Web Tutorial for Employers How to Complete Enrollment with PCG Public Partnerships

What is PCG Public Partnerships? PCG Public Partnerships is Oregon’s Financial Management Agent Service (FMAS). Our job is to help people who employ Personal Support Workers (PSWs) manage the paperwork and responsibilities that come along with being an Employer. PCG Public Partnerships completes all necessary tax withholdings and makes sure that people receive pay for the hours that they work. CME Webinar for enrolling new Employers and PSWs

Why did I get this packet? You have identified that you, or someone that you are close to, wants to begin using Personal Support Workers (PSWs) to provide services in your home and in your community. In order to hire a PSW it is necessary that someone be identified to act his or her Employer. As their Employer it will be your job to direct the supports they provide. If you have more questions about your responsibility as an Employer please contact your Service Coordinator or Personal Agent. CME Webinar for enrolling new Employers and PSWs

Confirm information in Enrollment Packets If any of the information on this sheet is incorrect, please contact PPL’s customer service so information can be corrected and new forms can be mailed to you. Toll-free number – English 1-888-419-7705 Toll-free number – Spanish 1-888-419-7720 Toll-free number – Russian 1-888-419-7734 TTY 1-800-360-5899 Fax number (e-fax) 1-844-399-6593 E-mail address for Customer Service PPLORFMAS-CS@pcgus.com Customer Service Hours Monday – Friday, 8am-5pm PT (excluding State/Federal holidays) Information Session for PSWs and Employers

Many of the documents in your packet are informational only. Before we get started… Many of the documents in your packet are informational only. Please pull out the 4 documents listed below before we get started walking through how to complete the forms in your packet. Forms to Complete Employers Signatures 1. IRS SS-4 Application for Employer Identification Number Employer only 2. IRS Form 2678 Employer/Payer of Agent 3. OR Form 150-800-005 Tax Information Authorization & POA Rep 4. Responsible Party Form (optional) CME Webinar for enrolling new Employers and PSWs

IRS Form SS-4 Application for Employer Identification Number # of pages: 1 Who needs to sign?: Employer only What am I signing?: This form is an Application to the IRS for receiving an Employer Identification number. Where do I sign? PPL put the Employers information into this form. Employers only need to sign and date where highlighted in yellow. CME Webinar for enrolling new Employers and PSWs

IRS Form 2678 Employer/Payer Appointment of Agent # of pages: 1 Who needs to sign?: Employer only What am I signing?: This form tells the IRS that the Employer is giving PPL permission to complete tax processes on their behalf for this program. This form only allows us to withhold taxes from the PSW’s paychecks and deposit those taxes with the IRS. It does not allow PPL access to any personal income tax information. Where do I sign? PPL put the Employers information into this form. Employers only need to sign and date where highlighted in yellow. CME Webinar for enrolling new Employers and PSWs

OR Form 150-800-005 Tax Information Authorization & Power of Attorney Rep. # of pages: 1 Who needs to sign?: Employer only What am I signing?: This State form authorizes PPL to perform withholding and other tax preparations/ filing functions on behalf of you, the Employer, at the state level. Where do I sign? PPL put the Employer’s information into this form. You only need to sign and date where highlighted in yellow. CME Webinar for enrolling new Employers and PSWs

Responsible Party Form This form is optional and should only be completed if the Employer wants someone else to be able to contact PPL on their behalf. # of pages: 1 Who needs to sign?: Employer and responsible party What am I signing?: This form gives PPL permission to speak to someone other than the Employer. An employer may want a friend or family member to be able to contact PPL with questions or to update the employer’s information. Without this form on file, PPL may only give case-specific information to the Employer themselves. Where do I sign? The responsible party and employer sign and date the fields highlighted to the right: CME Webinar for enrolling new Employers and PSWs

Submitting Your Enrollment Paperwork: Employers can send their completed packet in one of three ways: Fax: 1-844-399-6593 Paperwork E-mail: PPLORFMAS@pcgus.com Mail: Public Partnerships – OR FMAS PO Box 50040 Phoenix, AZ 85076 PPL will process all enrollment paperwork within 4 days of receipt. You will then receive an automated call from PPL either confirming your enrollment with PPL is complete or asking you to contact customer service to address any errors or missing forms. Information Session for PSWs and Employers

PPL contact information Customer Service hours Monday – Fridays, 8am-5pm PST (excluding State/Federal holidays) Toll-free number – English 1-888-419-7705 Toll-free number – Spanish 1-888-419-7720 Toll-free number – Russian 1-888-419-7734 TTY 1-800-360-5899 Fax number (e-fax) 1-844-399-6593 E-mail address for Customer Service PPLORFMAS-CS@pcgus.com Paperwork Submission e-mail address PPLORFMAS@pcgus.com OR FMAS Website for useful information http://publicpartnerships.com/programs/oregon/fmas This presentation along with other webinars, FAQs, and a Better Online user manual are posted on the PPL’s dedicated OR FMAS website: http://www.publicpartnerships.com/programs/oregon/fmas Information Session for PSWs and Employers

PSW forms you should be aware of PSWs Signatures 1. Provider Information and Attestation Form PSW & Employer 2. I-9 Employment Eligibility Verification Employers must sign 2 forms in the enrollment packet of each PSW that they hire. The following forms ARE NOT IN YOUR PACKET. Your PSW should contact you to complete these forms that will arrive in their enrollment packet. Information Session for CDDPs and Brokerages

Provider Information and Attestation Form # of pages: 7 Who needs to sign?: PSW and Employer What am I signing?: PPL uses this form to enroll someone in their system. It also tells PPL: How to manage withholding for Difficulty of Care payments How the PSW wants to be paid The relationship between the Employer and PSW for tax purposes Communicates responsibilities of a PSW in this program. Where do I sign? Both the PSW and Employer must sign this form on page 7 Note: PSWs must complete this form for every Employer they work for Information Session for PSWs and Employers

Provider Information and Attestation Form Page 7: Employers must sign this form. Information Session for PSWs and Employers

I-9 Employment Eligibility Verification # of pages: 3 (page 3 is instructions) Who needs to sign?: PSW and Employer What am I signing?: The Employment Eligibility Verification Form I-9 is a U.S. Citizenship and Immigration Services form. It is used by an employer to verify an employee's identity and to establish that the worker is eligible to accept employment in the United States Where do I sign? Employer must sign and date the bottom of Section 2 (middle of page 2) Note: PPL cannot pre-populate this form due to DHS guidelines surrounding employer liability. Information Session for PSWs and Employers

I-9 Employment Eligibility Verification (con’t.) Section 2: 1 Complete the following information: PSW name You will be required to review documentation which verifies your PSW’s identity. Depending on what type of documentation the PSW provides you will complete the information in List A or list B and C. PSW’s first date of employment Employer signature and demographic information 2 3 Household Employer 4 Household Employer Your Home Address Information Session for PSWs and Employers

I-9 Employment Eligibility Verification Do not fill out anything in section 3 Information Session for PSWs and Employers