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  • Benefits at a Glance
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Human Resources
Quinn Administration, 03, 00076
p. 617-287-5150
f. 617-287-5179

Benefited Employees

PRE-EMPLOYMENT PAPERWORK CHECKLIST INSTRUCTIONS

All new employees appointed to the University must complete Pre-Employment paperwork in order to be placed on the University’s payroll. It is recommended that you keep all of the documents together and return to Human Resources for processing.
NOTE: Human Resources will not be able to process your paperwork unless everything is completed and received in a timely fashion.

SECTION ONE (completed by appointee)

Download all forms from section one with the 2007 Federal Tax Form-W4 (PDF 424KB)

Download the I-9 Form as required for all preemployment paperwork

1. Personal Data Questionnaire (PDQ)*
The appointee must complete both sides of the form, sign, and date the back of the form. Under “Education,” faculty appointees need only complete the information for degrees earned at higher education institutions.

2. State Tax Form (M-4)*
The appointee must complete the form, sign and date the bottom. There are instructions on the form to help him/her fill out correctly. Inform the appointee that he/she can change his/her tax exemptions as often as he/she wishes if not comfortable with the deductions.

3. Federal Tax Form (W-4)*
Same instructions as above, In addition, since some people are confused by the length of this form and feel compelled to complete it in its entirety, inform the appointee that the majority of the form is really a worksheet for determining the appropriate number of exemptions. Only the bottom half of the front page needs to be completed.

**Federal law mandates that Non-Resident Aliens adhere to specific requirements when completing the W-4 and/or Form 8233 (for tax treaties), please contact Human Resources, additional information may be requested.

4. Employment Eligibility Verification Form (I-9)*
An appointee must provide documents within three days of employment that will verify identity as well as employment eligibility when completing the I-9 Form. Any one document that establishes both identity and employment eligibility (List A: e.g., U.S. Passport, Permanent Resident Card, Unexpired Foreign Passport) would satisfy the requirements for an I-9. Otherwise, a combination of documents is required to verify a person’s employment eligibility. One type of document needs to establish identity (List B: e.g., Driver’s license, School ID card with a photograph, voter’s registration card) while the other needs to establish employment eligibility (List C: e.g., U.S. social security card, original birth certificate, un-expired employment authorization document issued by the Department of Homeland Security).

SECTION TWO (received by appointee)

(Download all forms from section two PDF 504KB)

1. Guide to the Conflict of Interest Law
The appointee will be given the Guide to the Conflict of Interest Law and will check off the appropriate box to acknowledge that he/she has received the guide and is responsible for understanding its contents.

2. Guide to Political Activity (Public Employees and Fundraising)
The appointee will be given the Guide to Political Activity (Public Employees and Fundraising) and will check off the appropriate box to acknowledge that he/she has received the guide and is responsible for understanding its contents.

3. Sexual Harassment Policy
The appointee will be given the University’s Sexual Harassment Policy and will check off the appropriate box to acknowledge that he/she has received the policy and is responsible for understanding its contents.

4. Drug-Free Workplace Policy
The appointee will be given the University’s Drug-Free Workplace Policy and will check off the appropriate box to acknowledge that he/she has received the policy and is responsible for understanding its contents.

5. University of Massachusetts Policy on Fraudulent Financial Activities
The appointee will be given the University of Massachusetts Policy on Fraudulent Financial Activities and will check off the appropriate box to acknowledge that he/she has received the policy and is responsible for understanding its contents.

6. University of Massachusetts Principles of Employee Conduct
The appointee will be given the University of Massachusetts Principles of Employee Conduct and will check off the appropriate box to acknowledge that he/she has received the policy and is responsible for understanding its contents.

SECTION THREE (completed by appointee)

(Download all forms from section three PDF 248KB)

1. Retirement Savings Plans

Benefited employees are required to attend a New Employee Orientation which is schedule by our benefits office. **A correspondence will be mailed to your department indicating when and where new employee orientation will be held. This is an important session and will enable the employee to complete important benefits-related paperwork. Included in the packet is a “Benefits at a Glance”, which explains briefly the various plans and resources, offered by the University of Massachusetts Boston.

2. Form SSA – 1945 (Windfall Elimination Provision)
New Legislation {Section 419(c) of Public Law 108-203, the Social Security Protection Act of 2004} requires State and local government employers to provide a statement to employees hired January 1, 2005 or later in a job not covered under Social Security. The statement explains how a pension from that job could affect future Social Security benefits to which they may become entitled.

3. Benefits at a Glance
Explains briefly the various plans and resources, offered by the University of Massachusetts Boston.

4. Direct Deposit
Your payroll check will be deposited directly into your account: checking, savings, credit union etc. The University now offers up to four simultaneous accounts you can have your payroll check deposited. On the bottom of your personnel check, to the left side, you will locate a nine-digit transit number, alongside these series of numbers will be your account number, place these EXACT numbers on the direct deposit form (**Note: A VOIDED check must be submitted for all checking accounts). If the appointee wishes to have his/her check deposited into a savings account, he/she should contact the bank to get the transit (routing) number and account number.

***NOTE: Direct Deposit will take effect in 2 pay cycles.