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 system.
Please click this link to download the benefited pre-employment paperwork
Download the I-9 Form as required for all preemployment paperwork
SECTION ONE (completed by appointee)
1. Personal Data Questionnaire (PDQ)
The appointee must complete, sign and date the bottom of the form.
2. State Tax Form (M-4)
The appointee must complete, sign and date the bottom of the form.
Note: The appointee can change his/her tax exemptions as often as he/she needs.
3. Federal Tax Form (W-4)
Same instructions as above.
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 (Tax treaties), please contact Human Resources for additional information.
4. Form I-9, Employment Eligibility Verification***Please read instructions thoroughly ***
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) would satisfy the requirements for I-9 identity and Employment Eligibility. Otherwise, a combination of documents are required. 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).
5. University of Massachusetts Boston, Self Identification Form
It is the policy of the University of Massachusetts to collect, maintain, and report certain ethnicity, race, disability, and Vietnam Era Veteran status information as required by the Office of Federal Contract Compliance Programs (OFCCP), the Equal Employment Commission (EEOC), the Institute of Educational Sciences, United States Department of Education (DOE), and other required Federal and state entities. Any data collected as part of this process will not be used to make employment-related decisions. For a complete copy of the University’s policy on the collection, maintenance, and reporting of ethnicity, race, disability, and Veteran status information, please contact the Department of Human Resources or visit: www.umb.edu/hr
***Completion of this form or any part of this form is strictly voluntary, but will enable the University to accurately report the diversity of its faculty and staff and to monitor the effectiveness of its affirmative action programs.
SECTION TWO (received by appointee)
1. Guide to the Conflict of Interest Law
The appointee will check off the appropriate box to acknowledge receipt of the guide and the responsibility of understanding its contents.
2. Guide to Political Activity (Public Employees and Fundraising)
The appointee will check off the appropriate box to acknowledge receipt of the guide and the responsibility of understanding its contents.
3. Sexual Harassment Policy
The appointee will check off the appropriate box to acknowledge receipt of the policy and the responsibility of understanding its contents.
4. Drug-Free Workplace Policy
The appointee will check off the appropriate box to acknowledge receipt of the policy and the responsibility of understanding its contents.
5. University of Massachusetts Policy on Fraudulent Financial Activities
The appointee will check off the appropriate box to acknowledge receipt of the policy the responsibility of understanding its contents.
6. University of Massachusetts Principles of Employee Conduct
The appointee will check off the appropriate box to acknowledge receipt of the policy and the responsibility of understanding its contents.
Benefited employees are required to attend a New Employee Orientation which is conducted by our benefits office. For a listing of scheduled orientations, please visit our website: http://www.umb.edu/administration_finance/hr/benefits/orientation.html or contact the Department of Human Resources @ 617-287-5150
This is an important session and will enable the employee to complete important benefits-related paperwork. Included in the Pre-employment packet is a “Benefits at a Glance”, which explains briefly the various plans and resources, offered by the University of Massachusetts Boston.
SECTION THREE (completed by appointee)
1. State Retirement Plan - Retirement Savings Plan/New Member Enrollment Form
All active employees are required to contribute a percentage of their salary towards their retirement. This contribution is deposited into an annuity account on behalf of the member. A statement of the annuity account balance is mailed to all active members yearly. The amount you contribute into the system is defined according to when you entered state service. Refer to the Massachusetts State Employees Retirement System Benefit Guide for more detailed information. http://www.mass.gov/Ctre/docs/retirement/retguide.pdf
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. NOTE: These materials are published to highlight the benefits offered to employees of the University of Massachusetts Boston. It is not intended to provide all-inclusive information regarding benefits at the University. Eligibility for benefits may vary according to employee type, percentage of time and duration of appointment.
**All information is subject to change.
4. Direct Deposit ***NOTE: Direct Deposit will take effect in 2 pay cycles.
Your payroll check will be deposited directly into your account: checking, savings, credit union, etc. The University now offers the ability to have your check deposited into a combination of up to four accounts. On the bottom of your personnel check, to the left side, you will locate a nine-digit Bank ID number (transit routing number) alongside these series of numbers will be your account number, WRITE CLEARLY and place these EXACT numbers on the direct deposit form. If the appointee wishes to have his/her check deposited into a savings account, he/she should contact the bank to get the Bank ID number (transit routing number) and account number.