09-01-.02 of the Tennessee Employment Security Law to provide the employee with this document, properly executed, giving the reasons for separation. If you subsequently receive a time sensitive request for separation information for the same information please give complete information in your response.

  • Notice to Employee

  • YOU MAY BE INSTRUCTED TO MAIL OR FAX THE SEPARATION NOTICE TO TENNESSEE CLAIMS OPERATIONS IF YOU FILE A CLAIM FOR UNEMPLOYMENT INSURANCE BENEFITS.

  • 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 that the above worker has been separated from work and the information furnished hereon is true and correct. This report has been handed or mailed to the worker.

     

    Note: A copy of this form will be emailed to the Employee when the form is submitted. 

  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • E-Verify Memorandum of Understanding

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Immigrant and Employee Rights (IER) Right to Work Notice
  • 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. 

  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • 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/
  • Page 15 of the E-Verify Memorandum of Understanding for E-Verify Employer Agents
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Federal Application for Employer Identification Number (SS-4)

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Instructions
  • 18 Has the applicant entity shown on line 1 ever applied for and received an EIN?
  • 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/
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • 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/
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Federal Employee/Payer Appointment of Agent (2678)

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • Instructions
  • New Mailing Addresses
  • 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/
  • Date of Signature*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Document Upload

    For questions, please contact Morning Sun Financial Services at 1-844-450-5444
  • ARCHIVE- Do you have a photo ID such as a Driver's License or State Identification Card to upload? (For Identification Purposes)
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Do you have any other items/documents you would like to upload? (EX: Guardianship paperwork, etc.)*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
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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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