UU Org Retirement Plan Employee Enrollment and Demographics Form

UU Org Retirement Plan Enrollment and Demographics Form

Use this form to submit employment information for your W2 employees (new hire, updates, terminations, rehires) NOTE: Must submit for all W2 employees regardless if they are eligible for the Employer Contribution or not. All employees must be enrolled and are eligible to make employee pretax elective contributions (salary deferrals) if they choose.
Select type of submission

Enroll New W2 Employee (use for ALL employees new-to-you)Enroll W2 Employee that you have rehiredUpdate Employee Contact InformationUpdate Employee Job Info and/or Compensation (Salary)Terminate Employee
Submitter's Email*
example@example.com
Employer_ID_and_Name*
Select your UUORP Division ID from the drop down list
Employee Contact and Demographic Information
Employee_SSN*
Ex. 999-99-9999 (include dashes)
Employer_ID
Employee First Name*
First Name
Employee Last Name*
Last Name
Employee Middle Name (or Middle Initial)
Middle Name (or Initial)
Employee_Name
Format:LastName, First Name, Middle Name(or Initial)
Birth_Date*

MonthDayYear
Employee Job and Compensation (Salary) Information
Employee_Type*
Select one: Y = Clergy, N = Non-Clergy, I = UU Ministerial Intern (Not eligible for ER Contribution Yet)
Hire_Date*

MonthDayYear
Original hire date
Job_Title*
Enter job title as defined by organization.
Job_Category*
Hover over field to see option descriptions
Job_Level
Hover over field to see option descriptions
Salary*
Include decimals, if clergy, do not include Housing Allowance
Housing_Allowance*
Required for clergy, enter amount that has been designated as Housing Allowance, Include decimals. If not clergy, or your minister has declined a Housing Allowance designation, please enter 0.00
Total_Comp
(No entry, Automatically calculates Salary + Housing Allowance)***This is the total compensation amount to be included on the contributions form
Salary_Qualifier*
Select one: A = Annual, H = Hourly, B = Bi-Weekly, W = Weekly, S = Semi-Monthly, M = Monthly
ER_Contribution_Percent
Elected Employer Contribution Percentage from EPA-Employer Participation Agreement
ER_Match_Percent
Elected Employer Match Percentage from EPA-Employer Participation Agreement
ER_Match_Percent
Elected Employer Match Percentage from EPA, if applicable. Enter 0 if no Match is offered on your EPA (Up to 6%, Whole percentages only)
Primary_Email*
Use employee's personal email for primary email, DO NOT USE WORK EMAIL. example@example.com
Secondary_Email
Use employee's work or secondary email. example@example.com
Mobile_Phone
Mobile Phone is the Primary Phone. Please enter a valid phone number.
Address_Line_1*
Include unit, suite or apt numbers with Line 1 if possible, otherwise place in Line 1 and the street address in Line 2
Address_Line_2
Only use Address Line 2 if necessary. Apt/Unit Numbers should be included on Line 1
City *
State*
Two Digit State Abbreviation
Zip_Code*
5-digit
Home_Phone
Please enter a valid phone number.
Work_Phone
Work Phone is secondary. Please enter a valid phone number.
Work_Phone_Ext
If applicable (up to 4-digits)
Country_Code
Leave BLANK unless International (Non U.S.)
Termination_Date

MonthDayYear
If you have terminated this employee, please enter termination date. (if employee was rehired, enter end of service date between original hire and rehire dates)
ReHire_Date

MonthDayYear
If you have rehired this employee, please enter the new hire date.
Termination_Code
Hover over field to see option descriptions
Gender
Hover over field to see options descriptions
Marital_Status
Hover over field to see option descriptions
Race_Ethnicity
Hover over field to see option descriptions
ER_Eligibility_Date

MonthDayYear
Enter date employee became eligible for the Employer Contribution in the Plan (if known, otherwise leave blank). If employee came to you already eligible, leave blank.
Plan_Sponsor_Assigned_ID
Automatically filled with Cong/Div ID
Compensation Effective Date

MonthDayYear
Enter Date Compensation/New Salary amount is effective, if different than hire date. Leave blank if same as hire date.
Have all employEE contributions that were removed from their pay been remitted to their Plan account? And if they have satisfied the Year of Eligibility Service, have all employER contributions owed (and any matching contributions, if applicable) been remitted to their Plan account?*
If you answered Yes, what date were any final contributions remitted?

MonthDayYear
Date
If you answered No, what date will any final contributions be remitted?

MonthDayYear
Date
Employer_ID_and_Name
Additional Submission
Would you like to submit information for another employee?

YesNo, I'm Done
Should be Empty:

UU Org Retirement Plan Enrollment and Demographics Form

Employee Contact and Demographic Information

Employee Job and Compensation (Salary) Information

Additional Submission