Employment Forms You will spend a considerable amount of time in the human resources department completing necessary forms for your employment. Come prepared with the personal information or documentation that will be required for a multitude of forms. You will need your Social Security number, emergency contact informa- tion, and other personal information. Examples of employment forms you will need to complete include Form I-9, Form W-4, and benefits forms. Form I-9 Be prepared to complete a Form I-9 Employment Eligibility Verification. The Form I-9 is used to verify an employee’s identity and that he or she is autho- rized to work in the United States. This form is from the US Department of Homeland Security. Figure 13-1 illustrates the portion of the form that shows citizen- ship status. Both citizens and noncitizens are required to complete this form. You must complete and sign the Form I-9 in the presence of an authorized representative of the human resources department. Documentation of your identity must be presented at the time the form is signed. Acceptable documentation commonly used includes a valid driver’s license, state-issued photo ID, or passport. A list of other acceptable documents is listed on the form. The human resources depart- ment will explain this form and answer any questions you may have. Form W-4 You will also complete a Form W-4 Employee’s Withholding Allowance Certificate. A Form W-4 is used by the employer for the information necessary to with- hold the appropriate amount of taxes from your pay- check. Deductions are based on your marital status and the number of dependents you claim, including yourself. Based on your elections, the amounts with- held from your paycheck are forwarded to the appro- priate government agency. Figure 13-2 shows a com- pleted Form W-4. By the end of January, an employer must send each employee a Form W-2 Wage and Tax Statement to use when filing income tax returns. This form summarizes all wages and deductions for the previous year for an individual employee. For example, an employee will receive a Form W-2 in January of 2019 that summarizes all wages and deductions received in 2018. United States Department of the Treasury, Internal Revenue Service Goodheart-Willcox Publisher FIGURE 13-2 A Form W-4 is used by the employer for the information necessary to withhold the appropriate amount of taxes from your paycheck. Separate here and give Form W-4 to your employer. Keep the top part for your records. W-4 Form Department of the Treasury Internal Revenue Service Employee’s Withholding Allowance Certificate Whether you are entitled to claim a certain number of allowances or exemption from withholding is subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS. OMB No. 1545-0074 20-- 1 Your first name and middle initial Last name 2 Your social security number Home address (number and street or rural route) City or town, state, and ZIP code 4 If your last name differs from that shown on your social security card, check here. You must call 1-800-772-1213 for a replacement card. 5 Total number of allowances you are claiming (from line H above or from the applicable worksheet on page 2) 6 Additional amount, if any, you want withheld from each paycheck . . . . . . . . . . . . . . 7 I claim exemption from withholding for 20--, and I certify that I meet both of the following conditions for exemption. • Last year I had a right to a refund of all federal income tax withheld because I had no tax liability, and • This year I expect a refund of all federal income tax withheld because I expect to have no tax liability. If you meet both conditions, write “Exempt” here . . . . . . . . . . . . . . . Under penalties of perjury, I declare that I have examined this certificate and, to the best of my knowledge and belief, it is true, correct, and complete. Employee’s signature (This form is not valid unless you sign it.) 8 Employer’s name and address (Employer: Complete lines 8 and 10 only if sending to the IRS.) 9 Office code (optional) 10 Employer identification number (EIN) For Privacy Act and Paperwork Reduction Act Notice, see page 2. Date Cat. No. 10220Q Form (20--) W-4 Kristy A. James 000 00 0000 1027 Cedar Street Franklin, IL 65432 Kristy A James 01/02/-- 7 6 5 $ 0 Note: If married, but legally separated, or spouse is a nonresident alien, check the “Single” box. Married, but withhold at higher Single rate. Married Single 3 X Copyright Goodheart-Willcox Co., Inc. 209 Chapter 13 Your First Day on the Job