employee file checklist...ds-1350, fs-545, fs-240) 3. original or certified copy of birth...

Employee File Checklist

Mandatory:

Pre-Employment

Application

Release for and Reference Checks

As Required for position:

Signed Release for / Documentation

of Criminal Background /Drug Screen

Evidence of licenses/certifications

Ongoing

Completed Performance Evaluation

Other Job Actions (promotion,

disciplinary action, etc.)

Employment History – including

compensation history/fact sheet

At Initial Hire

REQUIRED on or before 1st DAY

Federal I-9 Form

(with Verification Documentation)

Federal Withholding Tax Form (W-4)

Louisiana Withholding Tax Form (L-4)

*LA OWCA Second Injury Board

Knowledge Questionnaire

Job Description

Signed Handbook Acknowledgement

As applicable to the position:

Statement Regarding the Abuse and Neglect of Minors

Principles of Ethics and Integrity in Ministry: Code of Ethics

Technology Policy for Pastoral Work with Young People

Contract

If Benefits Eligible

Health Insurance Enrollment or waiver of coverage

Benefits Packet Acknowledgment

401(k) and Life Insurance Beneficiary designations

If NOT Benefits Eligible

Statement of Understanding | Acknowledging not a benefits-covered position

(could be language included in an offer letter)

Medical | Must be kept separate from personnel files

Notice of Existing Disability

*LA OWCA Second Injury Board Knowledge Questionnaire: FILE in Confidential Medical Folder

POST-OFFER Physical, as pertinent to the position

If Employment has ended:

Separation Checklist / Contact form for Termination (if applicable)

Letter of Separation (resignation, retirement, etc. if applicable)

Continuation of Health Insurance Letter

Revised 1/2018 H|R Checklists Office of Human Resources

USCIS Form I-9

OMB No. 1615-0047 Expires 10/31/2022

Employment Eligibility Verification Department of Homeland Security

U.S. Citizenship and Immigration Services

Form I-9 10/21/2019 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 later than 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)

- -

Employee's E-mail Address Employee's Telephone Number U.S. Social Security Number

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.

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):

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

Form I-9 10/21/2019 Page 2 of 3

USCIS Form I-9

OMB No. 1615-0047 Expires 10/31/2022

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


Document Title

Issuing Authority

Document Number


Document Title

Issuing Authority

Document Number


Document Title

Issuing Authority

Document Number


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 the employee is authorized to work in the United States. The employee's first day of employment (mm/dd/yyyy): (See instructions for exemptions)

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

B. 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 establishes continuing 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

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 10/21/2019

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

Refer to the instructions for more information about acceptable receipts.

NEW HIRE PACKET INFORMATION Updated 2020

HELP COMPLETING THE NEW W-4

IRS Form W-4 (2020)

When your Staff member or NEW HIRE has questions about how to fill out the new Federal W-4, please refer them to the IRS.GOV help pages. As this form has now changed significantly to allow the individual to disclose multiple sources of income for which their annual return may be taxed, it is important to direct them to the IRS website for answers to their questions on how to complete.

* IRS Calculator for completing the W-4:

https://www.irs.gov/individuals/tax-withholding-estimator *These resources are also available as a LINK from our online HR Downloads pages: * NEW 2020 W-4 Federal Tax Form UPDATED as of January 2020:

https://www.irs.gov/pub/irs-pdf/fw4.pdf

Form W-4 (2020) General Instructions Page 2 of the form explains all of the requirements for your staff member. Please advise them to solicit any help they need with their tax advisor. We cannot give advice on how to complete due to the complexity of each person’s situation.

Future Developments

For the latest information about developments related to Form W-4, such as legislation enacted after it was published, go to www.irs.gov/FormW4.

https://www.irs.gov/individuals/tax-withholding-estimator

https://www.irs.gov/pub/irs-pdf/fw4.pdf

http://www.irs.gov/FormW4

Form W-42020

Employee’s Withholding Certificate

Department of the Treasury Internal Revenue Service

▶ Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. ▶ Give Form W-4 to your employer.

▶ Your withholding is subject to review by the IRS.

OMB No. 1545-0074

Step 1: Enter Personal Information

(a) First name and middle initial Last name

Address

City or town, state, and ZIP code

(b) Social security number

▶ Does your name match the name on your social security card? If not, to ensure you get credit for your earnings, contact SSA at 800-772-1213 or go to www.ssa.gov.

(c) Single or Married filing separately

Married filing jointly (or Qualifying widow(er))

Head of household (Check only if you’re unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.)

Complete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 for more information on each step, who can claim exemption from withholding, when to use the online estimator, and privacy.

Step 2: Multiple Jobs or Spouse Works

Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spousealso works. The correct amount of withholding depends on income earned from all of these jobs.

Do only one of the following.

(a) Use the estimator at www.irs.gov/W4App for most accurate withholding for this step (and Steps 3–4); or

(b) Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below for roughly accurate withholding; or

(c) If there are only two jobs total, you may check this box. Do the same on Form W-4 for the other job. This optionis accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld . . . . . ▶

TIP: To be accurate, submit a 2020 Form W-4 for all other jobs. If you (or your spouse) have self-employment income, including as an independent contractor, use the estimator.

Complete Steps 3–4(b) on Form W-4 for only ONE of these jobs. Leave those steps blank for the other jobs. (Your withholding will be most accurate if you complete Steps 3–4(b) on the Form W-4 for the highest paying job.)

Step 3:

Claim Dependents

If your income will be $200,000 or less ($400,000 or less if married filing jointly):

Multiply the number of qualifying children under age 17 by $2,000 ▶ $

Multiply the number of other dependents by $500 . . . . ▶ $

Add the amounts above and enter the total here . . . . . . . . . . . . . 3 $

Step 4 (optional):

Other Adjustments

(a) Other income (not from jobs). If you want tax withheld for other income you expectthis year that won’t have withholding, enter the amount of other income here. This mayinclude interest, dividends, and retirement income . . . . . . . . . . . . 4(a) $

(b) Deductions. If you expect to claim deductions other than the standard deductionand want to reduce your withholding, use the Deductions Worksheet on page 3 andenter the result here . . . . . . . . . . . . . . . . . . . . . 4(b) $

(c) Extra withholding. Enter any additional tax you want withheld each pay period . 4(c) $

Step 5:

Sign Here

Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

▲

Employee’s signature (This form is not valid unless you sign it.)

▲

Date

Employers Only

Employer’s name and address First date of employment

Employer identification number (EIN)

For Privacy Act and Paperwork Reduction Act Notice, see page 3. Cat. No. 10220Q Form W-4 (2020)

Form W-4 (2020) Page 2

General InstructionsFuture DevelopmentsFor the latest information about developments related to Form W-4, such as legislation enacted after it was published, go to www.irs.gov/FormW4.

Purpose of FormComplete Form W-4 so that your employer can withhold the correct federal income tax from your pay. If too little is withheld, you will generally owe tax when you file your tax return and may owe a penalty. If too much is withheld, you will generally be due a refund. Complete a new Form W-4 when changes to your personal or financial situation would change the entries on the form. For more information on withholding and when you must furnish a new Form W-4, see Pub. 505.

Exemption from withholding. You may claim exemption from withholding for 2020 if you meet both of the following conditions: you had no federal income tax liability in 2019 and you expect to have no federal income tax liability in 2020. You had no federal income tax liability in 2019 if (1) your total tax on line 16 on your 2019 Form 1040 or 1040-SR is zero (or less than the sum of lines 18a, 18b, and 18c), or (2) you were not required to file a return because your income was below the filing threshold for your correct filing status. If you claim exemption, you will have no income tax withheld from your paycheck and may owe taxes and penalties when you file your 2020 tax return. To claim exemption from withholding, certify that you meet both of the conditions above by writing “Exempt” on Form W-4 in the space below Step 4(c). Then, complete Steps 1a, 1b, and 5. Do not complete any other steps. You will need to submit a new Form W-4 by February 16, 2021.

Your privacy. If you prefer to limit information provided in Steps 2 through 4, use the online estimator, which will also increase accuracy.

As an alternative to the estimator: if you have concerns with Step 2(c), you may choose Step 2(b); if you have concerns with Step 4(a), you may enter an additional amount you want withheld per pay period in Step 4(c). If this is the only job in your household, you may instead check the box in Step 2(c), which will increase your withholding and significantly reduce your paycheck (often by thousands of dollars over the year).

When to use the estimator. Consider using the estimator at www.irs.gov/W4App if you:

1. Expect to work only part of the year;

2. Have dividend or capital gain income, or are subject to additional taxes, such as the additional Medicare tax;

3. Have self-employment income (see below); or

4. Prefer the most accurate withholding for multiple job situations.

Self-employment. Generally, you will owe both income and self-employment taxes on any self-employment income you receive separate from the wages you receive as an employee. If you want to pay these taxes through withholding from your wages, use the estimator at www.irs.gov/W4App to figure the amount to have withheld.

Nonresident alien. If you’re a nonresident alien, see Notice 1392, Supplemental Form W-4 Instructions for Nonresident Aliens, before completing this form.

Specific InstructionsStep 1(c). Check your anticipated filing status. This will determine the standard deduction and tax rates used to compute your withholding.

Step 2. Use this step if you (1) have more than one job at the same time, or (2) are married filing jointly and you and your spouse both work.

Option (a) most accurately calculates the additional tax you need to have withheld, while option (b) does so with a little less accuracy.

If you (and your spouse) have a total of only two jobs, you may instead check the box in option (c). The box must also be checked on the Form W-4 for the other job. If the box is checked, the standard deduction and tax brackets will be cut in half for each job to calculate withholding. This option is roughly accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld, and this extra amount will be larger the greater the difference in pay is between the two jobs.

▲!CAUTION

Multiple jobs. Complete Steps 3 through 4(b) on only one Form W-4. Withholding will be most accurate if you do this on the Form W-4 for the highest paying job.

Step 3. Step 3 of Form W-4 provides instructions for determining the amount of the child tax credit and the credit for other dependents that you may be able to claim when you file your tax return. To qualify for the child tax credit, the child must be under age 17 as of December 31, must be your dependent who generally lives with you for more than half the year, and must have the required social security number. You may be able to claim a credit for other dependents for whom a child tax credit can’t be claimed, such as an older child or a qualifying relative. For additional eligibility requirements for these credits, see Pub. 972, Child Tax Credit and Credit for Other Dependents. You can also include other tax credits in this step, such as education tax credits and the foreign tax credit. To do so, add an estimate of the amount for the year to your credits for dependents and enter the total amount in Step 3. Including these credits will increase your paycheck and reduce the amount of any refund you may receive when you file your tax return.

Step 4 (optional).

Step 4(a). Enter in this step the total of your other estimated income for the year, if any. You shouldn’t include income from any jobs or self-employment. If you complete Step 4(a), you likely won’t have to make estimated tax payments for that income. If you prefer to pay estimated tax rather than having tax on other income withheld from your paycheck, see Form 1040-ES, Estimated Tax for Individuals.

Step 4(b). Enter in this step the amount from the Deductions Worksheet, line 5, if you expect to claim deductions other than the basic standard deduction on your 2020 tax return and want to reduce your withholding to account for these deductions. This includes both itemized deductions and other deductions such as for student loan interest and IRAs.

Step 4(c). Enter in this step any additional tax you want withheld from your pay each pay period, including any amounts from the Multiple Jobs Worksheet, line 4. Entering an amount here will reduce your paycheck and will either increase your refund or reduce any amount of tax that you owe.


Step 2(b)—Multiple Jobs Worksheet (Keep for your records.)

If you choose the option in Step 2(b) on Form W-4, complete this worksheet (which calculates the total extra tax for all jobs) on only ONE Form W-4. Withholding will be most accurate if you complete the worksheet and enter the result on the Form W-4 for the highest paying job.

Note: If more than one job has annual wages of more than $120,000 or there are more than three jobs, see Pub. 505 for additional tables; or, you can use the online withholding estimator at www.irs.gov/W4App.

1

Two jobs. If you have two jobs or you’re married filing jointly and you and your spouse each have onejob, find the amount from the appropriate table on page 4. Using the “Higher Paying Job” row and the“Lower Paying Job” column, find the value at the intersection of the two household salaries and enter that value on line 1. Then, skip to line 3 . . . . . . . . . . . . . . . . . . . . . 1 $

2 Three jobs. If you and/or your spouse have three jobs at the same time, complete lines 2a, 2b, and 2c below. Otherwise, skip to line 3.

a

Find the amount from the appropriate table on page 4 using the annual wages from the highest paying job in the “Higher Paying Job” row and the annual wages for your next highest paying jobin the “Lower Paying Job” column. Find the value at the intersection of the two household salaries and enter that value on line 2a . . . . . . . . . . . . . . . . . . . . . . . 2a $

b

Add the annual wages of the two highest paying jobs from line 2a together and use the total as the wages in the “Higher Paying Job” row and use the annual wages for your third job in the “Lower Paying Job” column to find the amount from the appropriate table on page 4 and enter this amount on line 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b $

c Add the amounts from lines 2a and 2b and enter the result on line 2c . . . . . . . . . . 2c $

3 Enter the number of pay periods per year for the highest paying job. For example, if that job paysweekly, enter 52; if it pays every other week, enter 26; if it pays monthly, enter 12, etc. . . . . . 3

4

Divide the annual amount on line 1 or line 2c by the number of pay periods on line 3. Enter thisamount here and in Step 4(c) of Form W-4 for the highest paying job (along with any other additionalamount you want withheld) . . . . . . . . . . . . . . . . . . . . . . . . . 4 $

Step 4(b)—Deductions Worksheet (Keep for your records.)

1

Enter an estimate of your 2020 itemized deductions (from Schedule A (Form 1040 or 1040-SR)). Such deductions may include qualifying home mortgage interest, charitable contributions, state and local taxes (up to $10,000), and medical expenses in excess of 10% of your income . . . . . . . . 1 $

2 Enter: { • $24,800 if you’re married filing jointly or qualifying widow(er)• $18,650 if you’re head of household• $12,400 if you’re single or married filing separately

} . . . . . . . . 2 $

3 If line 1 is greater than line 2, subtract line 2 from line 1. If line 2 is greater than line 1, enter “-0-” . . 3 $

4 Enter an estimate of your student loan interest, deductible IRA contributions, and certain other adjustments (from Schedule 1 (Form 1040 or 1040-SR)). See Pub. 505 for more information . . . 4 $

5 Add lines 3 and 4. Enter the result here and in Step 4(b) of Form W-4 . . . . . . . . . . . 5 $

Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. Internal Revenue Code sections 3402(f)(2) and 6109 and their regulations require you to provide this information; your employer uses it to determine your federal income tax withholding. Failure to provide a properly completed form will result in your being treated as a single person with no other entries on the form; providing fraudulent information may subject you to penalties. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation; to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their tax laws; and to the Department of Health and Human Services for use in the National Directory of New Hires. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Code section 6103.

The average time and expenses required to complete and file this form will vary depending on individual circumstances. For estimated averages, see the instructions for your income tax return.

If you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return.

Form W-4 (2020) Page 4Married Filing Jointly or Qualifying Widow(er)

Higher Paying Job Annual Taxable Wage & Salary

Lower Paying Job Annual Taxable Wage & Salary

$0 - 9,999

$10,000 - 19,999

$20,000 - 29,999

$30,000 - 39,999

$40,000 - 49,999

$50,000 - 59,999

$60,000 - 69,999

$70,000 - 79,999

$80,000 - 89,999

$90,000 - 99,999

$100,000 - 109,999

$110,000 - 120,000

$0 - 9,999 $0 $220 $850 $900 $1,020 $1,020 $1,020 $1,020 $1,020 $1,210 $1,870 $1,870

$10,000 - 19,999 220 1,220 1,900 2,100 2,220 2,220 2,220 2,220 2,410 3,410 4,070 4,070

$20,000 - 29,999 850 1,900 2,730 2,930 3,050 3,050 3,050 3,240 4,240 5,240 5,900 5,900

$30,000 - 39,999 900 2,100 2,930 3,130 3,250 3,250 3,440 4,440 5,440 6,440 7,100 7,100

$40,000 - 49,999 1,020 2,220 3,050 3,250 3,370 3,570 4,570 5,570 6,570 7,570 8,220 8,220

$50,000 - 59,999 1,020 2,220 3,050 3,250 3,570 4,570 5,570 6,570 7,570 8,570 9,220 9,220

$60,000 - 69,999 1,020 2,220 3,050 3,440 4,570 5,570 6,570 7,570 8,570 9,570 10,220 10,220

$70,000 - 79,999 1,020 2,220 3,240 4,440 5,570 6,570 7,570 8,570 9,570 10,570 11,220 11,240

$80,000 - 99,999 1,060 3,260 5,090 6,290 7,420 8,420 9,420 10,420 11,420 12,420 13,260 13,460

$100,000 - 149,999 1,870 4,070 5,900 7,100 8,220 9,320 10,520 11,720 12,920 14,120 14,980 15,180

$150,000 - 239,999 2,040 4,440 6,470 7,870 9,190 10,390 11,590 12,790 13,990 15,190 16,050 16,250

$240,000 - 259,999 2,040 4,440 6,470 7,870 9,190 10,390 11,590 12,790 13,990 15,520 17,170 18,170

$260,000 - 279,999 2,040 4,440 6,470 7,870 9,190 10,390 11,590 13,120 15,120 17,120 18,770 19,770

$280,000 - 299,999 2,040 4,440 6,470 7,870 9,190 10,720 12,720 14,720 16,720 18,720 20,370 21,370

$300,000 - 319,999 2,040 4,440 6,470 8,200 10,320 12,320 14,320 16,320 18,320 20,320 21,970 22,970

$320,000 - 364,999 2,720 5,920 8,750 10,950 13,070 15,070 17,070 19,070 21,290 23,590 25,540 26,840

$365,000 - 524,999 2,970 6,470 9,600 12,100 14,530 16,830 19,130 21,430 23,730 26,030 27,980 29,280

$525,000 and over 3,140 6,840 10,170 12,870 15,500 18,000 20,500 23,000 25,500 28,000 30,150 31,650

Single or Married Filing SeparatelyHigher Paying Job

Annual Taxable Wage & Salary


$0 - 9,999

$10,000 - 19,999

$20,000 - 29,999

$30,000 - 39,999

$40,000 - 49,999

$50,000 - 59,999

$60,000 - 69,999

$70,000 - 79,999

$80,000 - 89,999

$90,000 - 99,999

$100,000 - 109,999

$110,000 - 120,000

$0 - 9,999 $460 $940 $1,020 $1,020 $1,470 $1,870 $1,870 $1,870 $1,870 $2,040 $2,040 $2,040

$10,000 - 19,999 940 1,530 1,610 2,060 3,060 3,460 3,460 3,460 3,640 3,830 3,830 3,830

$20,000 - 29,999 1,020 1,610 2,130 3,130 4,130 4,540 4,540 4,720 4,920 5,110 5,110 5,110

$30,000 - 39,999 1,020 2,060 3,130 4,130 5,130 5,540 5,720 5,920 6,120 6,310 6,310 6,310

$40,000 - 59,999 1,870 3,460 4,540 5,540 6,690 7,290 7,490 7,690 7,890 8,080 8,080 8,080

$60,000 - 79,999 1,870 3,460 4,690 5,890 7,090 7,690 7,890 8,090 8,290 8,480 9,260 10,060

$80,000 - 99,999 2,020 3,810 5,090 6,290 7,490 8,090 8,290 8,490 9,470 10,460 11,260 12,060

$100,000 - 124,999 2,040 3,830 5,110 6,310 7,510 8,430 9,430 10,430 11,430 12,420 13,520 14,620

$125,000 - 149,999 2,040 3,830 5,110 7,030 9,030 10,430 11,430 12,580 13,880 15,170 16,270 17,370

$150,000 - 174,999 2,360 4,950 7,030 9,030 11,030 12,730 14,030 15,330 16,630 17,920 19,020 20,120

$175,000 - 199,999 2,720 5,310 7,540 9,840 12,140 13,840 15,140 16,440 17,740 19,030 20,130 21,230

$200,000 - 249,999 2,970 5,860 8,240 10,540 12,840 14,540 15,840 17,140 18,440 19,730 20,830 21,930

$250,000 - 399,999 2,970 5,860 8,240 10,540 12,840 14,540 15,840 17,140 18,440 19,730 20,830 21,930

$400,000 - 449,999 2,970 5,860 8,240 10,540 12,840 14,540 15,840 17,140 18,450 19,940 21,240 22,540

$450,000 and over 3,140 6,230 8,810 11,310 13,810 15,710 17,210 18,710 20,210 21,700 23,000 24,300

Head of HouseholdHigher Paying Job



$0 - 9,999

$10,000 - 19,999

$20,000 - 29,999

$30,000 - 39,999

$40,000 - 49,999

$50,000 - 59,999

$60,000 - 69,999

$70,000 - 79,999

$80,000 - 89,999

$90,000 - 99,999

$100,000 - 109,999

$110,000 - 120,000

$0 - 9,999 $0 $830 $930 $1,020 $1,020 $1,020 $1,480 $1,870 $1,870 $1,930 $2,040 $2,040

$10,000 - 19,999 830 1,920 2,130 2,220 2,220 2,680 3,680 4,070 4,130 4,330 4,440 4,440

$20,000 - 29,999 930 2,130 2,350 2,430 2,900 3,900 4,900 5,340 5,540 5,740 5,850 5,850

$30,000 - 39,999 1,020 2,220 2,430 2,980 3,980 4,980 6,040 6,630 6,830 7,030 7,140 7,140

$40,000 - 59,999 1,020 2,530 3,750 4,830 5,860 7,060 8,260 8,850 9,050 9,250 9,360 9,360

$60,000 - 79,999 1,870 4,070 5,310 6,600 7,800 9,000 10,200 10,780 10,980 11,180 11,580 12,380

$80,000 - 99,999 1,900 4,300 5,710 7,000 8,200 9,400 10,600 11,180 11,670 12,670 13,580 14,380

$100,000 - 124,999 2,040 4,440 5,850 7,140 8,340 9,540 11,360 12,750 13,750 14,750 15,770 16,870

$125,000 - 149,999 2,040 4,440 5,850 7,360 9,360 11,360 13,360 14,750 16,010 17,310 18,520 19,620

$150,000 - 174,999 2,040 5,060 7,280 9,360 11,360 13,480 15,780 17,460 18,760 20,060 21,270 22,370

$175,000 - 199,999 2,720 5,920 8,130 10,480 12,780 15,080 17,380 19,070 20,370 21,670 22,880 23,980

$200,000 - 249,999 2,970 6,470 8,990 11,370 13,670 15,970 18,270 19,960 21,260 22,560 23,770 24,870

$250,000 - 349,999 2,970 6,470 8,990 11,370 13,670 15,970 18,270 19,960 21,260 22,560 23,770 24,870

$350,000 - 449,999 2,970 6,470 8,990 11,370 13,670 15,970 18,270 19,960 21,260 22,560 23,900 25,200

$450,000 and over 3,140 6,840 9,560 12,140 14,640 17,140 19,640 21,530 23,030 24,530 25,940 27,240

Employee Withholding Exemption Certificate (L-4)

Louisiana Department of Revenue

Purpose: Complete form L-4 so that your employer can withhold the correct amount of state income tax from your salary.

Instructions: Employees who are subject to state withholding should complete the personal allowances worksheet indicating the number of withholding personal exemptions in Block A and the number of dependency credits in Block B.

• Employeesmustfileanewwithholdingexemptioncertificatewithin10daysifthenumberoftheirexemptionsdecreases,exceptifthechangeistheresultof the death of a spouse or a dependent.

• Employeesmayfileanewcertificateanytimethenumberoftheirexemptionsincreases.

• Line8shouldbeusedtoincreaseordecreasethetaxwithheldforeachpayperiod.Decreasesshouldbeindicatedasanegativeamount.

Penalties will be imposed for willfully supplying false information or willful failure to supply information that would reduce the withholding exemption.

Thisformmustbefiledwithyouremployer.Ifanemployeefailstocompletethiswithholdingexemptioncertificate,theemployermustwithholdLouisianaincome tax from the employee’s wages without exemption.

Note to Employer:Keepthiscertificatewithyourrecords.Ifyoubelievethatanemployeehasimproperlyclaimedtoomanyexemptionsordependencycredits,pleaseforward a copy of the employee’s signed L-4 form with an explanation as to why you believe that the employee improperly completed this form and any other supporting docu-mentation.TheinformationshouldbesenttotheLouisianaDepartmentofRevenue,CriminalInvestigationsDivision,POBox2389,BatonRouge,LA70821-2389.

Block A

• Enter“0”toclaimneitheryourselfnoryourspouse,andcheck“No exemptions or dependents claimed”undernumber3below.Youmayenter“0”ifyouaremarried,andhaveaworkingspouseormorethanonejobtoavoidhavingtoolittletaxwithheld.

• Enter“1”toclaimyourself,andcheck“Single”undernumber3below.ifyoudidnotclaimthisexemptioninconnectionwithotheremployment,orifyourspousehasnotclaimedyourexemption.Enter“1”toclaimonepersonalexemptionifyouwillfileasheadofhousehold,andcheck“Single”undernumber3below.

• Enter“2”toclaimyourselfandyourspouse,andcheck“Married”undernumber3below.

A.

Block B

• Enterthenumberofdependents,notincludingyourselforyourspouse,whomyouwillclaimonyourtaxreturn.Ifnodependentsareclaimed,enter“0.” B.

Cut here and give the bottom portion of certificate to your employer. Keep the top portion for your records.

Form L-4Louisiana Department of Revenue

Employee’s Withholding Allowance Certificate

1. Typeorprintfirstnameandmiddleinitial Last name

2. SocialSecurityNumber 3. Selectone NoexemptionsordependentsclaimedSingleMarried

4. Home address (number and street or rural route)

5. City State ZIP

6. Total number of exemptions claimed in Block A 6.

7. Total number of dependents claimed in Block B 7.

8.Increaseordecreaseintheamounttobewithheldeachpayperiod.Decreasesshouldbeindicatedasanegativeamount. 8.

IdeclareunderthepenaltiesimposedforfilingfalsereportsthatthenumberofexemptionsanddependencycreditsclaimedonthiscertificatedonotexceedthenumbertowhichIamentitled.

Employee’s signature Date

The following is to be completed by employer.

9. Employer’s name and address 10. Employer’s state withholding account number

R-1300(4/11)

--ARCHDIOCESE OF--

NEW ORLEANS

LOUISIANA OFFICE OF WORKERS' COMPENSATION

SECOND INJURY BOARD KNOWLEDGE QUESTIONNAIRE This form is to be used only after an applicant has been hired for employment.

Employer Instructions The attached LA OWC Second Injury Board Knowledge Questionnaire is a crucial part of our continuing efforts to keep down the costs of Workers' Compensation. The Louisiana Second Injury Fund allows us to obtain reimbursement for certain expenses paid on qualifying workers' compensation claims involving employees with preexisting medical conditions.

The most important part of filing a claim with the Second Injury Board is to prove that we had notice of a pre-existing medical condition. This is accomplished by submitting the completed LA OWC Second Injury Board Knowledge Questionnaire. All pages must be completed and signatures must be at the bottom of every page.

While the state form uses the term "periodically", this form needs to be completed upon hire, after an offer of employment is made, at least every (3) years thereafter on all existing employees and/or when an employee returns to work from any injury/disability that would change information. The more up to date information we have, the better chance we have of the Second Injury Board accepting our reimbursement claim.

All completed questionnaires should be kept in a secure and confidential file. The information provided by this employee is confidential and is only to be used for workers' compensation purposes, job modification, job safetyand Second Injury Board submission.

Consult with your Human Resources Director for proper handling and storage of this questionnaire.

Review the employee's questionnaire answers. Were all the questions answered? NO BLANKS. THE EMPLOYEE SHOULD ANSWER ALL QUESTIONS.

HAVE EMPLOYEE EXPLAIN ALL AFFIRMATIVE ANSWERS ON EXPLANATION PAGE

An employee can write answers on the explanation page provided or additional blank pages if more room is needed. Have the employee sign and date ALL explanation pages. Do you understand their answers and explanations? Ask questions and keep your own notes. Sign and date your notes and attach your notes to the questionnaire.

Is the employee able to perform the essential functions of the job offered without danger to themselves or to their fellow employees? Questions about this employee's ability to perform the essential functions of their job or other work place safety concerns should always be discussed with your Human Resource Director.

I have reviewed the LA OWCA Second Injury Board Knowledge Questionnaire completed by: Employee Name: ______________________________ _ [SSID#]___ · ·----And I certify that I have both the authority and functional responsibility for hiring and/or employment termination decisions. Employer Signature__________________ Date _______ _

*The Employee/Employer MUST sign the bottom of eve1y page or the Second Injury Fund may nnot accept these forms resulting in a

denial of reimbursement.

PAGE _____ OF ______

SIB FORM D (10/17)

LOUISIANA WORKERS’ COMPENSATION SECOND INJURY BOARD POST‐HIRE/CONDITIONAL JOB OFFER KNOWLEDGE QUESTIONNAIRE

EMPLOYEE: The intent of this questionnaire is to provide your employer with knowledge about any pre‐existing medical condition or disability which may entitle your employer to reimbursement from the Louisiana Workers’ Compensation Second Injury Board in the event you suffer an on‐the‐job injury.1 This reimbursement in no way affects the benefits owed to you by your employer or its insurance company under the Louisiana Workers’ Compensation Act. La. R.S. 23:1021‐1361. However, your failure to answer truthfully and/or correctly to any of the question on this questionnaire may result in a forfeiture of your workers’ compensation benefits.

In order for your employer to be considered for reimbursement from the Second Injury Board, it has to show that it knowingly hired or retained you with a pre‐existing medical condition or disability. To establish its knowledge, your employer is requesting that this questionnaire be completed.

INSTRUCTIONS: Please answer ALL questions completely. If a response requires an explanation, please provide a brief description on the Explanation Page. If you have any questions or need help in answering the questions on this form, please ask for assistance from the Employer Representative signing this form.

NOTE: Since this questionnaire contains medical information, you can request that the form be kept CONFIDENTIAL and not made part of your personnel file. Please let your employer know that you want the completed questionnaire placed in a sealed folder for confidentiality purposes.

EMPLOYEE WARNING

FAILURE TO ANSWER TRUTHFULLY AND/OR CORRECTLY TO ANY OF THE QUESTIONS ON THIS FORM MAY RESULT IN A FORFEITURE OF YOUR WORKERS’ COMPENSATION BENEFITS UNDER La. R.S. 23:1208.1.

Employee Signature: _____________________________________________________ Date: _____________

Employer Representative Signature: _________________________________ _______ Date: _____________

Employer Name: ____________________________________________________________________________

Employee Name: ____________________________________________________________________________

Date of Birth (mm/dd/yyyy): ____________ Male: Female:

Soc. Sec. # (last 4 digits only): ____________

Home Address: _____________________________________________________________________________

Telephone Number: ( ____ ) __________________

1 Under La. R.S. 23:1371(A), the purpose of the Second Injury Board is to encourage the employment, re‐employment, or retention of employees who have a permanent partial disability.

PAGE _____ OF ______

SIB FORM D (10/17)

Disease and Other Medical Conditions you currently have or have ever had. For all conditions that you check yes, write a brief explanation on the Explanation Page. [Please check the appropriate box next to each. Every illness/injury requires a Yes (Y) or No (N) answer.]

Y N Y N Y N Y N

Diabetes Cerebral Palsy Arthritis Heart Disease/Heart Attack Silicosis Tuberculosis Parkinson’s Congestive Heart Failure Varicose Veins Multiple Sclerosis Brain Damage Vision Loss, one or both eyes Asbestosis Post Traumatic Stress Asthma Disability from Polio Hyperinsulinism Osteomyelitis Dementia Psychoneurotic Disability Alzheimer’s Nervous Disorder Thrombophlebitis Ruptured or Herniated Disc Emphysema Muscular Dystropy Arteriosclerosis Ankylosis or Joint Stiffening Hearing Loss Migraine Headaches Hodgkin’s High/Low Blood Pressure COPD Mental Retardation Cancer Carpal Tunnel Syndrome Hypertension Kidney Disorder Double Vision Compressed Air Sequelae Head Injury Loss of Use of Limb Mental Disorders Disease of the Lung Epilepsy Seizure Disorder Hemophilia Coronary Artery Disease Stroke Sickle Cell Disease Bleeding Disorder Heavy Metal Poisoning

Surgical Treatment [Please check the appropriate box. Each illness/injury requires a Yes (Y) or No (N) answer.] For each Yes (Y) answer, please complete the information corresponding to the surgery on the right. Additional information can be provided on the Explanation Page, if necessary.

Y N Spinal Disc Surgery Year (approximate if unsure) ___________

Spinal Fusion Surgery Year (approximate if unsure) ___________

Amputated Foot Left Right Year (approx. if unsure) ___________

Amputated Leg Left Right Year (approx. if unsure) ___________

Amputated Arm Left Right Year (approx. if unsure) ___________

Amputated Hand Left Right Year (approx. if unsure) ___________

Knee Replacement Left Right Year (approx. if unsure) ___________

Hip Replacement Left Right Year (approx. if unsure) ___________

Other Joint Replacement Joint ________________________ Year ________________

Other Surgical Procedure Procedure ___________________ Year ________________




Employee Signature: ________________________________________ Date: _________________________

Employer Representative: ___________________________________ Date: _________________________

PAGE _____ OF ______

SIB FORM D (10/17)

EXPLANATION PAGE Please use the space below to explain the illnesses and/or conditions that you checked a Yes (Y) or any other medical conditions that may not be listed on this form. Ask your employer for additional copies of this page if needed.

CONDITION: ____________________________________________________ Year Diagnosed (approx): _______________

Are you still treating for this condition? Yes No

Are you taking medication for this condition? Yes No

Do you have any permanent restrictions for this condition? Yes No

Brief Explanation: ___________________________________________________________________________________


















PAGE _____ OF ______

SIB FORM D (10/17)

Please answer the following questions.

1. Has any doctor ever restricted your activities? Yes No If “Yes,” please list the restrictions: __________________________________________________________ Were the restrictions: Permanent ____ Temporary ____ Are your activities currently restricted? Yes No What is the medical condition for which you have restrictions? ____________________________________

2. Are you presently treating with a doctor, chiropractor, psychiatrist, psychologist or other health‐care provider? Yes No

Please list the medical condition being treated: ________________________________________________

Doctor’s Name: ________________________________Specialty: __________________________________

Doctor’s Address: ________________________________________________________________________

3. If you are currently taking prescription medication other than those listed on the Explanation Page, please complete the requested information below.

Medication: ___________________________________Prescribing Doctor: __________________________

Medication: ___________________________________Prescribing Doctor: __________________________

4. Have you ever had an on the job accident? Yes No If you answered “YES,” please provide the date for each injury and the nature of the injury:

_______________________________________________________________________________________

How long were you on compensation? _________________________

Name of Employer: _______________________________________________________________________

5. Has a doctor recommended a surgical procedure, which has not been completed prior to this date, including but not limited to knee, hip or shoulder replacement? Yes No

If you answered YES, please provide:

Recommended surgery: _____________________________________

Approximate date of recommendation: _________________________

Doctor’s Name: ________________________________Specialty: __________________________________

Doctor’s Address: ________________________________________________________________________



PAGE _____ OF ______

SIB FORM D (10/17)

TO BE COMPLETED BY EMPLOYEE

EMPLOYEE WARNING

FAILURE TO ANSWER TRUTHFULLY AND/OR CORRECTLY TO ANY OF THE QUESTIONS ON THIS FORM MAY RESULT IN A FORFEITURE OF ANY AND ALL WORKERS COMPENSATION BENEFITS UNDER La. R.S. 23:1208.1.

I have completed this form honestly and to the best of my knowledge. I understand that providing false information or omitting pertinent information could result in loss of my workers compensation benefits should I become injured on the job.

Employee Signature: _____________________________________________________ Date: _____________

Employee Printed Name: _____________________________________________________________________

PAGE _____ OF ______

SIB FORM D (10/17)

TO BE COMPLETED BY EMPLOYER REPRESENTATIVE

EMPLOYER WARNING

PURSUANT TO La. R.S. 23:1208 OF THE LOUISIANA WORKERS’ COMPENSATION ACT, IT SHALL BE UNLAWFUL FOR A PERSON, FOR THE PURPOSE OF OBTAINING OR DEFEATING ANY BENEFIT PAYMENT UNDER THE PROVISIONS OF THIS CHAPTER, EITHER FOR HIMSELF OR FOR ANY OTHER PERSON, TO WILLFULLY MAKE A FALSE STATEMENT OR REPRESENTATION. PENALTIES FOR VIOLATIONS INCLUDE IMPRISONMENT, FINES, AND/OR THE FORFEITURE OF BENEFITS. You must certify the following:

1. That I am an authorized representative of the employer designated to obtain and review the information provided by the employee on this questionnaire; 2. That I have provided the employee with as many copies of the Explanation Page as needed and have confirmed the number of and labeled the pages of this questionnaire; 3. That I have provided assistance to the employee (if requested) in responding to the questions on this questionnaire; 4. That the information sought by this authorization is made on an applicant for employment only after a conditional job offer has been made and accepted, or on a current employee; and 5. That the information obtained in the authorization will NOT be used to discriminate in any manner against the individual who is the subject of this authorization on any basis, in violation of the Americans with Disabilities Act of 1990, 42 U.S.C. §12101, et seq., or any other state or federal law; 6. That if requested, a photocopy of this fully completed and signed form will be provided to the employee.

Employer Representative Signature:__________________________________________ Date: _____________

Employer Representative Printed Name: _________________________________________________________

Title: _____________________________________________________________________________________

Revised 2/2020

Direct Deposit Authorization I (we) hereby authorize the Archdiocese of New Orleans [via my employing work Location] to initiate credit entries and to initiate, if necessary, debit entries and adjustments for any credit entries in error to my (our) account(s) indicated below. This also authorizes the Financial Institution(s) named below to credit and/or debit the same to such account(s). Account 1 Account 1 Type: � Checking � Savings Bank Name: __________________________________________________ Bank City: ____________________ State: ______ Zip Code: _________ Bank Routing Number (ABA 9 digit number): _______________________ Account Number: _____________________________________________ I wish to deposit (check one):

� ____ % of Net � Specific Dollar Amount $______ � Remainder of Net Pay

Account 2 Account 2 Type: � Checking � Savings Bank Name: __________________________________________________ Bank City: ____________________ State: ______ Zip Code: _________ Bank Routing Number (ABA 9 digit number): _______________________ Account Number: _____________________________________________ I wish to deposit (check one):

� ____ % of Net � Specific Dollar Amount $______ � Remainder of Net Pay

This authority is to remain in full force and effect until the Archdiocese of New Orleans has received written notification from me (or either of us) of its termination in such time and in such manner as to afford the Archdiocese of New Orleans and the Financial Institution(s) Depository a reasonable opportunity to act on it. Authorized Signature: _____________________________ Date: _____________ Print Name: _____________________________________ Employing Location:

*Please attach a copy of a voided check for each account to be used for direct deposit.*

Revised 3/2016

In Case of an Emergency

EMPLOYEE INFORMATION:

_________________________________ _______________________________ _____________ Last First Middle

______________________________________________________________________________ Mailing Address City State Zip

______________________________________________________________________________ Physical Address (if different) City State Zip

(____)______________ (____)______________ ________________ ________________ Home Phone # Cell Phone # Date of Birth Date Employed

EMERGENCY CONTACT INFORMATION:

______________________________________________ _______________________________ Primary Contact Name Relationship

(____)______________ (____)______________ (____)______________ Home Phone # Cell Phone # Alternate Phone #

______________________________________________ _______________________________ Secondary Contact Name Relationship

(____)______________ (____)______________ (____)______________ Home Phone # Cell Phone # Alternate Phone #

Additional Information that may be helpful in the event of an emergency (Special Medical Problems, Allergies, Preferred Hospital, etc.):

______________________________________________________________________________

______________________________________________________________________________

Updated 2/2020

EMPLOYEE INFORMATION:

Last First Middle

Mailing Address City State Zip

_ _ _ - _ _ - _ _ _ _ SSN Gender Date of Birth

JOB INFORMATION:

Exempt Non-Exempt $ /hr or $ / year Status (Circle One) Date Employed Salary (please attach salary change history)

Benefits Eligibility (Circle One): Full Time Part Time with Benefits Part Time without Benefits (30+ hours/week) (< 30 hours/week, but > 20) (< 20 hours/week)

WC Code (four digits) Average Hours/week Job Title

EMPLOYER INFORMATION:

Parish/School/Entity Name Location

Monthly Semi-Monthly (24 pays/yr) Bi-Weekly (26 pays/yr) Weekly Pay Frequency (Circle One)

Current Staff Information Sheet

B e n e f i t s E n r o l l m e n t A c k n o w l e d g e m e n t U P D A T E D By initialing next to each benefit option, I acknowledge that I have received and reviewed my Benefits Enrollment Options. By signing this form I acknowledge that I understand my benefits responsibilities as listed below as well as deadlines for enrollment. More detailed information on all plans can be found online at ANO’S Staff Benefits Information page: https://nolacatholic.org/ano-staff-benefits-information

2020 - 2021 Annual Enrollment | July 1, 2020 Changes 2020 is a Positive Enrollment Year

ALL eligible staff MUST Call the BAC or go Online to Verify current Elections or Waive Coverages, even if making no changes. Please call the Benefits Advocacy Center at: 1-833-857-0755 or visit https://enroll.benefitsconnect.net/archofno to enroll.

Medical (United Healthcare ChoicePlus/UMR) I understand that I must complete my UMR/United Healthcare application or change form by May 29, 2020 if I need to make changes. Any submission after this date may forfeit my right to enroll or make changes in the medical plan until the next open enrollment period unless I have a qualifying event. Optional Plans: Dental | Vision & NEW Accident | NEW Critical Illness (Guardian) I understand that I must complete my Guardian application/change form by May 29, 2020. I may elect/waive ANY or ALL optional plans as best meets my needs. Any submission after this date may forfeit my right to enroll or make changes in the dental plan until the next open enrollment period unless I have a qualifying event. Supplemental Employee and Dependent Life (Guardian) Supplemental Employee and Dependent Life without medical questions is ONLY available to NEW HIRES until Open Enrollment 2022 up to the guaranteed issue amounts. Any submission for NEW HIRES outside of the grace period may forfeit my right to enroll or make changes in the life plan until the next open enrollment period. My portion of the medical, dental, vision cost (if applicable) will be taken out of my paycheck pre-tax; therefore, I cannot revoke my elections until next open enrollment unless I have a qualifying event; my portion for employee/dependent life, accident and critical illness coverage are taken out post-tax.

NEW HIRE Enrollment | Coverages effective as of July 1, 2020 Please call the Benefits Advocacy Center at: 1-833-857-0755 or visit https://enroll.benefitsconnect.net/archofno to enroll.

Medical (United Healthcare ChoicePlus/UMR) I understand that I must complete a Health application either enrolling or waiving within 30 days of my hire date. Any submission after this date may forfeit my right to enroll in the medical plan until next open enrollment period unless I have a qualifying event.

Optional Plans: Dental | Vision | Accident | Critical Illness (Guardian) I understand that I must complete a Guardian application either enrolling or waiving for within 30 days of my hire date. I may elect/waive ANY or ALL optional plans as best meets my needs. Any submission after this date may forfeit my right to enroll in the dental plan until next open enrollment period unless I have a qualifying event. Supplemental Employee and Dependent Life (Guardian) I understand that I must complete a Guardian application and beneficiary form either enrolling or waiving within 30 days of my hire date. Any submission after this date may forfeit my right to enroll or make changes in the supplemental life plan until the 2022 open enrollment period unless I have a qualifying event. Supplemental Employee and Dependent Life benefits will go into effect the first of the month following the date of my employment, and the premium will be taken out of my paycheck post-tax. This election cannot be changed until the July 2022 policy renewal unless I have a qualifying event. I will have the option to revoke my election during the open enrollment.

_________Medical, Dental, Vision, Vol Life, Critical Illness and Accident Benefits will go into effect the first of the month following the date of my employment. My portion of the benefits cost (if applicable) for medical, dental, and vision will be taken out of my paycheck pre-tax, therefore, I cannot revoke my elections until next open enrollment; Deductions for supplemental life, accident and critical illness are taken out post-tax.

Beneficiaries for Life (Guardian) and 401(K) (Voya) I do also hereby acknowledge that if applicable, I need to update my beneficiary form for the life and 401K plans and return that form to the site administrator or I may call VOYA’s information line at (877) 659-6995 and press 0 to update electronically. 401(K) (Voya)

I do hereby acknowledge that I am automatically enrolled in the 401K benefits program at a 4% deferral.

DATE EMPLOYEE NAME / SIGNATURE

DATE SITE ADMINISTRATOR SIGNATURE

LOCATION/PROGRAM:

Important: Please note that the Medicare Part D notice is included in the Annual Notices of the Staff Benefits Guide

LAST REVISED: 5.22.2020

https://nolacatholic.org/ano-staff-benefits-information

https://nolacatholic.org/ano-staff-benefits-information

https://enroll.benefitsconnect.net/archofno


Once you have made your final decisions about your benefits, you can log in to the online enrollment system or contact the Benefit Advocate Center to make your elections. Even if you do not want to enroll in any of the benefits, you still need to take action and decline the coverages offered to you. You MUST take action within 30 days of HIRE or your Life Change.

You have 2 options to enroll in Benefits:

How Do I Enroll?

Option 1:

Enrolling in the online system, benefitsCONNECT

Option 2:

Calling the Archdiocese Benefits Helpline

Once you have made your final decisions about your benefits for 2020, you can log in to the online enrollment system and make your elections. Even if you do not want to enroll in any of the benefits, you still need to log in and decline the coverages offered to you. You MUST take action by May 29th.

Website: https://enroll.benefitsconnect.net/archofno

Username: the first 6 letters of your last name (or your entire last name if six letters or less), the first letter of your first name, followed by the last 4 of your SSN (social security number).

Example: John Johnson, xxx-xx-1234 Username would be johnsoj1234

Password: the first time you log in, the password will be your SSN (no spaces or dashes). You will be given the opportunity to change your password after you log in the first time.

Simply call the Benefit Advocate Center at 1-833-857-0755

You can call between 7 AM – 6 PM CST

You may also email them at @ [email protected]

ANO BENEFITS 2020-21 4


TERMINATION DATE: _____________________

Name Change Location Transfer from:_______________ to: _______________ Termination of Employment

"Family Status" Change

Product Change from: ____________ to: ______________ Layoff/Leave of Absence

LAST NAME: ____________________________FIRST NAME: ________________________________________________ MI: _______SOCIAL SECURITY NO: ________________________ DATE OF BIRTH: _____________________

ADDRESS: ______________________________CITY: _____________________________________ STATE: _________ ZIP: __________________ HOME TELEPHONE: ___________________ CELL PHONE: ______________________

DATE OF HIRE: ________________________ FEMALE MALE SINGLE MARRIED DIVORCED

CHECK HERE IF YOU ARE DECLINING MEDICAL COVERAGEI DECLINE TO ENROLL IN THIS COVERAGE DUE TO: Spouse's Group Employer Plan: Plan Name:_______________; Policy Number: _________________ Tri‐Care Other:_______________

VA EligibilityMEDICAL PLAN 3 ‐ HIGH DEDUCTIBLE HMO 80 MEDICAL PLAN 4 ‐ OUT OF AREA PPO PLAN

(CHECK ONE) (CHECK ONE) (CHECK ONE) (CHECK ONE)EE ONLY EE ONLY EE ONLY EE ONLYEE + SPOUSE EE + SPOUSE EE + SPOUSE EE + SPOUSEEE + CHILD(REN) EE + CHILD(REN) EE + CHILD(REN) EE + CHILD(REN)EE + FAMILY EE + FAMILY EE + FAMILY EE + FAMILY

Medical Plans: Dependent children are covered to age 26 regardless of student status.Other Coverage Information: Will you or your dependents that you are enrolling in the plan have any other medical coverage in addition to this plan? Yes No If yes, Please indicate carrier information:

Coverage Start Date: Are you enrolled in Medicare? Yes No

Medicare # _______________________ Part A Part B

M / F

M / F

M / F

M / F

M / F

M / F

Archdiocese of New Orleans, Group Number: 76-413717

RELATIONSHIP

Medicare Medicaid

GENDER (Circle One) DATE OF BIRTH

SPOUSE:

ENROLLMENT:

Annual EnrollmentNew Staff Member

Carrier Name: Policy Number:

CHILD 2:

CHILD 3:

Retiree from Prior Employer

MEDICAL ADD/CANCEL Add/Cancel

Add Cancel

SSN

Coverage End Date:

Group #

MEDICAL PLAN 2 ‐ POS

See Other Side for Qualifying Events and Employee Acknowledgement

CHILD 5:

CHILD 4:

Add Cancel

Add Cancel

CHILD 1:

SECTION A: STAFF MEMBER PERSONAL INFORMATION

SECTION B: MEDICAL BENEFIT PLANS ‐ UMR (a United Healthcare Company)

Add/Remove Dependent

Address Change

COBRA or other continuation coverage from Prior Employer

Rehired/Reinstatement

Retiring: move from Class: ______ to Class: R001 Death

Individual Plan

2020/2021 BENEFIT ENROLLMENT/CHANGE FORM

Subgroup Number: ______________________ Subgroup Name:___________________________________________

Effective Date of Enrollment /Change: ___ /___ /_____

HIPAA: If you are declining enrollment for yourself or your dependents because you have other group health coverage, you may in the future be able to enroll yourself and your dependents (Qualifying Event), provided that you request enrollment withing 30 days after your other coverage ends. In addition, if you have a new dependent as a result of marriage, birth, adoption or placement for adoption, you may be able to enroll yourself and your dependents, provided that you request enrollment within 30 days after the marriage, birth, adoption or placement for adoption.

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MARITAL STATUS:

MEDICAL PLAN 1 ‐ HMO 90

CHANGE:

GENDER:

SECTION C: OTHER COVERAGE

SECTION D: ELIGIBLE DEPENDENTS FOR MEDICAL PLANS (COMPLETE ONLY IF DEPENDENT COVERAGE IS ELECTED)

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DEPENDENT NAMES (FULL NAME)

Divorce Other:_____________________Death COBRA or other continuation exhausted Termination or reduction in work hours

_____________________________________________________________________________

Employee Acknowledgement (Signature Required) Date:

SECTION E: QUALIFYING LIFE EVENT DATE:_______________________

If you lost coverage due to:(please complete Section C)

Archdiocese of New Orleans, Group Number: 76-413717

PAGE 2 OF 2

Employee Last Name:____________________________ Employee First Name: __________________________________ Subscriber #:_______________

SECTION F: STAFF MEMBER ACKNOWLEDGEMENT AND PREMIUM ONLY AUTHORIZATION ‐ (AUTHORIZING DEDUCTIONS TO BE TAKEN ON A PRE‐TAX BASIS)

2020/2021 BENEFIT ENROLLMENT/CHANGE FORM

I HEREBY UNDERSTAND THAT A SALARY REDUCTION FOR MEDICAL CONTRIBUTION PREMIUMS WILL BE TAKEN ON A PRE‐TAX BASIS. I UNDERSTAND THAT THIS ELECTION CANNOT BE REVOKED DURING THE PLAN YEAR UNLESS THERE IS A QUALIFYING EVENT.

FORM LOADED INTO benefitsCONNECT ON: ______________________

Marriage Placement for AdoptionBirth Provisional Custody by MandateAdoption Qualified Medical Child Support Orde

I hereby certify that all of the above information is true and correct. I understand that coverage will not be effective until all questions regarding eligibility for coverage have been satisfactorily resolved. I understand that I may not change the coverage elections that I make on the Employee Enrollment/Change Form until the plan’s next open/annual enrollment period or unless otherwise permitted by the Plan.

Please refer to your Employee Benefit Booklet for specific detail of your benefit plan. I hereby apply for coverage and authorize deductions from my earnings for the amount required, if any, to cover any contribution for coverage.

WAIVING COVERAGE:Important: If you decline benefits for yourself or your dependents, you may in the future be able to enroll yourself or your dependents in this benefit plan. You may have an opportunity to enroll during your annual enrollment period or if your family status changes. If you decline benefits

because of other group health or insurance coverage, and state so in writing, you may have the opportunity to enroll under HIPAA Special Enrollment because of loss of that coverage. By checking the box below, you are attesting that you are declining enrollment in this plan because you are enrolled in other group health coverage:

I attest that I am declining group health coverage because I am currently enrolled in other group health or insurance coverage. For specific plan language contact your Human Resources Representative.CERTIFICATION: I freely and voluntarily waive all coverage noted above.

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ENROLLMENT FORM Guardian Group ID #: 538205 (Voluntary Life, Dental, Vision, Accident & Critical Illness)

538250 (Basic Life, STD & LTD)

Human Resource Use

TYPE OF ENROLLMENT: ❑ New Hire

❑ Annual Open Enrollment ❑ Late Entrant

Location/Division Code LOCATION NAME: DATE OF

HIRE:

❑ Is this Enrollment Due to a Qualifying Life Event (Event examples: Marriage, Birth, Adoption, Divorce)

Event: ______________________________________________________

DATE OF LIFE EVENT: EMPLOYEE PHONE # ❑ Cell ❑ Home

EMPLOYEE EMAIL

ADDRESS:

EMPLOYEE NAME: EMPLOYEE DATE OF BIRTH: EMPLOYEE SOCIAL SECURITY #: MARITAL

STATUS: DATE OF MARRIAGE: (IF

APPLICABLE) EMPLOYEE GENDER:

ADDRESS: SS# CITY: STATE: ZIP:

SPOUSE NAME SS# SPOUSE DATE OF BIRTH SPOUSE GENDER

CHILD NAME SS# CHILD DATE OF BIRTH CHILD GENDER FULL-TIME STUDENT? (Y OR N)






BASIC LIFE/AD&D PLAN with Guardian Policy 538250

BASIC LIFE/AD&D PLAN: Your employer provides you with the following life insurance coverage at no cost to you.

Your employer provides Basic Term Life and AD&D Coverage in the amount of 2.5 times your base annual earnings, up to a maximum of $200,000.

DISABILITY COVERAGE: Guardian Policy 538250

DISABILITY COVERAGE: Your employer provides you with the following disability insurance at no cost to you:

Short Term Disability (STD) Coverage: 60% of your salary to a maximum of $1,000 per week

Long Term Disability (LTD) Coverage: 60% of your salary to a maximum of $4,000 per month

EMPLOYEE VOLUNTARY LIFE and VOLUNTARY AD&D with Guardian Policy 538205

LIFE: You may elect additional Life Insurance for yourself and your dependents.

You may elect coverage for yourself in one of the following amounts: ❑ $25,000 ❑ $50,000 ❑ $75,000 ❑ $100,000 ❑ $150,000

You must be covered for Voluntary Life coverage in order to purchase coverage for your spouse and/or child(ren).

• You may elect coverage for your spouse in the amount of $25,000.

• You may elect coverage for your child(ren) in the amount of $10,000.

Monthly rates and premiums are based on your age on January 1st each year.

Your child(ren) are covered for voluntary life to their 26th birthday.

During your initial eligibility period (new hires), you may elect up to the Guarantee Issue Limit of $150,000 without completing EOI (Evidence of Insurability). If you decline coverage when it is initially offered to you, you will be required to complete EOI and you may be declined for coverage.

Qualifying Events: you may elect either Spouse or Child(ren) coverage without completing EOI on the occurrence of marriage, birth or adoption.

❑ No change to current election

❑ I want to elect Employee Coverage in the amount of $ _________

❑ I want to elect Spouse Coverage in the amount of $25,000

❑ I want to elect Child Coverage in the amount of $10,000

❑ I decline coverage (EOI will be required in the future)

Your request will not be effective until you receive carrier approval.

Employee Authorization Signature Required on Page 2 of this Enrollment Form.

New Hires: You are eligible to enroll within 30 days of your Date of Hire.

Existing Employees: You will be eligible to enroll or make changes at the next scheduled Open Enrollment for Voluntary Life, held during May 2022 and effective on July1, 2022.

Updated May, 2020

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DENTAL with Guardian Policy 538205

PPO DENTAL: You may elect coverage for yourself and your dependents.

Your dental plan uses Guardian’s DentalGuard Preferred PPO Network.

Find a Provider Near You at www.GuardianAnytime.com and click on ‘Find a Provider’.

Low Plan: High Plan:

$50 Deductible, $1,250 Annual Maximum $50 Deductible, $1,250 Annual Maximum

Preventive: Covered at 100% Preventive: Covered at 100%

Basic : Covered at 80% Basic : Covered at 80%

Major: Not Covered Major: Covered at 50% after 6 months

Ortho: Not Covered Ortho: Covered at 50% after 12 months


I want to elect Dental coverage:

❑ Low Plan ❑ High Plan

❑ I want to elect Employee Only Dental coverage.

❑ I want to elect Dental coverage for Employee + 1 Dependent

❑ I want to elect Dental coverage for Employee + 2 or MoreDependents

❑ I decline Dental coverage for this Plan Year.

VISION with Guardian Policy 538205

VISION: You may elect coverage for yourself and your dependents.

Your vision plan uses the VSP Signature Network.

Find a Provider Near You at www.GuardianAnytime.com and click on ‘Find a Provider’.


❑ I want to elect Employee Only Vision coverage.

❑ I want to elect Employee + Spouse Vision coverage

❑ I want to elect Employee + Child(ren) Vision coverage

❑ I want to elect Employee + Family Vision coverage

❑ I decline Vision coverage for this Plan Year.

ACCIDENT with Guardian Policy 538205

ACCIDENT: You may elect coverage for yourself and your dependents.

❑ I want to elect Employee Only Accident coverage.

❑ I want to elect Employee + Spouse Accident coverage

❑ I want to elect Employee + Child(ren) Accident coverage

❑ I want to elect Employee + Family Accident coverage

❑ I decline Accident coverage for this plan Year

CRITICAL ILLNESS with Guardian Policy 538205

CRITICAL ILLNESS: You may elect coverage for yourself and your dependents.

Employee Insurance Amount:

❑ $10,000

❑ $20,000

❑ I decline Critical Illness coverage for this Plan Year

Monthly rates and premiums are based on your age on January 1st each year.

Your child(ren) are covered until their 26th birthday.

If you decline coverage when it is initially offered to you, you will be required to complete EOI and you may be declined for coverage.

Spouse Insurance Amount: May not exceed 50% of the employee’s amount

❑ $5,000

❑ $10,000 (Amount available only if Employee elects $20,000 of Critical Illness)

❑ I decline Critical Illness coverage for this Plan Year

Dependent Child(ren) Amount: May not exceed 25% of the employee’s amount

❑ I want to elect Child(ren) Critical Illness coverage at 25% of my benefit election

❑ I decline Child(ren) Critical Illness for this Plan Year

http://www.guardiananytime.com/

http://www.guardiananytime.com/

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Employee Authorization Signature Required on Page 2 of this Enrollment Form.

EMPLOYEE AUTHORIZATION

I verify that this enrollment form reflects my benefit elections under this plan. I have read the enrollment materials provided to me. I authorize my employer to deduct from my wages or salary any required premium contribution on a post-tax basis (Voluntary Life/Disability) as stipulated by this plan and my elections. I understand that my election will be effective through the end of the Plan Year and that I may not change my elections unless I experience a qualified change in status (as noted in the enrollment materials). If I experience a change in status, I must notify Human Resources and request to change my election within 30 days of the event, or I must wait until the next open enrollment period to change my election.

Life/Disability Disclaimer: I understand that life insurance coverage for a dependent, other than a newborn child, will not take effect if that dependent is confined to a hospital or other health care facility, or is home confined, or is unable to perform the normal activities of someone of like age and sex. I further understand that if I am not in active service on the date my coverage would otherwise take effect, I will be covered on the date I return to active service.

This disability plan includes a Pre-Existing Condition Limitation. Please refer to your certificate of coverage booklet for complete details regarding these provisions and all other provisions.

Submission of this form does not guarantee coverage. Among other things, coverage is contingent upon underwriting approval and meeting the applicable eligibility requirements as set forth in the applicable benefit booklet

If coverage is waived and you later decide to enroll, you may have to provide, at your own expense, proof of each person’s insurability. Guardian or its designee has the right to reject your request.

I acknowledge and consent to receiving electronic copies of applicable insurance related documents, in lieu of paper copies, to the extent permitted by applicable law. I may change this election only by providing thirty (30) day prior written notice.

Truth & Knowledge Disclaimer: I attest that the information provided above is true and correct to the best of my knowledge.

Fraud Statement: Any person who with intent to defraud any insurance company or other person files an application for insurance or statements of claim containing any materially, false information, or conceals for purpose of misleading information concerning any fact material hereto, commits a fraudulent insurance act, which is a crime, and may also be subject to civil penalties, or denial of insurance benefits.

Required Signature/Date:

Name: _________________________________________________________________________________________ Date: _______________________________

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BENEFICIARY DESIGNATION FORM Employer Name: ARCHDIOCESE OF NEW ORLEANS

Guardian Group Plan ID #: 538205 (Voluntary Life) 538250 (Basic Life)

EMPLOYEE NAME: DATE OF BIRTH: SOCIAL SECURITY NUMBER:

MARITAL STATUS: EMPLOYEE PHONE # ❑ Cell ❑ Home

ADDRESS: CITY: STATE: ZIP:

Primary and Contingent Beneficiaries: Unless you designate a percentage, proceeds are paid to primary surviving beneficiaries in equal shares. Proceeds are paid to contingent beneficiaries only when there are no surviving primary beneficiaries. If you designate contingent beneficiaries and do not designate percentages, proceeds are paid to the surviving contingent beneficiaries in equal shares. Unless otherwise provided, the share of a beneficiary who dies before the insured will be divided proportionately among the surviving beneficiaries in the respective category (primary or contingent).

BENEFICIARY INFORMATION: Basic Life and Basic AD&D

I hereby revoke any previous designations of primary beneficiary(ies) and contingent beneficiary(ies), if any, and in the event of my death, designate the following:

Name Address & Phone Number Gender

Relationship

(if spouse list date of marriage) Date of Birth

%

(Total Must Equal 100%)

Primary Beneficiary(ies)

Contingent Beneficiary(ies)

BENEFICIARY INFORMATION: Voluntary Life and Voluntary AD&D

I hereby revoke any previous designations of primary beneficiary(ies) and contingent beneficiary(ies), if any, and in the event of my death, designate the following:

Name Address & Phone Number Gender

Relationship

(if spouse list date of marriage) Date of Birth

%

(Total Must Equal 100%)

Primary Beneficiary(ies)

Contingent Beneficiary(ies)

Please Note: Employee is automatically the beneficiary for Spouse and Child Voluntary Life coverage.

Employee Signature

Employee Signature: ______________________________________________________ Date: ________________________

Guidelines for Designation of Beneficiaries

General: Please be sure to include the beneficiary’s full name and relationship to you. Providing this information can help expedite the claim process by making it easier to locate and verify beneficiaries. Minors: While you may designate minors as beneficiaries, please note that claim payments may be delayed due to special issues raised by these designations. In the event of a claim and the beneficiary is a minor child, the insurance proceeds will not be released to the minor child. The insurance proceeds may be paid to a duly appointed guardian of the child’s estate. You may want to obtain the assistance of an attorney in drafting your beneficiary designation. Trust as Beneficiary: You may designate a trust as beneficiary as follows: “To [name of trustee], trustee of the [name of trust], under a trust agreement dated [date of trust]”. Life Status Changes: We recommend that you review your beneficiary designation when significant life status events occur, such as marriage, divorce, birth of a child, etc. See an Attorney: The above guidelines are general and not intended to be relied on as legal advice. Unless your designation is a simple one, we recommend that you obtain the assistance of an attorney in drafting your beneficiary designation. A qualified attorney can help assure that your beneficiary designation correctly reflects your intentions, is clear and unambiguous, and meets legal requirements.

VOLUNTARY LIFE ENROLLMENT New Hires: You are eligible to enroll within 30 days of your Date of Hire. Existing Employees: You will be eligible to enroll or make changes at the next scheduled Open Enrollment for Voluntary Life, held during May 2022 and effective on July1, 2022.

401(k) Plan Beneficiary Designation Form Revised 6/2016 – Page 1

401(k) Plan Beneficiary Designation Form

Employee Name: ______________________________ � SSN: ___ ___ ___ - ___ ___ - ___ ___ ___ ___ (Please Print)

All benefit eligible employees who work 20 hours or more per week are eligible to participate in the 401(k) plan. A contribution of at least 3% will earn you a 3.5% match provided by the Archdiocese.

401(k) Beneficiary Designation

If you are married, by law your spouse must be your sole primary beneficiary, unless your spouse agrees to the designation of another beneficiary. To name someone other than your spouse, your spouse’s consent is required in the Spousal Consent section on the reverse side of this form.

____ Married: I am married, and understand that if my marriage ends, this beneficiary designation will remain in effect until I file a new Beneficiary Designation Form or remarry.

____ Not married: I am not married, and understand that if I do not designate a beneficiary, my estate will be my beneficiary. However, if at any time I do marry, my spouse becomes my beneficiary, unless my spouse consents otherwise.

Primary Beneficiary(ies) - I hereby designate the following person(s) as my Primary Beneficiary(ies) under the Plan and revoke any beneficiary designation I may have previously made:

Name of Primary Beneficiary(ies) Relationship Percentage (Must Total 100%)

_______________________________ _______________________ __________%

_______________________________ _______________________ __________%

_______________________________ _______________________ __________%

Secondary Beneficiary(ies) - I hereby designate the following person(s) as my Secondary Beneficiary(ies) under the plan and revoke any beneficiary designation I may have previously made. Secondary beneficiaries become entitled to payment ONLY IF ALL Primary Beneficiaries named above predecease the participant:

Name of Secondary Beneficiary(ies) Relationship Percentage (Must Total 100%)

_______________________________ _______________________ __________%

_______________________________ _______________________ __________%

_______________________________ _______________________ __________%

In addition to the above, I also authorize Voya to accept and implement all my electronic instructions given via the information line.

X__________________________________ _______________________ ___(_____)____________ Employee Signature Date Daytime Phone Number

Please see reverse if you are married and want to designate someone other than your spouse as a primary beneficiary.

401(k) Plan Beneficiary Designation Form Revised 6/2016 – Page 2

Employee Name: _______________________________ � SSN: ___ ___ ___ - ___ ___ - ___ ___ ___ ___ (Please Print)

IMPORTANT: This section is required only if you are married AND designate someone other than your spouse as sole primary beneficiary for the 401(k) Plan. IT MUST BE NOTARIZED.

Spousal Consent to Name Another Beneficiary Under the 401(k) Plan

I, ____________________________ (spouse’s name) certify that I am the spouse of the participant named on this form, and have read the form as completed and signed by my spouse, the Plan participant. I hereby consent to the Designation of Beneficiary, and acknowledge that to the extent anyone other than me is designated Primary Beneficiary, I am waiving any rights that I may otherwise have to receive benefits under the Plan in the event of my spouse’s death.

__________________________________ _______________________ Signature of Spouse Date

__________________________________ _______________________ Signature of Notary Public Date

(Notary Seal)

Created 9/2016

Waiver of Employer Sponsored Health Coverage

for Benefits Eligible Staff Member

Having met the eligibility requirements, you are being offered the opportunity to enroll in health coverage

offered by The Archdiocese of New Orleans. You have the right to decline/waive coverage. If you do

waive coverage for yourself, you may not cover dependents under the Employer’s health plan.

Note that if you waive coverage considered affordable and minimum essential under the Patient Protection

and Affordable Care Act (ACA), you will not qualify for government credits and subsidies to purchase

individual health insurance on the marketplace.

Please initial next to each statement:

______ I understand that if I am waiving/declining coverage because I am covered under another plan, such

as a spouse’s plan, Medicaid, or Medicare, and that coverage is lost, I can enroll in my Employer’s

health plan immediately. I understand that this must be done within 30 days.

______ I understand that if I gain a new dependent through birth, adoption or marriage, I may enroll myself,

the new dependent, and the entire family at that time, but I must do so within 30 days of gaining the

new dependent. If I miss the 30-day enrollment deadline, I understand that I must then wait until

the next open enrollment period.

______ I understand that it is my responsibility to request special enrollment forms from my Site

Administrator and submit them within 30 days of the date of the life event.

______ I acknowledge that my Employer has offered me the opportunity to enroll myself and my eligible

dependents in Employer Sponsored Health Insurance for the plan year effective / / ,

and I am choosing to waive/decline/terminate the coverage.

I am waiving/terminating coverage due to:

Coverage under my spouse’s plan

Alternate coverage

Other reason: _________________________

*If you are choosing to terminate your health coverage during the plan year, please indicate the effective date: / /

Name of Staff Member (Printed) Signature of Staff Member Date

As a representative of The Archdiocese of New Orleans, I have received this Waiver of Coverage from the

above staff member.

Name of Site Administrator (Printed) Signature of Site Administrator Date

If you have different coverage, please indicate the type:

Individual COBRA Medicare TRICARE Medicaid Employer-Sponsored

Group Plan

Updated 2/2020

Acknowledgement of Ineligibility for Employer Sponsored Health Coverage

I understand that, because I do not meet the eligibility requirements, I am not receiving an offer of employer sponsored health insurance from ____________________________ for the plan year effective / / . If I do meet the eligibility requirements in the future, I will receive an offer of coverage at that time.

Name of Staff Member (Printed) Signature of Staff Member Date

As a representative of ________________________________, I have received this Acknowledgment of Ineligibility from the above staff member.

Name of Site Administrator (Printed) Signature of Site Administrator Date

Employing Work Location

Form W-42020

Employee’s Withholding Certificate

Department of the Treasury Internal Revenue Service

▶ Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. ▶ Give Form W-4 to your employer.

▶ Your withholding is subject to review by the IRS.

OMB No. 1545-0074

Step 1: Enter Personal Information

(a) First name and middle initial Last name

Address

City or town, state, and ZIP code

(b) Social security number

▶ Does your name match the name on your social security card? If not, to ensure you get credit for your earnings, contact SSA at 800-772-1213 or go to www.ssa.gov.

(c) Single or Married filing separately

Married filing jointly (or Qualifying widow(er))

Head of household (Check only if you’re unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.)

Complete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 for more information on each step, who can claim exemption from withholding, when to use the online estimator, and privacy.

Step 2: Multiple Jobs or Spouse Works

Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spousealso works. The correct amount of withholding depends on income earned from all of these jobs.

Do only one of the following.

(a) Use the estimator at www.irs.gov/W4App for most accurate withholding for this step (and Steps 3–4); or

(b) Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below for roughly accurate withholding; or

(c) If there are only two jobs total, you may check this box. Do the same on Form W-4 for the other job. This option is accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld . . . . . ▶

TIP: To be accurate, submit a 2020 Form W-4 for all other jobs. If you (or your spouse) have self-employment income, including as an independent contractor, use the estimator.

Complete Steps 3–4(b) on Form W-4 for only ONE of these jobs. Leave those steps blank for the other jobs. (Your withholding will be most accurate if you complete Steps 3–4(b) on the Form W-4 for the highest paying job.)

Step 3:

Claim Dependents

If your income will be $200,000 or less ($400,000 or less if married filing jointly):

Multiply the number of qualifying children under age 17 by $2,000 ▶ $

Multiply the number of other dependents by $500 . . . . ▶ $

Add the amounts above and enter the total here . . . . . . . . . . . . . 3 $

Step 4 (optional):

Other Adjustments

(a)

Other income (not from jobs). If you want tax withheld for other income you expect this year that won’t have withholding, enter the amount of other income here. This may include interest, dividends, and retirement income . . . . . . . . . . . . 4(a) $

(b)

Deductions. If you expect to claim deductions other than the standard deductionand want to reduce your withholding, use the Deductions Worksheet on page 3 and enter the result here . . . . . . . . . . . . . . . . . . . . . 4(b) $

(c) Extra withholding. Enter any additional tax you want withheld each pay period . 4(c) $

Step 5:

Sign Here

Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

▲

Employee’s signature (This form is not valid unless you sign it.)

▲

Date

Employers Only

Employer’s name and address First date of employment

Employer identification number (EIN)

For Privacy Act and Paperwork Reduction Act Notice, see page 3. Cat. No. 10220Q Form W-4 (2020)


General InstructionsFuture DevelopmentsFor the latest information about developments related to Form W-4, such as legislation enacted after it was published, go to www.irs.gov/FormW4.

Purpose of FormComplete Form W-4 so that your employer can withhold the correct federal income tax from your pay. If too little is withheld, you will generally owe tax when you file your tax return and may owe a penalty. If too much is withheld, you will generally be due a refund. Complete a new Form W-4 when changes to your personal or financial situation would change the entries on the form. For more information on withholding and when you must furnish a new Form W-4, see Pub. 505.

Exemption from withholding. You may claim exemption from withholding for 2020 if you meet both of the following conditions: you had no federal income tax liability in 2019 and you expect to have no federal income tax liability in 2020. You had no federal income tax liability in 2019 if (1) your total tax on line 16 on your 2019 Form 1040 or 1040-SR is zero (or less than the sum of lines 18a, 18b, and 18c), or (2) you were not required to file a return because your income was below the filing threshold for your correct filing status. If you claim exemption, you will have no income tax withheld from your paycheck and may owe taxes and penalties when you file your 2020 tax return. To claim exemption from withholding, certify that you meet both of the conditions above by writing “Exempt” on Form W-4 in the space below Step 4(c). Then, complete Steps 1a, 1b, and 5. Do not complete any other steps. You will need to submit a new Form W-4 by February 16, 2021.

Your privacy. If you prefer to limit information provided in Steps 2 through 4, use the online estimator, which will also increase accuracy.

As an alternative to the estimator: if you have concerns with Step 2(c), you may choose Step 2(b); if you have concerns with Step 4(a), you may enter an additional amount you want withheld per pay period in Step 4(c). If this is the only job in your household, you may instead check the box in Step 2(c), which will increase your withholding and significantly reduce your paycheck (often by thousands of dollars over the year).

When to use the estimator. Consider using the estimator at www.irs.gov/W4App if you:

1. Expect to work only part of the year;

2. Have dividend or capital gain income, or are subject to additional taxes, such as the additional Medicare tax;

3. Have self-employment income (see below); or

4. Prefer the most accurate withholding for multiple job situations.

Self-employment. Generally, you will owe both income and self-employment taxes on any self-employment income you receive separate from the wages you receive as an employee. If you want to pay these taxes through withholding from your wages, use the estimator at www.irs.gov/W4App to figure the amount to have withheld.

Nonresident alien. If you’re a nonresident alien, see Notice 1392, Supplemental Form W-4 Instructions for Nonresident Aliens, before completing this form.

Specific InstructionsStep 1(c). Check your anticipated filing status. This will determine the standard deduction and tax rates used to compute your withholding.

Step 2. Use this step if you (1) have more than one job at the same time, or (2) are married filing jointly and you and your spouse both work.

Option (a) most accurately calculates the additional tax you need to have withheld, while option (b) does so with a little less accuracy.

If you (and your spouse) have a total of only two jobs, you may instead check the box in option (c). The box must also be checked on the Form W-4 for the other job. If the box is checked, the standard deduction and tax brackets will be cut in half for each job to calculate withholding. This option is roughly accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld, and this extra amount will be larger the greater the difference in pay is between the two jobs.

▲!CAUTION

Multiple jobs. Complete Steps 3 through 4(b) on only one Form W-4. Withholding will be most accurate if you do this on the Form W-4 for the highest paying job.

Step 3. Step 3 of Form W-4 provides instructions for determining the amount of the child tax credit and the credit for other dependents that you may be able to claim when you file your tax return. To qualify for the child tax credit, the child must be under age 17 as of December 31, must be your dependent who generally lives with you for more than half the year, and must have the required social security number. You may be able to claim a credit for other dependents for whom a child tax credit can’t be claimed, such as an older child or a qualifying relative. For additional eligibility requirements for these credits, see Pub. 972, Child Tax Credit and Credit for Other Dependents. You can also include other tax credits in this step, such as education tax credits and the foreign tax credit. To do so, add an estimate of the amount for the year to your credits for dependents and enter the total amount in Step 3. Including these credits will increase your paycheck and reduce the amount of any refund you may receive when you file your tax return.

Step 4 (optional).

Step 4(a). Enter in this step the total of your other estimated income for the year, if any. You shouldn’t include income from any jobs or self-employment. If you complete Step 4(a), you likely won’t have to make estimated tax payments for that income. If you prefer to pay estimated tax rather than having tax on other income withheld from your paycheck, see Form 1040-ES, Estimated Tax for Individuals.

Step 4(b). Enter in this step the amount from the Deductions Worksheet, line 5, if you expect to claim deductions other than the basic standard deduction on your 2020 tax return and want to reduce your withholding to account for these deductions. This includes both itemized deductions and other deductions such as for student loan interest and IRAs.

Step 4(c). Enter in this step any additional tax you want withheld from your pay each pay period, including any amounts from the Multiple Jobs Worksheet, line 4. Entering an amount here will reduce your paycheck and will either increase your refund or reduce any amount of tax that you owe.


Step 2(b)—Multiple Jobs Worksheet (Keep for your records.)

If you choose the option in Step 2(b) on Form W-4, complete this worksheet (which calculates the total extra tax for all jobs) on only ONE Form W-4. Withholding will be most accurate if you complete the worksheet and enter the result on the Form W-4 for the highest paying job.

Note: If more than one job has annual wages of more than $120,000 or there are more than three jobs, see Pub. 505 for additional tables; or, you can use the online withholding estimator at www.irs.gov/W4App.

1

Two jobs. If you have two jobs or you’re married filing jointly and you and your spouse each have onejob, find the amount from the appropriate table on page 4. Using the “Higher Paying Job” row and the“Lower Paying Job” column, find the value at the intersection of the two household salaries and enter that value on line 1. Then, skip to line 3 . . . . . . . . . . . . . . . . . . . . . 1 $

2 Three jobs. If you and/or your spouse have three jobs at the same time, complete lines 2a, 2b, and 2c below. Otherwise, skip to line 3.

a

Find the amount from the appropriate table on page 4 using the annual wages from the highest paying job in the “Higher Paying Job” row and the annual wages for your next highest paying jobin the “Lower Paying Job” column. Find the value at the intersection of the two household salaries and enter that value on line 2a . . . . . . . . . . . . . . . . . . . . . . . 2a $

b

Add the annual wages of the two highest paying jobs from line 2a together and use the total as the wages in the “Higher Paying Job” row and use the annual wages for your third job in the “Lower Paying Job” column to find the amount from the appropriate table on page 4 and enter this amount on line 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b $

c Add the amounts from lines 2a and 2b and enter the result on line 2c . . . . . . . . . . 2c $

3 Enter the number of pay periods per year for the highest paying job. For example, if that job paysweekly, enter 52; if it pays every other week, enter 26; if it pays monthly, enter 12, etc. . . . . . 3

4

Divide the annual amount on line 1 or line 2c by the number of pay periods on line 3. Enter thisamount here and in Step 4(c) of Form W-4 for the highest paying job (along with any other additionalamount you want withheld) . . . . . . . . . . . . . . . . . . . . . . . . . 4 $

Step 4(b)—Deductions Worksheet (Keep for your records.)

1

Enter an estimate of your 2020 itemized deductions (from Schedule A (Form 1040 or 1040-SR)). Such deductions may include qualifying home mortgage interest, charitable contributions, state and local taxes (up to $10,000), and medical expenses in excess of 10% of your income . . . . . . . . 1 $

2 Enter: { • $24,800 if you’re married filing jointly or qualifying widow(er)• $18,650 if you’re head of household• $12,400 if you’re single or married filing separately

} . . . . . . . . 2 $

3 If line 1 is greater than line 2, subtract line 2 from line 1. If line 2 is greater than line 1, enter “-0-” . . 3 $

4 Enter an estimate of your student loan interest, deductible IRA contributions, and certain other adjustments (from Schedule 1 (Form 1040 or 1040-SR)). See Pub. 505 for more information . . . 4 $

5 Add lines 3 and 4. Enter the result here and in Step 4(b) of Form W-4 . . . . . . . . . . . 5 $

Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. Internal Revenue Code sections 3402(f)(2) and 6109 and their regulations require you to provide this information; your employer uses it to determine your federal income tax withholding. Failure to provide a properly completed form will result in your being treated as a single person with no other entries on the form; providing fraudulent information may subject you to penalties. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation; to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their tax laws; and to the Department of Health and Human Services for use in the National Directory of New Hires. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Code section 6103.

The average time and expenses required to complete and file this form will vary depending on individual circumstances. For estimated averages, see the instructions for your income tax return.

If you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return.

Form W-4 (2020) Page 4Married Filing Jointly or Qualifying Widow(er)

Higher Paying Job Annual Taxable Wage & Salary


$0 - 9,999

$10,000 - 19,999

$20,000 - 29,999

$30,000 - 39,999

$40,000 - 49,999

$50,000 - 59,999

$60,000 - 69,999

$70,000 - 79,999

$80,000 - 89,999

$90,000 - 99,999

$100,000 - 109,999

$110,000 - 120,000

$0 - 9,999 $0 $220 $850 $900 $1,020 $1,020 $1,020 $1,020 $1,020 $1,210 $1,870 $1,870

$10,000 - 19,999 220 1,220 1,900 2,100 2,220 2,220 2,220 2,220 2,410 3,410 4,070 4,070

$20,000 - 29,999 850 1,900 2,730 2,930 3,050 3,050 3,050 3,240 4,240 5,240 5,900 5,900

$30,000 - 39,999 900 2,100 2,930 3,130 3,250 3,250 3,440 4,440 5,440 6,440 7,100 7,100

$40,000 - 49,999 1,020 2,220 3,050 3,250 3,370 3,570 4,570 5,570 6,570 7,570 8,220 8,220

$50,000 - 59,999 1,020 2,220 3,050 3,250 3,570 4,570 5,570 6,570 7,570 8,570 9,220 9,220

$60,000 - 69,999 1,020 2,220 3,050 3,440 4,570 5,570 6,570 7,570 8,570 9,570 10,220 10,220

$70,000 - 79,999 1,020 2,220 3,240 4,440 5,570 6,570 7,570 8,570 9,570 10,570 11,220 11,240

$80,000 - 99,999 1,060 3,260 5,090 6,290 7,420 8,420 9,420 10,420 11,420 12,420 13,260 13,460

$100,000 - 149,999 1,870 4,070 5,900 7,100 8,220 9,320 10,520 11,720 12,920 14,120 14,980 15,180

$150,000 - 239,999 2,040 4,440 6,470 7,870 9,190 10,390 11,590 12,790 13,990 15,190 16,050 16,250

$240,000 - 259,999 2,040 4,440 6,470 7,870 9,190 10,390 11,590 12,790 13,990 15,520 17,170 18,170

$260,000 - 279,999 2,040 4,440 6,470 7,870 9,190 10,390 11,590 13,120 15,120 17,120 18,770 19,770

$280,000 - 299,999 2,040 4,440 6,470 7,870 9,190 10,720 12,720 14,720 16,720 18,720 20,370 21,370

$300,000 - 319,999 2,040 4,440 6,470 8,200 10,320 12,320 14,320 16,320 18,320 20,320 21,970 22,970

$320,000 - 364,999 2,720 5,920 8,750 10,950 13,070 15,070 17,070 19,070 21,290 23,590 25,540 26,840

$365,000 - 524,999 2,970 6,470 9,600 12,100 14,530 16,830 19,130 21,430 23,730 26,030 27,980 29,280

$525,000 and over 3,140 6,840 10,170 12,870 15,500 18,000 20,500 23,000 25,500 28,000 30,150 31,650

Single or Married Filing SeparatelyHigher Paying Job



$0 - 9,999

$10,000 - 19,999

$20,000 - 29,999

$30,000 - 39,999

$40,000 - 49,999

$50,000 - 59,999

$60,000 - 69,999

$70,000 - 79,999

$80,000 - 89,999

$90,000 - 99,999

$100,000 - 109,999

$110,000 - 120,000

$0 - 9,999 $460 $940 $1,020 $1,020 $1,470 $1,870 $1,870 $1,870 $1,870 $2,040 $2,040 $2,040

$10,000 - 19,999 940 1,530 1,610 2,060 3,060 3,460 3,460 3,460 3,640 3,830 3,830 3,830

$20,000 - 29,999 1,020 1,610 2,130 3,130 4,130 4,540 4,540 4,720 4,920 5,110 5,110 5,110

$30,000 - 39,999 1,020 2,060 3,130 4,130 5,130 5,540 5,720 5,920 6,120 6,310 6,310 6,310

$40,000 - 59,999 1,870 3,460 4,540 5,540 6,690 7,290 7,490 7,690 7,890 8,080 8,080 8,080

$60,000 - 79,999 1,870 3,460 4,690 5,890 7,090 7,690 7,890 8,090 8,290 8,480 9,260 10,060

$80,000 - 99,999 2,020 3,810 5,090 6,290 7,490 8,090 8,290 8,490 9,470 10,460 11,260 12,060

$100,000 - 124,999 2,040 3,830 5,110 6,310 7,510 8,430 9,430 10,430 11,430 12,420 13,520 14,620

$125,000 - 149,999 2,040 3,830 5,110 7,030 9,030 10,430 11,430 12,580 13,880 15,170 16,270 17,370

$150,000 - 174,999 2,360 4,950 7,030 9,030 11,030 12,730 14,030 15,330 16,630 17,920 19,020 20,120

$175,000 - 199,999 2,720 5,310 7,540 9,840 12,140 13,840 15,140 16,440 17,740 19,030 20,130 21,230

$200,000 - 249,999 2,970 5,860 8,240 10,540 12,840 14,540 15,840 17,140 18,440 19,730 20,830 21,930

$250,000 - 399,999 2,970 5,860 8,240 10,540 12,840 14,540 15,840 17,140 18,440 19,730 20,830 21,930

$400,000 - 449,999 2,970 5,860 8,240 10,540 12,840 14,540 15,840 17,140 18,450 19,940 21,240 22,540

$450,000 and over 3,140 6,230 8,810 11,310 13,810 15,710 17,210 18,710 20,210 21,700 23,000 24,300

Head of HouseholdHigher Paying Job



$0 - 9,999

$10,000 - 19,999

$20,000 - 29,999

$30,000 - 39,999

$40,000 - 49,999

$50,000 - 59,999

$60,000 - 69,999

$70,000 - 79,999

$80,000 - 89,999

$90,000 - 99,999

$100,000 - 109,999

$110,000 - 120,000

$0 - 9,999 $0 $830 $930 $1,020 $1,020 $1,020 $1,480 $1,870 $1,870 $1,930 $2,040 $2,040

$10,000 - 19,999 830 1,920 2,130 2,220 2,220 2,680 3,680 4,070 4,130 4,330 4,440 4,440

$20,000 - 29,999 930 2,130 2,350 2,430 2,900 3,900 4,900 5,340 5,540 5,740 5,850 5,850

$30,000 - 39,999 1,020 2,220 2,430 2,980 3,980 4,980 6,040 6,630 6,830 7,030 7,140 7,140

$40,000 - 59,999 1,020 2,530 3,750 4,830 5,860 7,060 8,260 8,850 9,050 9,250 9,360 9,360

$60,000 - 79,999 1,870 4,070 5,310 6,600 7,800 9,000 10,200 10,780 10,980 11,180 11,580 12,380

$80,000 - 99,999 1,900 4,300 5,710 7,000 8,200 9,400 10,600 11,180 11,670 12,670 13,580 14,380

$100,000 - 124,999 2,040 4,440 5,850 7,140 8,340 9,540 11,360 12,750 13,750 14,750 15,770 16,870

$125,000 - 149,999 2,040 4,440 5,850 7,360 9,360 11,360 13,360 14,750 16,010 17,310 18,520 19,620

$150,000 - 174,999 2,040 5,060 7,280 9,360 11,360 13,480 15,780 17,460 18,760 20,060 21,270 22,370

$175,000 - 199,999 2,720 5,920 8,130 10,480 12,780 15,080 17,380 19,070 20,370 21,670 22,880 23,980

$200,000 - 249,999 2,970 6,470 8,990 11,370 13,670 15,970 18,270 19,960 21,260 22,560 23,770 24,870

$250,000 - 349,999 2,970 6,470 8,990 11,370 13,670 15,970 18,270 19,960 21,260 22,560 23,770 24,870

$350,000 - 449,999 2,970 6,470 8,990 11,370 13,670 15,970 18,270 19,960 21,260 22,560 23,900 25,200

$450,000 and over 3,140 6,840 9,560 12,140 14,640 17,140 19,640 21,530 23,030 24,530 25,940 27,240