CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states: ...

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CARL HOMRIGHAUSEN Name Changes

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Social Security Administration Requirements What this means:  When an employee inquires about having their name changed on their check, they should be asked to produce some documentation to show that they have already changed their name with the SSA. If the employee has no such documentation, they should be encouraged to visit their local SSA office and complete the process there first.

Transcript of CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states: ...

Page 1: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

CARL HOMRIGHAUSEN

Name Changes

Page 2: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

Social Security Administration Requirements

What the SSA states: “Record the name and number of each employee as

they are shown on the employee's social security card. If the employee's name is not correct as shown on the card (for example, because of marriage or divorce), the employee should request an updated card from the SSA. Continue to report the employee's wages under the old name until the employee shows you the updated social security card with the corrected name.”

Page 3: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

Social Security Administration Requirements

What this means: When an employee inquires about having their name

changed on their check, they should be asked to produce some documentation to show that they have already changed their name with the SSA. If the employee has no such documentation, they should be encouraged to visit their local SSA office and complete the process there first.

Page 4: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

Name Change Process

Form 123 – Notice of Name Change

Page 5: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

Name Change Process

12 (static) transaction in PMIS Names must be changed in two places: The Payroll

Master File and PMIS. A change in one of these systems will not carry to the

other; both must be changed. When an employee is hired, the Payroll Master File loads

information from PMIS. Once it is loaded, changes in one file will not affect the other file.

Page 6: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

Name Change Process

What else does Centralized Payroll need?

Nothing.

Page 7: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

What about these?

Federal W-4?

Used for: Address changes, Federal withholding changes Will not change a name.

Page 8: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

What about these?

State W-4?

Used for: State withholding changes Will not change a name.

Page 9: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

What about these?

Direct Deposit Form?

Used for: EFT Changes ONLY. Will not change a name.

Page 10: CARL HOMRIGHAUSEN Name Changes. Social Security Administration Requirements What the SSA states:  “Record the name and number of each employee as they.

What about these?

Marriage certificate? Social Security Card? Documentation?

Not required at Centralized Payroll.

Verification of these items should be completed at the time of request.

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Special Note: Employee Information

Paystub on the Web and Direct Deposit, while wonderful, can create a void between an employee and their paystub.

Encourage employees to check their stubs often to verify information and changes.

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Questions?