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Before You Begin
There are 3 main sections of Online Enrollment:
- Company Information - Submit required company information.
- Employee Information - Submit required employee related information.
- Print Documents - Print required enrollment documents and review the steps needed to
complete your enrollment process.
If at any time you wish to
leave Online Enrollment, just close your browser. Your information will be saved and you will be logged out of the system.
You can return to Online Enrollment at any time to complete the enrollment process by
clicking on the link in the "Return to Enrollment" box on the login page and logging back into the
site.
Information Needed to Complete
Enrollment
Please gather the following company and employee
related information before beginning Online Enrollment. This
information is required in order to accurately setup your account.
Once you complete
the online enrollment process, you will not be able to access your account online for 3 - 7 business
days.
| Required Enrollment Information |
| Company Information |
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Proof of Federal Employer Identification Number (FEIN) from the IRS:
Required for registering
exact legal name and ID Number in order to pay taxes on your behalf.
Examples of acceptable proof include:
8109 tax coupon,
940 report,
940 voucher,
941 report,
IRS letter or
SS4 application.
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State and Local Income Tax ID Numbers:
Required for making appropriate tax payments.
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Proof of State Unemployment Insurance(SUI) ID Number and Rate:
Required from each state
where business operates for making appropriate tax payments. (i.e., Tax Rate Change Notice,
recent State Return, letter from the state. |
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Company Payroll Banking Information:
Required for payroll services, must include
bank name, account number and routing number.
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Regular Payroll Schedule |
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Benefit Tracking Information (optional) |
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Dept/Location tracking Information (optional) |
| Employee Information |
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Personal Information:
Name, address, phone number, email address and social security number
for every employee paid in the current calendar year including terminated employees. |
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Pay Information:
Hire date, birthdate, status (active or terminated), type and pay rate.
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Tax (W-4) Information:
State, local authority, filing status and exemptions.
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Direct Deposit Information:
Bank account number(s), routing number(s) and amount(s).
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Deduction Information: Name and withholding amount for each (i.e., medical, dental, garnishment).
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Benefits Information: starting totals and accumulation amounts for each (i.e., vacation,
sick, personal). |
| Enrollment Documents |
| You will need to print, sign and return the
following forms. Additional forms may apply based on your company's status and will be provided during enrollment. |
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Payroll Services Agreement
This form outlines the terms and conditions of our payroll service. |
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Tax Information Authorization
This form authorizes tax withholding and electronic payment of taxes. |
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State Power of Attorney(s)
These forms give us power of attorney to work with state tax authorities on your behalf.
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Continue
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