YAYOE Update Employment Forms

Employer Name
Employer Email
Employer Phone Number
Welcome Aboard!
Dear Faculty Member,

Thank you for being a part of the {employerName} Professional Team!

Your work is very valuable to us and the {employerName} Human Resource Department is here to support your efforts.

In order to ensure that you are compensated accurately and in a timely fashion, please click through the forms below to complete and submit your required information and documents as soon as possible.

Please understand that if forms are submitted incomplete or late, we may not be able to properly review and process your compensation in a timely manner.

Thank you in advance for your cooperation!

Summary of Available Forms
- I9 Form - Employment Eligibility Verification
- W4 Forms - Federal & State (if applicable)
- Parsonage Form - Allowance Application for Clergy Staff (optional)
- QTR Form - Tuition Reduction Benefit for “exempt - full time” Staff (optional)
- Direct Deposit Form
Helpful Documents to Have Available Before you Start
- IDs: Passport, Driver's license and social security card.
- Financial Information: Previous year's tax returns and W2s.
- Housing Information (for Parsonage Form): Mortgage statement, real estate tax bill, homeowner's insurance policy, utilities bills, etc.
- Tuition Information (for QTR Form): Upcoming year's tuition agreement, name and address info of schools
- Banking Information: Bank account information and copy of blank check
If you have any questions or need any assistance filling out these forms, please feel free to contact us at {employerEmail} or at {employerPhone}.

Sincerely,

{employerName} Human Resource Department
I would like to update:*

Contact InformationI9 DocumentsW4EDDDirect DepositParsonage
Employee Name*

First Name and Middle InitialLast Name

Contact Information

Employee & Emergency Contact Information
Employee Information
Gender*
Salutation*
Preferred Name*
Please enter the name you will use for any future information or correspondence
Home Address*

(Street Number and Name)

Apt #

City or TownState

ZIP Code
E mail Address*
example@example.com
Cell Phone*
Emergency Contact Information
Contact #1
Emergency Contact Name*
Relationship to Employee*
Daytime Telephone*
E mail Address*
example@example.com
Contact #2
Emergency Contact Name*
Relationship to Employee*
Daytime Telephone*
E mail Address*
example@example.com
Employment Information
School Year of Employment*
select the appropriate school year
If available, please upload a copy of your signed Offer Letter

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Employment Status*

I am a new employeeI am a returning employee, updating my required forms (must be returning within the same calendar year)
Employment Eligibility Verification

Department of Homeland Security
USCIS Form I-9

U.S Citizenship and Immigration Services
Section 1

Employee Information and Attestation
Legal Name*

First NameMiddle InitialLast Name
Other Last Names Used (if any)
Date of Birth*

MonthDayYear
(mm/dd/yyyy)
U.S. Social Security Number*
I am aware that federal law provides for imprisonment and/or fines for false statements or use of false documents in connection with the completion of this form.

I attest, under penalty of perjury, that I am (check one of the following boxes):
1. A citizen of the United States2. A non-citizen national of the United States (See instructions)3. A lawful permanent resident4. An alien authorized to work in the United States
Employee Signature*

Clear
Today's Date (mm/dd/yyyy)*

MonthDayYear
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*

Clear
Today's Date (mm/dd/yyyy)*

MonthDayYear
Date
Name of Prepare or Translator*

First Name (Given Name)Middle InitialLast Name (Family Name)
Address of Preparer or Translator*

Address (Street Number and Name)

Street Address Line 2

City or TownState

ZIP Code
Section 2

Required Documents
Employees may upload one selection from List "A" OR a combination of one selcetion from List "B" AND one selection from List "C"

Please see the list of acceptable documents below
Will you be submitting?*

1 Document from "List A"1 Document from "List B" and 1 Document from "List C"
Please select the "List A" document you will upload:*
Please upload your {pleaseSelect}*

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Issuing Authority*
Document Number*
Expiration Date*

MonthDayYear
Date
Please select the "List B" document you will upload:*
Please upload your {pleaseSelect326}*

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Issuing Authority
Document Number
Expiration Date

MonthDayYear
Date
Please select the "List C" document you will upload:*
Please upload your {pleaseSelect331}*

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Issuing Authority
Document Number
Expiration Date

MonthDayYear
Date
Would you like to update your Federal tax withholdings?*

Yes - I would like to fill out a new Federal Tax Withholding formNo - Please continue using the same Federal withholding from the previous year
FORM W-4

Department of the Treasury Internal Revenue Service - Employee’s Withholding Certificate
Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Your withholding is subject to review by the IRS.
Step 1: Personal Information
Please note that the way you write your name and address on this form, is the way your name and address will appear on your payroll checks and W2 forms.
Legal Name*

First Name and Middle InitialLast Name
U.S. Social Security Number*
Filing Status*

Single or Married filing separatelyMarried 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.
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 spouse also works. The correct amount of withholding depends on income earned from all of these jobs.
Do only one of the following

Use the estimator at www.irs.gov/W4App for most accurate withholding for this step (and Steps 3 - 4)Use the Multiple Jobs Worksheet below and enter the result in Step 4(c) below for roughly accurate withholdingIf there are only two jobs total, you may check this box. Do the same on Form W-4 of 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 2021 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
Will you be claiming any dependents?*

YesNo
If your total income will be $200,000 or less ($400,000 or less if married filing jointly):
Number of qualifying children under age 17
Total for children under 17
Number of other dependents
Total for other dependents
Total for dependents ($)
Step 4: Other Adjustments (optional)
Would you like to include any other adjustments? Such as other deductions, additional withholdings, etc.

YesNo
(a) Other income not from jobs($):
If you want tax withheld for other income you expect this year that won't have withholding, enter the amount of other income here. This may include interest, dividends, and retirement income.
(b) Deductions($):
If you expect to claim deductions other than the standard deduction and want to reduce your withholding, use the Deductions Worksheet and enter the result here.
(c) Extra withholding($):
Enter any additional tax you want withheld each pay period
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*

Clear
Date*

MonthDayYear
Date
EDD Employee's Withholding
Name

First NameMiddle NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
U.S. Social Security Number*
Filing Status*

Single or Married (with two or more incomes)Married (one income)Head of household
Withholding*

Enter Withholding allowancesI claim exemption from withholding for 2025, and I certify that I meet both conditions for exemption.I certify under penalty of perjury that I am not subject to California withholding. I meet the conditions set forth under the Service Member Civil Relief Act, as amended by the Military Spouses Residency Relief Act and the Veterans Benefits and Transition Act of 2018
1a. Number of Regular Withholding Allowances (Worksheet A)
1b. Number of allowances from the Estimated Deductions (Worksheet B)
1c. Total Number of allowances you are claiming
2. Additional amount, if any, you want withheld each pay period (if employer agrees), (Worksheet C)
Signature*

Clear
Date*

MonthDayYear
Date
Name

First NameLast Name
Parsonage Designation

Worksheet
- The Parsonage Housing Allowance is a designated portion of a clergy member’s compensation used to cover housing expenses. This allowance may include rent, mortgage payments, utilities, property taxes, and other related costs.
- To comply with tax and school policies, clergy members must complete the Parsonage Housing Expense Form, detailing their eligible housing expenses.
- This form ensures proper documentation and ensures the amount is allocated to the appropriate allowance. Staff members must submit this form annually or whenever there are significant changes to their housing costs.
- For any tax-related questions regarding parsonage, please consult your accountant, as HR is not able to provide tax guidance or advice.
Do you want to request parsonage?*

YesNo
Important Information - Please Read Before Completing this Form
- Compensation received as a parsonage allowance is not subject to federal income tax and should not be included in taxable income on your Form 1040. However, it is subject to self-employment tax and must be reported on Schedule SE of your tax return. Please consult your accountant for guidance on how this applies to your specific situation.
- The aggregate parsonage allowance may not exceed the fair rental market value of the home including furnishings (and garage) plus utilities. Excess amounts should be reported as income on your tax return.
- Evidence of expenses should be kept in your files.
- The Board will need review and approve this request prior to any parsonage payments being issued. You will receive a formal copy of the approval, please keep a copy for your records.
Are you teaching in a Judaics or religious oriented position?*

YesNo
What is your qualification for parsonage?*

Rabbanic Ordinance/SemichaSeminary/Teaching cerificateBachelor or equivalent in Talmudic lawParsonage qualification certificateOther
Housing Expense Summary
Set forth are the estimated expenditures anticipated during the {schoolYear268} school year, to maintain my home.
Rent/Mortgage Payments (Yearly)
principal & Interest
Real Estate Taxes (Yearly)
Renter's/Homeowners Insurance (Yearly)
Utilities (Yearly)
Repairs & Maintenance (Yearly)
Home Improvements (Yearly)
Furnishings, Appliances, Home Decor, Household Goods (Yearly)
Other Allowable Expenses (Yearly)
Total Parsonage Allowance Requested*
The above is an accurate estimate of my anticipated housing expenses. These estimated expenditures shall remain in effect unless modified.
Signature of Clergy*

Clear
Date*

MonthDayYear
Date
QTR Benefit - Qualified Tuition Reduction

Worksheet
Important Information - Please Read Before Completing this Form

In order to qualify for this benefit, you must submit this form prior to the earlier of the following two dates:

1. Finalization of contract for upcoming school year

2. August 21, 2025

• This benefit is a “use it or lose it” benefit. The benefit may be transferred to a different school for current year tuition, but will not be converted to salary. Do not apply if your tuition obligation may be reduced midyear.

• QTR will not be considered salary for verifications of employment.

• We do not commit to sending tuition payments on any promised payment schedule. We do break your requested amount into ten equal payments. If your school requests a written payment schedule from our school – do not apply for this benefit.

• The QTR benefit will be prorated in case of excessive absences as a post-tax tuition deduction.

• YAYOE Parents: Registration and YAYOE Synagogue Membership Duesare not eligible for QTR.
- QTR payments may only be designated for grades K - 12 and undergrad/post high school educational programs.
- Requests for QTR and their designations are made once a year, at the beginning of the school year. If there are exceptional circumstances that require a change in designation, please discuss this matter with the HR Department at your earliest convenience. Requests for changes after the first pay date will not be guaranteed and are up to the determination of the HR department.
Will you be requesting QTR (tuition reduction benefit)*

YesNo
Will any of your QTR(tuition Reduction benefit) payments be for {employerName} ?*

YesNo
In the designation information below, please include any QTR payments that are being paid directly from your salary, for your children attending {employerName}.
Designation Information
Name of School (1)*
Name to appear on check
School Address*

Street Address

Street Address Line 2

CityState

Zip Code
Amount*
Total ANNUAL amount to be paid on your behalf for the school year
For Dependent Child(ren)*
List all dependents that you would like payments to be applied towards, at this school
Is there an additional school you would like to include?*

YesNo
Name of School (2)*
Name to appear on check
School Address*

Street Address

Street Address Line 2

CityState

Zip Code
Amount*
Total ANNUAL amount to be paid on your behalf for the school year
For Dependent Child(ren)*
List all dependents that you would like payments to be applied towards, at this school
Is there an additional school you would like to include?*

YesNo
Name of School (3)*
Name to appear on check
School Address*

Street Address

Street Address Line 2

CityState

Zip Code
Amount*
Total ANNUAL amount to be paid on your behalf for the school year
For Dependent Child(ren)*
List all dependents that you would like payments to be applied towards, at this school
Is there an additional school you would like to include?*

YesNo
Name of School (4)*
Name to appear on check
School Address*

Street Address

Street Address Line 2

CityState

Zip Code
Amount*
Total ANNUAL amount to be paid on your behalf for the school year
For Dependent Child(ren)*
List all dependents that you would like payments to be applied towards, at this school
Total Designation
Annual total amount to be allocated on my behalf, to other schools*
I decline the Qualified Tuition Reduction Benefit.
I accept the Qualified Tuition Reduction Benefit in the amount listed above
Signature*

Clear
Date*

MonthDayYear
Date
Do we have your direct deposit information on file already?*

Yes, please continue using the same information.No - I would like to submit new or update the information you have
Authorization for Direct Deposit
Declaration
I authorize {employerName} to deposit my pay automatically to the account(s) {doWe} and, if necessary, to adjust or reverse a deposit for any payroll entry made to my account in error. This authorization will remain in effect until I cancel it in writing and in such time as to afford {employerName} a reasonable opportunity to act on it.
Account Information
Number of Bank Accounts
Would you like you pay to be split based on a dollar amount or based on a percentage?*

Dollar AmountPercentage
Name on Bank Account*
Bank Account Number*
Bank Routing Number*
Account Type*

CheckingSavings
Please attach a voided check for the bank account to which funds should be deposited.

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Percentage of pay to be deposited into Account #1. The remaining pay will be deposited into Account #2.*
Dollar Amount to be deposited into account #1. The remaining amount will be deposited into Account #2.*
Account #2 Information
Name on Bank Account*
Bank Account Number*
Bank Routing Number*
Account Type*

CheckingSavings
Please attach a voided check for the bank account to which funds should be deposited.

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By requesting authorization for direct deposit, I understand that {employerName} is not committing itself or implying that payroll will be issued via direct deposit at this time. {employerName} will keep this authorization in my employee file in the event direct deposit becomes a possibility or is needed from time to time.
Employee Signature*

Clear
Date*

MonthDayYear
Date

Thank you {employeeName256} for filling your Updated Forms.

Please look them over and submit below.

Thank you,

{employerName}
Should be Empty:

Welcome Aboard!

Contact Information

Employee Information

Emergency Contact Information

Contact #1

Contact #2

Employment Information

Employment Eligibility Verification

USCIS Form I-9

Section 1

Section 2

FORM W-4

Step 1: Personal Information

Step 2: Multiple Jobs or Spouse Works

Step 3: Claim Dependents

Step 4: Other Adjustments (optional)

Step 5: Sign Here

EDD Employee's Withholding

Parsonage Designation

Housing Expense Summary

QTR Benefit - Qualified Tuition Reduction

Designation Information

Total Designation

Authorization for Direct Deposit

Declaration

Account Information

Account #2 Information