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  • Employee Onboarding

  • This portal will guide you through the process of completing the following forms:

    • Federal I-9
    • Federal W-4
    • Direct Deposit Authorization

    Documents that establish both identity and employment authorization will need to be uploaded in accordance with the I-9. A list of approved documents is noted below.

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  • Employment Eligibility Verification

    USCIS Form I-9Department of Homeland Security 
  • Employment Eligibility Verification Department of Homeland Security

    U.S. Citizenship and Immigration Services

    USCIS

    Form I-9

    OMB No. 1615-0047

     Expires 07/31/26

  • 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.)

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  • TIP: Consider using the estimator at www.irs.gov/W4App to determine the most accurate withholding for the rest of the year if: you are completing this form after the beginning of the year; expect to work only part of the year; or have changes during the year in your marital status, number of jobs for you (and/or your spouse if married filing jointly), dependents, other income (not from jobs),
    deductions, or credits. Have your most recent pay stub(s) from this year available when using the estimator. At the beginning of next year, use the estimator again to recheck your withholding.

    Complete Steps 2-4 ONLY if they apply to you; otherwise, skip to Step 5.  See below for more information on each step, who can claim exemption from withholding, and when to use the estimator at www.irs.gov/W4App

  • 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.
    (a) Use the estimator at www.irs.gov/W4App for the most accurate withholding for this step (and Steps 3--4). If you or your spouse have self-employment income, use this option; or
    (b) Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below; 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 generally more accurate than (b) if pay at the lower paying job is more than half of the pay at the higher paying job. Otherwise, (b) is more accurate

  • TIP: If you have self-employment income, see page 2.


    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 & Other Credits


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

  • Step 4 (optional): Other Adjustments

  • Step 5: Sign Here

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  • General Instructions

    Section references are to the Internal Revenue Code unless
    otherwise noted.

    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.


    Purpose of Form
    Complete 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, Tax Withholding and
    Estimated Tax.

    Exemption from withholding.

    You may claim exemption from
    withholding for 2025 if you meet both of the following
    conditions: you had no federal income tax liability in 2024 and
    you expect to have no federal income tax liability in 2025. You
    had no federal income tax liability in 2024 if (1) your total tax on
    line 24 on your 2024 Form 1040 or 1040-SR is zero (or less than
    the sum of lines 27, 28, and 29), 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 2025 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 1(a), 1(b), and 5. Do not
    complete any other steps. You will need to submit a new Form
    W-4 by February 17, 2026.

    Your privacy.

    Steps 2(c) and 4(a) ask for information regarding
    income you received from sources other than the job associated
    with this Form W-4. If you have concerns with providing the
    information asked for in Step 2(c), you may choose Step 2(b) as
    an alternative; if you have concerns with providing the
    information asked for in Step 4(a), you may enter an additional
    amount you want withheld per pay period in Step 4(c) as an
    alternative.

    When to use the estimator.

    Consider using the estimator at
    www.irs.gov/W4App if you:
    1. Are submitting this form after the beginning of the year;
    2. Expect to work only part of the year;
    3. Have changes during the year in your marital status, number
    of jobs for you (and/or your spouse if married filing jointly), or
    number of dependents, or changes in your deductions or
    credits;
    4. Receive dividends, capital gains, social security, bonuses, or
    business income, or are subject to the Additional Medicare Tax
    or Net Investment Income Tax; or
    5. Prefer the most accurate withholding for multiple job
    situations.

    TIP:

    Have your most recent pay stub(s) from this year available
    when using the estimator to account for federal income tax that
    has already been withheld this year. At the beginning of next
    year, use the estimator again to recheck your withholding.


    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 Instructions


    Step 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. Submit a separate Form W-4 for each job.
    Option (a) most accurately calculates the additional tax you
    need to have withheld, while option (b) does so with a little less
    accuracy.
    Instead, if you (and your spouse) have a total of only two jobs,
    you may 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 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. This step 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.
    501, Dependents, Standard Deduction, and Filing Information.
    You can also include other tax credits for which you are eligible
    in this step, such as the foreign tax credit and the education tax
    credits. 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 2025 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

  • 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.

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

  • 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.

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  • Direct Deposit Authorization

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  • Both Routing Number fields must match.

  • Both Account Number fields must match.

  • I authorize Union Payroll Agency, Inc. (UPA) and the specified financial institution to deposit my net pay into my account each pay date. If funds to which I am not entitled are deposited into my account, I authorize UPA to direct the financial institution to return the funds to UPA. This authorization is to remain in effect until I have filed a new authorization form or until revoked by me in writing.

    **I understand Direct Deposit will not take affect until the check date that is 10 business days after this form is received by UPA.

    Incorrect information and missing information will delay the initial start date of your Direct Deposit.

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