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 Management Unit, 33 University Hall, Mail Code 3544. 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 | 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) | C | |||
Statement
- Employment not Covered by Social Security Send to: UCHR Benefits, Records Management |
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
|
R | |||
UC
Policy on Substance Abuse to comply with Federal Drug Free Workplace
Act |
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
