whhaatt it too ebbr rinngg at too nemmppl ......updated 11.4.2016 employee health services 700...

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Name: _________________________________________ WHAT TO BRING TO EMPLOYEE HEALTH AND ORIENTATION Health Assessment Form and Immunization/Vaccination Records. Bring glasses/contacts if applicable Background Check and Background Information Disclosure (BID) Form (Note: If you have ever been convicted of a misdemeanor or felony, you must bring the Judgement of Conviction and Criminal Complaint for each offense as soon as possible but no later than the Tuesday before your start date) Federal I-9 (Employment Eligibility Verification) and Appropriate Forms of Identification (Note: Please see page 3 of the I-9 for a list of acceptable form(s) of identification) Licenses/Certifications, CPR card, and/or Diploma’s/Transcripts - if applicable WT-4 (State Tax Withholding) and W-4 (Federal Tax Withholding) Based on your current position, there are no benefit enrollment forms you need to complete. Human Resources will contact you in the future if you have a job change that triggers a change to your benefit eligibility. Please bring the following completed forms with you to your Employee Health Screening!

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Page 1: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

Name: _________________________________________

WWHHAATT TTOO BBRRIINNGG TTOO EEMMPPLLOOYYEEEE HHEEAALLTTHH AANNDD OORRIIEENNTTAATTIIOONN

Health Assessment Form and Immunization/Vaccination Records. Bring glasses/contacts if applicable

Background Check and Background Information Disclosure (BID) Form (Note: If you have ever been convicted of a misdemeanor or felony, you must bring the Judgement of Conviction and Criminal Complaint for each offense as soon as possible but no later than the Tuesday before your start date)

Federal I-9 (Employment Eligibility Verification) and Appropriate Forms of Identification (Note: Please see page 3 of the I-9 for a list of acceptable form(s) of identification)

Licenses/Certifications, CPR card, and/or Diploma’s/Transcripts - if applicable

WT-4 (State Tax Withholding) and W-4 (Federal Tax Withholding)

Based on your current position, there are no benefit enrollment forms you need to complete. Human Resources will contact you in the future if you have a job change that triggers a change to your benefit eligibility.

Please bring the following completed forms with you to your Employee Health Screening!

Page 2: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

Updated 11.4.2016

EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 

Madison, WI 53792 P: (608) 263‐7535  F: (608) 262‐7284 [email protected] 

 

HEALTH ASSESSMENT FORM 

PERSONAL INFORMATION  

  NAME 

  TELEPHONE NUMBER COUNTRY OF BIRTH BIRTH DATE

   EMAIL ADDRESS   

 

PRIMARY HEALTH CARE PROVIDER/CLINIC 

  NAME TELEPHONE NUMBER

  ADDRESS   

HEALTH HISTORY: PLEASE ANSWER ALL OF THE QUESTIONS TO THE BEST OF YOUR KNOWLEDGE  

Describe and give year of any health conditions, operations and/or major injuries:

Allergies (medications and/or food; include reactions):       

      Prescription Medications           

1 of 5 

TODAY’S DATE 

Are you interested in quitting? 

YES NO Alcohol Abuse/ Alcoholism  YES NO 

Drug Abuse/ Addiction  YES NO 

Tobacco Use  YES NO 

Page 3: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

2 of 5 

   

 LATEX ALLERGY 

 

Do you have an allergy to any rubber/latex products?  YES              NO             UNSURE 

If yes: Have you been tested/evaluated by a health care provider for this allergy?  YES  NO

List the products you are allergic to:  

 Describe the type of reaction you have:  

 If no: Have you had any skin rashes or breathing problems after handling or being exposed to any of the following products? 

Rubber Gloves  YES  NO  Reaction: 

Balloons  YES  NO  Reaction:  

Other rubber products?  YES  NO  Reaction:  

  

 

TUBERCULOSIS (TB) 

  

Previous TB Skin Test   Most recent TB Skin Test  History of Positive TB Skin Test  BCG (Vaccine for TB) YES  NO  Date  Result  YES  NO  If yes, date:  YES  NO  UNSURE  If yes, date 

Have you ever taken medication (i.e. INH) for a positive TB Skin Test or active tuberculosis? 

Chest X‐Ray for TB 

YES  NO  If yes, Date  YES  NO  Date  Result

   

 

 

 

 

Page 4: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

3 of 5 

REVIEW OF SYSTEMS 

Instructions: Please check “Yes” or “No” depending on whether you have had a SIGNIFICANT history or RECENT problem with any listed items. 

Question  YES  NO  COMMENTS

Recent weight change

Fever/chills/night sweats

Fainting

Headaches/Migraines

Rashes/Skin problems

Cancer

Fatigue

Difficulty hearing/hearing aids 

Deafness 

Cough 

Liver disease/hepatitis 

Diarrhea 

Spleen removed 

Nausea/Vomiting 

Neck pain 

Back pain 

Disc problems/Sciatica 

Limited activities due to pain/injury 

Joint problems 

Muscle weakness 

Page 5: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

4 of 5 

    

Question  YES  NO  COMMENTS  

Use a brace or splint

 

Use of assistive devices

 

Carpal tunnel syndrome

 

Other hand/wrist problems  

Difficulty walking 

Seizures 

Do you have any medical or psychological  conditions (e.g., anxiety or depression) that you feel may prevent you from completely and safely performing the duties outlined in your job description, or do you require/ request any modifications to your job duties? 

  

While working with patients, there is the potential for mutual exposures to blood borne pathogens and communicable diseases. You have an ethical obligation to disclose any chronic communicable disease or blood borne pathogen infection, such as HIV, Hepatitis C, or Hepatitis B, prior to placement. Do you have a communicable disease or blood borne pathogen 

   infection?   

 Any other concerns you wish to discuss? If yes, please describe: 

  

WORK HISTORY 

Question  YES  NO  COMMENTS  

Have you ever had a job‐related injury or illness? Please include any blood/body fluid exposure. 

(If yes please describe) 

Page 6: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

5 of 5 

  

 Answer each of the following questions. Not all questions may apply to 

your position, and will be discussed at your appointment.  

Do you have, or have you ever had any of the following? (Please check all that apply) 

Question  YES  NO  COMMENTS

Difficulty sitting for long periods

Difficulty moving or lifting patients

Difficulty lifting objects weighing up to 50 pounds

Difficulty lifting objects weighing up to 100 pounds

Difficulty with stairs, ladders or heights

Difficulty with repetitive lifting, bending, squatting,  twisting, reaching, pushing, pulling, standing or walking 

Difficulty tolerating heat, cold or dampness  

 

FOR ALL JOB CLASSIFICATIONS 

Disability/ Restrictions  YES  NO  COMMENTS

Do you have a documented disability? (If yes, describe)

Do you require an accommodation because of the disability? (If yes, describe)

Do you currently have any work restrictions? ( If yes, describe and note if these are temporary or permanent)

 

Additional information may be requested from my doctor(s)/health care provider(s) should any information be needed to clarify my ability to do the job for which I am applying. My responses on this 

form are true and correct to the best of my knowledge.  

Any misrepresentations in the requested information may result in any conditional offers of employment being withdrawn. 

  

 

Signature  Date    

 

                      Reviewer                                                                                                                        Date   

Page 7: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

Disclosure and Authority to Release Information

I understand that complying with State of Wisconsin requirements to conduct out of state criminal background checks for all employed caregivers, my employer, the University of Wisconsin Medical Foundation or University of Wisconsin Hospitals and Clinics will procure an investigative consumer report to comply with such background checks. I further understand that the Information to be sought will be limited to out of state criminal records, and confirmation of any data provided on this form and my application, including education verification.

I authorize the appropriate individuals, companies, institutions or agencies to release Information. An investigative consumer report may be generated summarizing this information. I have a right under the “Fair Credit Reporting Act” to obtain a copy of this report by providing proper identification and directing a written request to UW Health– Human Resources – Employee Relations, 301 S. Westfield Road, Suite 350,. Madison, WI 53717.

I hereby certify that all the statements and answers set forth on this form are true and complete to the best of my knowledge, and I understand that if any statements and/or answers are found false or the information has been omitted, such false statements or omissions may be cause for termination of my employment.

Last Name First Name Middle Name

________________________________________________________________________ Street Address

________________________________________________________________________ City State Zip Code

Please list any additional cities and states you have lived in during the past 3 years: ______________________ ________________________ _______________________

______________________ ________________________ _______________________ Other Names Used: ________________________________________________________________________

________________________________________________________________________ Driver’s License Number State Issued Expiration Date Date of Birth

(To be used for background information ID only)

I AUTHORIZE A PHOTOCOPY OF THIS RELEASE TO BE ACCEPTED WITH THE SAME AUTHORITY AS THE ORIGINAL AND IF EMPLOYED BY THE ABOVE NAMED COMPANY THIS RELEASE WILL REMAIN IN EFFECT THROUGHOUT SUCH EMPLOYMENT.

________________________________________________________________________ Signature Social Security Number Date

Page 8: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

DEPARTMENT OF HEALTH SERVICES Division of Enterprise Services F-82064 (02/2014)

STATE OF WISCONSIN Chapters 48.685 and 50.065, Wis. Stats.

DHS 12.05(4), Wis. Admin. Code

BACKGROUND INFORMATION DISCLOSURE (BID)

For Instructions, see F-82064A. Completion of this form is required under the provisions of Chapters 48.685 and 50.065, Wis. Stats. Failure to comply may result in a denial or revocation of your license, certification, or registration; or denial or termination of your employment or contract. Refer to the instructions (F-82064A) on page 1 for additional information. Providing your social security number is voluntary; however, your social security number is one of the unique identifiers used to prevent incorrect matches.

PLEASE PRINT OR TYPE YOUR ANSWERS.

Check the box that applies to you. Employee / Contractor (including new applicant)

Applicant for a license or certification or registration (including continuation or renewal)

Household member / lives on premises – but not a client

Other – Specify:

NOTE: If you are an owner, operator, board member, or non-client resident of a Division of Quality Assurance (DQA) facility, complete the BID, F-82064, and the Appendix, F-82069, and submit both forms to the address noted in the Appendix Instructions.

Name – (First and Middle)

Name – (Last)

Position Title (Complete only if you are a prospective employee

or contractor, or a current employee or contractor.)

Any Other Names By Which You Have Been Known (Including Maiden Name)

Birth Date

Gender (M / F)

Race

American Indian or Alaskan Native Black Unknown Asian or Pacific Islander White

Social Security Number(s)

Home Address

City

State

Zip Code

Business Name and Address – Employer or Care Provider (Entity)

SECTION A – ACTS, CRIMES, AND OFFENSES THAT MAY ACT AS A BAR OR RESTRICTION YES NO

1. Do you have any criminal charges pending against you or were you ever convicted of any crime anywhere, including in federal, state, local, military, and tribal courts? If Yes, list each crime, when it occurred or the date of the conviction, and the city and state where the court is

located. You may be asked to supply additional information including a certified copy of the judgment of conviction, a copy of the criminal complaint, or any other relevant court or police documents.

2. Were you ever found to be (adjudicated) delinquent by a court of law on or after your 10th birthday for a crime or offense? (NOTE: A response to this question is only required for group and family day care centers for children and day camps for children.) If Yes, list each crime, when and where it happened, and the location of the court (city and state). You may be

asked to supply additional information including a certified copy of the delinquency petition, the delinquency adjudication, or any other relevant court or police documents.

3. Has any government or regulatory agency (other than the police) ever found that you committed child abuse or neglect? A response is required if the box below is checked:

(Only employers and regulatory agencies entitled to obtain this information per sec. 48.981(7) are authorized to, and should, check this box.)

If Yes, explain, including when and where it happened.

4. Has any government or regulatory agency (other than the police) ever found that you abused or neglected any person or client? If Yes, explain, including when and where it happened.

5. Has any government or regulatory agency (other than the police) ever found that you misappropriated (improperly took or used) the property of a person or client? If Yes, explain, including when and where it happened.

Page 9: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

F-82064 Page 2 of 2

Last Name –

SECTION A – ACTS, CRIMES, AND OFFENSES THAT MAY ACT AS A BAR OR RESTRICTION YES NO

6. Has any government or regulatory agency (other than the police) ever found that you abused an elderly person? If Yes, explain, including when and where it happened.

7. Do you have a government issued credential that is not current or is limited so as to restrict you from providing care toclients? If Yes, explain, including credential name, limitations or restrictions, and time period.

SECTION B – OTHER REQUIRED INFORMATION YES NO

1. Has any government or regulatory agency ever limited, denied, or revoked your license, certification, or registration toprovide care, treatment, or educational services? If Yes, explain, including when and where it happened.

2. Has any government or regulatory agency ever denied you permission or restricted your ability to live on the premises ofa care providing facility? If Yes, explain, including when and where it happened and the reason.

3. Have you been discharged from a branch of the US Armed Forces, including any reserve component?

If yes, indicate the year of discharge:

Attach a copy of your DD214 if you were discharged within the last 3 years.

4. Have you resided outside of Wisconsin in the last 3 years? If Yes, list each state and the dates you lived there.

5. Have you had a caregiver background check done within the last 4 years? If Yes, list the date of each check, and the name, address, and phone number of the person, facility, or government

agency that conducted each check.

6. Have you ever requested a rehabilitation review with the Wisconsin Department of Health Services, a countydepartment, a private child placing agency, school board, or DHS designated tribe? If Yes, list the review date and the review result. You may be asked to provide a copy of the review decision.

A “NO” answer to all questions does not guarantee employment, residency, a contract, or regulatory approval.

I understand, under penalty of law, that the information provided above is truthful and accurate to the best of my knowledge and that knowingly providing false information or omitting information may result in a forfeiture of up to $1,000.00 and other sanctions as provided in DHS 12.05 (4), Wis. Adm. Code.

SIGNATURE Date Signed

Page 10: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

USCIS Form I-9

OMB No. 1615-0047 Expires 08/31/2019

Employment Eligibility Verification Department of Homeland Security

U.S. Citizenship and Immigration Services

Form I-9 07/17/17 N Page 1 of 3

►START HERE: Read instructions carefully before completing this form. The instructions must be available, either in paper or electronically,

during completion of this form. Employers are liable for errors in the completion of this form.

ANTI-DISCRIMINATION NOTICE: It is illegal to discriminate against work-authorized individuals. Employers CANNOT specify which document(s) an employee may present to establish employment authorization and identity. The refusal to hire or continue to employ an individual because the documentation presented has a future expiration date may also constitute illegal discrimination.

Section 1. Employee Information and Attestation (Employees must complete and sign Section 1 of Form I-9 no laterthan the first day of employment, but not before accepting a job offer.)

Last Name (Family Name) First Name (Given Name) Middle Initial Other Last Names Used (if any)

Address (Street Number and Name) Apt. Number City or Town State ZIP Code

Date of Birth (mm/dd/yyyy) U.S. Social Security Number

- -

Employee's E-mail Address Employee's Telephone Number

I am aware that federal law provides for imprisonment and/or fines for false statements or use of false documents in connection with the completion of this form.

I attest, under penalty of perjury, that I am (check one of the following boxes):

1. A citizen of the United States

2. A noncitizen national of the United States (See instructions)

3. A lawful permanent resident

4. An alien authorized to work until (See instructions)

(expiration date, if applicable, mm/dd/yyyy):

(Alien Registration Number/USCIS Number):

Some aliens may write "N/A" in the expiration date field.

Aliens authorized to work must provide only one of the following document numbers to complete Form I-9: An Alien Registration Number/USCIS Number OR Form I-94 Admission Number OR Foreign Passport Number.

1. Alien Registration Number/USCIS Number:

2. Form I-94 Admission Number:

3. Foreign Passport Number:

Country of Issuance:

OR

OR

QR Code - Section 1 Do Not Write In This Space

Signature of Employee Today's Date (mm/dd/yyyy)

Preparer and/or Translator Certification (check one): I did not use a preparer or translator. A preparer(s) and/or translator(s) assisted the employee in completing Section 1.(Fields below must be completed and signed when preparers and/or translators assist an employee in completing Section 1.)

I attest, under penalty of perjury, that I have assisted in the completion of Section 1 of this form and that to the best of my knowledge the information is true and correct.

Signature of Preparer or Translator Today's Date (mm/dd/yyyy)

Last Name (Family Name) First Name (Given Name)

Address (Street Number and Name) City or Town State ZIP Code

Employer Completes Next Page

Page 11: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

Form I-9 07/17/17 N Page 2 of 3

USCIS Form I-9

OMB No. 1615-0047 Expires 08/31/2019

Employment Eligibility Verification Department of Homeland Security

U.S. Citizenship and Immigration Services

Section 2. Employer or Authorized Representative Review and Verification (Employers or their authorized representative must complete and sign Section 2 within 3 business days of the employee's first day of employment. You must physically examine one document from List A OR a combination of one document from List B and one document from List C as listed on the "Lists of Acceptable Documents.")

Last Name (Family Name) M.I.First Name (Given Name)Employee Info from Section 1

Citizenship/Immigration Status

List AIdentity and Employment Authorization Identity Employment Authorization

OR List B AND List C

Additional Information QR Code - Sections 2 & 3 Do Not Write In This Space

Document Title

Issuing Authority

Document Number

Expiration Date (if any)(mm/dd/yyyy)

Document Title

Issuing Authority

Document Number

Expiration Date (if any)(mm/dd/yyyy)

Document Title

Issuing Authority

Document Number

Expiration Date (if any)(mm/dd/yyyy)

Document Title

Issuing Authority

Document Number

Expiration Date (if any)(mm/dd/yyyy)

Document Title

Issuing Authority

Document Number

Expiration Date (if any)(mm/dd/yyyy)

Certification: I attest, under penalty of perjury, that (1) I have examined the document(s) presented by the above-named employee, (2) the above-listed document(s) appear to be genuine and to relate to the employee named, and (3) to the best of my knowledge theemployee is authorized to work in the United States.

The employee's first day of employment (mm/dd/yyyy): (See instructions for exemptions)

Signature of Employer or Authorized Representative Today's Date (mm/dd/yyyy) Title of Employer or Authorized Representative

Last Name of Employer or Authorized Representative First Name of Employer or Authorized Representative Employer's Business or Organization Name

Employer's Business or Organization Address (Street Number and Name) City or Town State ZIP Code

Section 3. Reverification and Rehires (To be completed and signed by employer or authorized representative.)

A. New Name (if applicable)

Last Name (Family Name) First Name (Given Name) Middle InitialB. Date of Rehire (if applicable)

Date (mm/dd/yyyy)

Document Title Document Number Expiration Date (if any) (mm/dd/yyyy)

C. If the employee's previous grant of employment authorization has expired, provide the information for the document or receipt that establishescontinuing employment authorization in the space provided below.

I attest, under penalty of perjury, that to the best of my knowledge, this employee is authorized to work in the United States, and if the employee presented document(s), the document(s) I have examined appear to be genuine and to relate to the individual.

Signature of Employer or Authorized Representative Today's Date (mm/dd/yyyy) Name of Employer or Authorized Representative

Page 12: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

LISTS OF ACCEPTABLE DOCUMENTSAll documents must be UNEXPIRED

Employees may present one selection from List A or a combination of one selection from List B and one selection from List C.

LIST A

2. Permanent Resident Card or Alien Registration Receipt Card (Form I-551)

1. U.S. Passport or U.S. Passport Card

3. Foreign passport that contains a temporary I-551 stamp or temporary I-551 printed notation on a machine-readable immigrant visa

4. Employment Authorization Document that contains a photograph (Form I-766)

5. For a nonimmigrant alien authorized to work for a specific employer because of his or her status:

Documents that Establish Both Identity and

Employment Authorization

6. Passport from the Federated States of Micronesia (FSM) or the Republic of the Marshall Islands (RMI) with Form I-94 or Form I-94A indicating nonimmigrant admission under the Compact of Free Association Between the United States and the FSM or RMI

b. Form I-94 or Form I-94A that has the following:(1) The same name as the passport;

and(2) An endorsement of the alien's

nonimmigrant status as long as that period of endorsement has not yet expired and the proposed employment is not in conflict with any restrictions or limitations identified on the form.

a. Foreign passport; and

For persons under age 18 who are unable to present a document

listed above:

1. Driver's license or ID card issued by a State or outlying possession of the United States provided it contains a photograph or information such as name, date of birth, gender, height, eye color, and address

9. Driver's license issued by a Canadian government authority

3. School ID card with a photograph

6. Military dependent's ID card

7. U.S. Coast Guard Merchant Mariner Card

8. Native American tribal document

10. School record or report card

11. Clinic, doctor, or hospital record

12. Day-care or nursery school record

2. ID card issued by federal, state or local government agencies or entities, provided it contains a photograph or information such as name, date of birth, gender, height, eye color, and address

4. Voter's registration card

5. U.S. Military card or draft record

Documents that Establish Identity

LIST B

OR AND

LIST C

7. Employment authorization document issued by the Department of Homeland Security

1. A Social Security Account Number card, unless the card includes one of the following restrictions:

2. Certification of report of birth issued by the Department of State (Forms DS-1350, FS-545, FS-240)

3. Original or certified copy of birth certificate issued by a State, county, municipal authority, or territory of the United States bearing an official seal

4. Native American tribal document

6. Identification Card for Use of Resident Citizen in the United States (Form I-179)

Documents that Establish Employment Authorization

5. U.S. Citizen ID Card (Form I-197)

(2) VALID FOR WORK ONLY WITH INS AUTHORIZATION

(3) VALID FOR WORK ONLY WITH DHS AUTHORIZATION

(1) NOT VALID FOR EMPLOYMENT

Page 3 of 3Form I-9 07/17/17 N

Examples of many of these documents appear in Part 13 of the Handbook for Employers (M-274).

Refer to the instructions for more information about acceptable receipts.

Page 13: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

Form W-4 - EMPLOYEE WITHHOLDING ALLOWANCE CERTIFICATE

University of Wisconsin Hospital and Clinics All employees MUST complete sections 1, 2, 3, and 6.

Section 1 – Employee Information

(11/03)

Home Address

Home Telephone Number Gender Date of Birth mm/dd/yyyy Heritage Code (Please circle, see reverse for descriptions)

1 2 3 4 5 6 7

City State Zip

Name Last First Middle Initial Social Security Number Employee ID Number

Section 2 – Federal Withholding Form W-4 See reverse side for Federal Worksheet. For more information visit the IRS Website at: www.irs.gov

Tax Filing Status

Single Married Married, but withhold at Single Rate

2 ................... Total number of allowances you are claiming (Federal worksheet line H, see reverse) …………............................................................

3 . .. Additional dollar amount, if any, you want withheld from each paycheck ………………………………………………………………… 3

4 I claim exemption from withholding 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, claiming Exempt status means no Federal Withholding tax will be taken….......

...

1 If your last name differs from that shown on your social security

card, check here. You must call 1-800-772-1213 for a new card.

Section 3 – State of Wisconsin WT-4 See reverse side for State worksheet. For more information visit WI Dept of Revenue at: www.dor.state.wi.us

1. Tax Filing Status Single Married Married , But withhold at Single Rate

2. …. Total number of withholding allowances (State worksheet line D, see reverse)………………………………………………………………………… 2

3. Additional Dollar amount, if any, you want withheld from each paycheck……………………………………………………………………..

4. If you are claiming exemption from withholding read below and write “EXEMPT” in this box …… ……………………………………………I CERTIFY that the number of withholding exemptions claimed on this certificate does not exceed the number to which I am entitled. If claiming an exemption from withholding, I certify that I incurred no liability for Wisconsin income tax for last year and that I anticipate that I will incur no liability for Wisconsin for this year. Claiming Exempt means no Wisconsin Withholding tax will be taken.

Section 4 – Non Resident Employee Withholding Declaration

. A nonresident employee qualifying for this exemption declares that while working in Wisconsin, I am a legal resident of the State of ______________________

UW Hospital and Clinics is licensed to withhold only Wisconsin State Tax and any income tax that I owe to my state of residency is my responsibility.

Section 5 – International Visitors

All international students/visitors must also complete the Alien Information Request Form UW1123. If you are receiving money that should be tax free under a tax treaty, you must also complete Form 8233 – Wages and the appropriate Revenue Procedure Statement 87-8

Date of arrival in United States Country of Residence Visa Type___________________ ____________________________ _________________

Section 6 – Employee Signature

Under penalties of perjury, I certify that I am entitled to the number of withholding allowances claimed on this certificate, or I am entitled to claim exempt status.

Signature Date

Page 14: WHHAATT IT TOO EBBR RINNGG AT TOO NEMMPPL ......Updated 11.4.2016 EMPLOYEE HEALTH SERVICES 700 University Bay Drive, Suite 101 Madison, WI 53792 P: (608) 263‐7535 F: (608) 262‐7284

Keep this page for your Records Heritage Codes – Section 1

1. Hispanic or Latino – A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish cultureor origin regardless of race

2. White (not Hispanic or Latino) – A person having origins in any of the original peoples of Europe, the Middle East, orNorth Africa

3. Black or African American (not Hispanic or Latino) – A person having origins in any of the black racial groups ofAfrica

4. Native Hawaiian or Other Pacific Islander (not Hispanic or Latino) – A person having origins in any of the peoplesof Hawaii, Guam, Samoa, or other Pacific Islands

5. Asian (not Hispanic or Latino) – A person having origins in any of the original peoples of the Far East, Southeast Asia,or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, thePhilippine Islands, Thailand, and Vietnam

6. American Indian or Alaska Native (not Hispanic or Latino) – A person having origins in any of the original peoplesof North and South America (including Central America), who maintain a tribal affiliation or community attachment

7. Two or More Races (not Hispanic or Latino) – All persons who identify with more than one of the above six races

Federal Allowance Worksheet – Section 2

State of Wisconsin Worksheet – Section 3

These worksheets are intended to be used as a guideline for withholding allowances, as each individual’s situation is unique please consult a tax professional with any questions on your withholding allowances.

Return completed form to:

UW Health Payroll DepartmentUWHC Payroll Department

7974 UW Health CourtMiddleton, WI 53562

Fax 608/262-0399