Human Resources

Required Forms Checklist for Hire/Rehire

Instructions:

Print this checklist. Click here for printable page.
Complete all forms as noted in the checklist below. Include Employee ID on all forms.
Attach all forms except health insurance, other benefits forms (e.g., 403B forms), and alien documents (e.g. 8233 and tax treaty articles) to this checklist and send to Human Resources, Records & Data Management Unit, 2150 Shattuck Ave, Suite 750, Mail Code 3540. Use an HR pouch if available; if not, use a regular envelope.

Department:		Today's Date:
Employee Name:		Employee ID:
HR Administrator:		Phone Number:
	Form	Reference	Hire	Rehire
	State Oath of Allegiance	UPAY585	R - US Citizens	C - US Citizens
	Patent Policy Acknowledgement	UPAY585	R - All Employees
	Employment Eligibility Verification (Form I-9)	Federal I-9	R	C
	Benefits Eligibility Level Indicator (BELI) and Status Qualifier Code (SQC)	UPAY 726	R	C
N/A	Demographic Data Transmittal	U5605	Destroy after data entry into HRMS
	Payroll Earnings Distribution Authorization (Direct Deposit)	UPAY 544A-1	R	C
	Federal/State Withholding Allowance Certificate (Resident W4)	UC W-4/DE 4	R	C
	Health Insurance and other benefits forms (e.g., 403B, etc.)	n/a	C
	Alien Forms (e.g., Certificate of Foreign Status for Federal Tax Withholding, Form 8233, Tax Treaty article, Work Authorization document, I-94, and Non-Resident W4)	Glacier	C
	Statement - Employment not Covered by Social Security Send to: UCHR Benefits, Records Management P.O. Box 24570 Oakland, CA 94623-1570	UCRS 419	R-All employees not Covered by Social Security
	Conflict of Interest for Public Officials: Letter from UCB Controller's Office http://hrweb.berkeley.edu/policy/newhire.doc Disqualification Requirements http://www.ucop.edu/ogc/coi/info.html Print both documents and give them to the employee. Check the box on the left to indicate the employee has received these documents.		R
	UC Policy on Substance Abuse to comply with Federal Drug Free Workplace Act Print the following documents at the links shown, give to the employee, and check the box that you have done so: Campus Substance Abuse Policy overview Complete text of Policy Resources on Drugs and Alcohol and dealing with Substance Abuse		R-All employees
R - Required C - Conditionally required. For detailed instructions, see Hire/Rehire Forms.

*To download or order benefits forms, see http://hrweb.berkeley.edu/forms/formlist.htm

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Human Resources Management System

Required Forms Checklist for Hire/Rehire

Instructions: