STUDENT CASUAL CHECKLIST

Complete and return the enclosed forms to Larisha Ingles within 72 hours of your employment start date. ☐ Employee Personal Record Form Your supervisor should complete the bottom portion of the form. ☐ Columbia University Casual Employment Form ☐ Notice and Acknowledgement of Pay Rate and Pay Day form (Please sign and date item #8) ☐ Go to the I-9 Processing Center in 205 Kent Hall. Please bring your I-9 documents with you (a list of acceptable documents is enclosed). Copies and/or Expired documents will not be accepted. ☐ Sign and complete the federal W4 form. ☐ Please sign and complete ONE of the New York IT-2104 forms. There are three (3) versions attached to this packet. Refer to the chart, guide to required tax forms, to determine which tax forms you should complete. The address on your W4 form must match the address on your IT-2014 form. Please note that Human Resources and Columbia University staff are not allowed to give tax advice. ☐ International Students: Please bring the following documents when submitting paperwork to HR: Passport, visa, I-20, and I-94. The I-94 form can printed from www.cbp.gov/I94. International Students also need a US Social Security Number, or you need to register for one. Please let HR know if you do not have a US Social Security Number or have not registered for one yet.

☐ All students are required to provide proof of their student status. (e.g. registration schedule, bursar’s

receipt). ☐ Students are only permitted to work a total of 20 hours per week during the academic year. Please let HR know if you hold another position outside of the Law School and how many hours you are scheduled to work in that department. FAQ Where do I submit my Student Casual paperwork? The completed packet should be submitted to Larisha Ingles. She is located in room 201 William C. Warren Hall. If you have questions, her office hours are MW&F 3pm-5pm, and Tu&Th 10am-1pm. If you would like to schedule an appointment outside of those hours, please contact her at (212) 854-7427 or at larisha.ingles@law.columbia.edu. Where to submit completed timesheets or get blank timesheets? Submit completed timesheets outside room 201 William C. Warren Hall. BLANK timesheets are available on the wall outside room 201 William C. Warren Hall. How long will it take to get your first check? Once your employment packet is submitted to HR, please note that it can take up to 2-3 weeks for processing. Where should you pick up your paycheck? Paychecks can be picked up on the corresponding pay day (see pay schedule on back of the timesheet in this packet) from Larisha Ingles’s office, outside room 201 William C. Warren Hall. If your forms/timesheets are submitted late, your paychecks will be processed on the next pay cycle. How can you apply for direct deposit? After receiving your first paycheck, please sign up for direct deposit at Columbia’s employee self-service site (see details in the back of this packet). Having direct deposit on SSOL does NOT mean you have direct deposit for your paycheck.

                   EMPLOYEE PERSONAL RECORD FORM 

   

Name:__________________________________________   UNI:____________     Gender: Male / Female 

 

Social Security #:_______________________________        Date of Birth (mm/dd/yy): ____________________ 

 

Home/Permanent Address:   

 _______________________________________   _______________________________________  

Mailing Address:              

 _________________________________________   _________________________________________  

                              

Local Telephone:_______________________                  E‐Mail:___________________________________   

Ethnicity:___________________  Marital Status: ________________    Date of Marriage: ________________    Please check if you are:    

U.S. Citizen ________ Permanent Resident (provide your card) ________   Other (F1 or J1 Visa?)  __________      

ARE YOU A COLUMBIA STUDENT? YES____or  NO**____     If YES, anticipated year of graduation ___________ **If you are not a Columbia student, you must use a different form.   Please inquire:      larisha.ingles@law.columbia.edu, (212) 854‐7427.  

DO YOU HAVE WORK STUDY FUNDS?  Please stop by your school’s Financial Aid Office, to see if you are eligible for Work‐Study Funds.  

SCHOOL: Columbia (which school?) _____________________    Barnard _______   Teacher’s College _______  

STUDENT STATUS: Full Time____ Part Time ____ Half Time____ Highest Education level: _____________ Please provide proof of student status (ex: Class schedule or bursar’s receipt)   

Were you previously employed by Columbia University? Yes_____No_____    IF YES:  Termination Date__________________________ Dept._________________________________ 

 

************************TO BE COMPLETED BY SUPERVISOR************************  

Hiring Department: __________________________________________________________________________  

Job Title / Description: __________________________________     Hourly rate: ________________________  

Start Date:   ___________________________________________       End Date: ___________________________  

Name of Supervisor (please print):________________________________________________________________  

Supervisor’s Signature: ______________________________________________   Date ____________________  

 ******************************FOR OFFICE USE ONLY*****************************  

Combo Code: ____________________    Fund Dept #:_________________    Project #:_______________ 

PAY INFORMATION

Preparer's Name:

Preparer's Titler:

EMPLOYER EMPLOYEE INFORMATION

WORKSITE INFORMATION

Blood borne pathogens

Formaldehyde/Xylene

Chemicals

Laboratory animals

Class 3b or 4a lasers

Infectious agents (e.g. varicella, polio)

Radioactive materials

Will any of the following be present at the worksite:

FOR COLUMBIA UNIVERSITY MEDICAL CENTER ONLY

Be required to use a respirator

Interact with patients and/or research subjects

Participate in physician billing

Will the casual employee:

NOTICE TO THE CASUAL EMPLOYEE

Your rate of pay:

Designated pay day: All casual employees are paid on a bi-weekly pay schedule. For more information on the University's payroll calendar, please refer to: http://finance.columbia.edu/controller/payroll

I understand that my employment with Columbia University is on a “casual” basis. I understand that the estimated duration of my employment with the University should not exceed 560 hours or 4 months, whichever comes first, in a 12-month period with limited exceptions. This limited duration does not apply to students who are enrolled half-time or more at Columbia University, Barnard College or Teachers College. If a student at Columbia University, Barnard College or Teachers College, please indicate: I understand that as a “casual” employee I am not eligible for any benefits offered by the University under any collective bargaining agreement or University policy. I understand that I may apply for and be considered for regular employment by the University for any position for which I am qualified. I understand that I am an employee at will and agree that no contract of employment is created as a result of my obtaining this position, and that my employment may be terminated at any time.1

SIGNATURE

Name:

Apt.

City State

Zip Phone

Columbia University

FEIN: 13-5598093

Street Address: 615 West 131st Street City: New York State: NY

Zip: 10027 Phone: (212) 851-7008

per hour per hourYour overtime rate of pay:

I hereby certify that I have read the above and the information contained in this form is true and accurate to the best of my knowledge and belief. Any false statements knowingly made are punishable as a class A misdemeanor (Section 210.45 of the New York State Penal Law).

Date: Preparer's Signature:

I have read and understand the above referenced terms and conditions regarding my casual employment status at Columbia University. I hereby asknowledge that I have been notified of my wage rate, overtime rate, and designated pay day on the date set forth below.

Signature of casual employee:Date:

Almost all employees in New York must be paid overtime wages of 1½ times their regular rate of pay for allhours worked over 40 per workweek. A very limited number of specific categories of employees are covered by overtime at a lower overtime rate or not at all.

GENERAL STATEMENT REGARDING OVERTIME PAY IN NEW YORK

Address:

Full-time/Half-time Undergraduate Part-time Undergraduate Part-time GraduateFull-time/Half-time Graduate

615 West 131st Street 4th floor mail code 8702 New York, NY 10027 (212) 851-2888

COLUMBIA UNIVERSITY CASUAL EMPLOYMENT FORM

1As a member of the National Collegiate Athletic Association (NCAA) and the Council of Ivy Group Presidents (Ivy League), it is imperative that members of the Columbia University community, in all matters related to the intercollegiate athletics program, exhibit the highest professional standards and ethical behavior with regard to adherence to NCAA, Conference, University, and Department of Intercollegiate Athletics and Physical Education rules and regulations.

A signed copy of this form must be attached to the Template-Based Hire transaction or the signed original must be attached to the Personnel Action Form (PAF) being sent to the Human Resources Processing Center. A copy should be retained by the hiring unit. No representative of Columbia University is authorized to vary the terms of this agreement except by written approval from Human Resources.

Print Form

Rev. 9.2010

Notice and Acknowledgement of Pay Rate and Payday Under Section 195.1 of the New York State Labor Law

Notice for Hourly Rate Employees

1. Employer Information Name: Trustees of Columbia University in the City of New York Doing Business As (DBA) Name(s):Columbia University FEIN (optional): 13-5598093 Physical Address: Mailing Address: 615 West 131st StreetStudebaker, 4th FloorNew York, NY 10027

Phone: (212) 851-0611

2. Notice given: At hiring

On or before February 1

Before a change in pay rate(s), allowances claimed or payday

LS 54 (03/11)

3. Employee’s rate of pay:

$ per hour *Union employees may also be eligible for shift

differential. See the applicable collective bargaining agreement. 4. Allowances taken:

None

Tips per hour

Meals per meal

Lodging

* As provided for under the applicablecollective bargaining agreement:http://hr.columbia.edu/union-contracts

6. Pay is:

Weekly

Bi-weekly

Other 7. Overtime Pay Rate:

$ per hour (This must be at least 1½ times the worker’s regular rate, with few exceptions.)

*See comment above re: shift differential.

8. Employee Acknowledgement:

On this day I have been notified of my pay rate, overtime rate (if eligible), allowances, and designated payday on the date given below. I told my employer what my primary language is.

Check one:

I have been given this pay notice in English because it is my primary language.

5. Regular payday: Columbia Pay Calendar: http://managers.hr.columbia.edu/tig/pay-calendar-overview

My primary language is . I have been given this pay notice in English only, because the Department of Labor does not yet offer a pay notice form in my primary language.

Employee Signature Date Preparer Name and Title The employee must receive a signed copy of this form. The employer must keep the original for 6 years.

Employee Name

I-9 FORM

Please log in to this web page and do part 1of the

I-9 form:

www.newi9.com

Once section 1 of the I-9 form is completed, the list

of acceptable documents for section 2 will be

presented to you. Please bring the required

documents to: 205 Kent Hall (I-9 and Work Study

Office), with you within 3 business days of your start

date, in order to complete section 2 of the I-9 form in

person. Also, please bring back to our office the

confirmation print out that work study will give you

along with the rest of the forms in this package.

Form W-4 (2016)Purpose. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.

Exemption from withholding. If you are exempt, complete only lines 1, 2, 3, 4, and 7 and sign the form to validate it. Your exemption for 2016 expires February 15, 2017. See Pub. 505, Tax Withholding and Estimated Tax.

Note: If another person can claim you as a dependent on his or her tax return, you cannot claim exemption from withholding if your income exceeds $1,050 and includes more than $350 of unearned income (for example, interest and dividends).

Exceptions. An employee may be able to claim exemption from withholding even if the employee is a dependent, if the employee:

• Is age 65 or older,

• Is blind, or

• Will claim adjustments to income; tax credits; or itemized deductions, on his or her tax return.

The exceptions do not apply to supplemental wages greater than $1,000,000.

Basic instructions. If you are not exempt, complete the Personal Allowances Worksheet below. The worksheets on page 2 further adjust your withholding allowances based on itemized deductions, certain credits, adjustments to income, or two-earners/multiple jobs situations.

Complete all worksheets that apply. However, you may claim fewer (or zero) allowances. For regular wages, withholding must be based on allowances you claimed and may not be a flat amount or percentage of wages.

Head of household. Generally, you can claim head of household filing status on your tax return only if you are unmarried and pay more than 50% of the costs of keeping up a home for yourself and your dependent(s) or other qualifying individuals. See Pub. 501, Exemptions, Standard Deduction, and Filing Information, for information.

Tax credits. You can take projected tax credits into account in figuring your allowable number of withholding allowances. Credits for child or dependent care expenses and the child tax credit may be claimed using the Personal Allowances Worksheet below. See Pub. 505 for information on converting your other credits into withholding allowances.

Nonwage income. If you have a large amount of nonwage income, such as interest or dividends, consider making estimated tax payments using Form 1040-ES, Estimated Tax for Individuals. Otherwise, you may owe additional tax. If you have pension or annuity income, see Pub. 505 to find out if you should adjust your withholding on Form W-4 or W-4P.

Two earners or multiple jobs. If you have a working spouse or more than one job, figure the total number of allowances you are entitled to claim on all jobs using worksheets from only one Form W-4. Your withholding usually will be most accurate when all allowances are claimed on the Form W-4 for the highest paying job and zero allowances are claimed on the others. See Pub. 505 for details.

Nonresident alien. If you are a nonresident alien, see Notice 1392, Supplemental Form W-4 Instructions for Nonresident Aliens, before completing this form.

Check your withholding. After your Form W-4 takes effect, use Pub. 505 to see how the amount you are having withheld compares to your projected total tax for 2016. See Pub. 505, especially if your earnings exceed $130,000 (Single) or $180,000 (Married).

Future developments. Information about any future developments affecting Form W-4 (such as legislation enacted after we release it) will be posted at www.irs.gov/w4.

Personal Allowances Worksheet (Keep for your records.)A Enter “1” for yourself if no one else can claim you as a dependent . . . . . . . . . . . . . . . . . . A

B Enter “1” if: {• You are single and have only one job; or

• You are married, have only one job, and your spouse does not work; or . . .

• Your wages from a second job or your spouse’s wages (or the total of both) are $1,500 or less.} B

C Enter “1” for your spouse. But, you may choose to enter “-0-” if you are married and have either a working spouse or more

than one job. (Entering “-0-” may help you avoid having too little tax withheld.) . . . . . . . . . . . . . . C

D Enter number of dependents (other than your spouse or yourself) you will claim on your tax return . . . . . . . . D

E Enter “1” if you will file as head of household on your tax return (see conditions under Head of household above) . . E

F Enter “1” if you have at least $2,000 of child or dependent care expenses for which you plan to claim a credit . . . F

(Note: Do not include child support payments. See Pub. 503, Child and Dependent Care Expenses, for details.)

G Child Tax Credit (including additional child tax credit). See Pub. 972, Child Tax Credit, for more information.

• If your total income will be less than $70,000 ($100,000 if married), enter “2” for each eligible child; then less “1” if you

have two to four eligible children or less “2” if you have five or more eligible children.

• If your total income will be between $70,000 and $84,000 ($100,000 and $119,000 if married), enter “1” for each eligible child . . G

H Add lines A through G and enter total here. (Note: This may be different from the number of exemptions you claim on your tax return.) H

For accuracy, complete all worksheets that apply.

{• If you plan to itemize or claim adjustments to income and want to reduce your withholding, see the Deductions and Adjustments Worksheet on page 2.

• If you are single and have more than one job or are married and you and your spouse both work and the combined earnings from all jobs exceed $50,000 ($20,000 if married), see the Two-Earners/Multiple Jobs Worksheet on page 2 to avoid having too little tax withheld.• If neither of the above situations applies, stop here and enter the number from line H on line 5 of Form W-4 below.

Separate here and give Form W-4 to your employer. Keep the top part for your records.

Form W-4Department of the Treasury Internal Revenue Service

Employee's Withholding Allowance Certificate Whether you are entitled to claim a certain number of allowances or exemption from withholding is

subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS.

OMB No. 1545-0074

20161 Your first name and middle initial Last name

Home address (number and street or rural route)

City or town, state, and ZIP code

2 Your social security number

3 Single Married Married, but withhold at higher Single rate.

Note: If married, but legally separated, or spouse is a nonresident alien, check the “Single” box.

4 If your last name differs from that shown on your social security card,

check here. You must call 1-800-772-1213 for a replacement card.

5 Total number of allowances you are claiming (from line H above or from the applicable worksheet on page 2) 5

6 Additional amount, if any, you want withheld from each paycheck . . . . . . . . . . . . . . 6 $

7 I claim exemption from withholding for 2016, and I certify that I meet both of the following conditions for exemption.

• Last year I had a right to a refund of all federal income tax withheld because I had no tax liability, and

• This year I expect a refund of all federal income tax withheld because I expect to have no tax liability.

If you meet both conditions, write “Exempt” here . . . . . . . . . . . . . . . 7

Under penalties of perjury, I declare that I have examined this certificate and, to the best of my knowledge and belief, it is true, correct, and complete.

Employee’s signature (This form is not valid unless you sign it.) Date

8 Employer’s name and address (Employer: Complete lines 8 and 10 only if sending to the IRS.) 9 Office code (optional) 10 Employer identification number (EIN)

For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 10220Q Form W-4 (2016)

Form W-4 (2016) Page 2

Deductions and Adjustments WorksheetNote: Use this worksheet only if you plan to itemize deductions or claim certain credits or adjustments to income.

1 Enter an estimate of your 2016 itemized deductions. These include qualifying home mortgage interest, charitable contributions, state and local taxes, medical expenses in excess of 10% (7.5% if either you or your spouse was born before January 2, 1952) of your income, and miscellaneous deductions. For 2016, you may have to reduce your itemized deductions if your income is over $311,300 and you are married filing jointly or are a qualifying widow(er); $285,350 if you are head of household; $259,400 if you are single and not head of household or a qualifying widow(er); or $155,650 if you are married filing separately. See Pub. 505 for details . . . 1 $

2 Enter: {$12,600 if married filing jointly or qualifying widow(er)

$9,300 if head of household . . . . . . . . . . .

$6,300 if single or married filing separately} 2 $

3 Subtract line 2 from line 1. If zero or less, enter “-0-” . . . . . . . . . . . . . . . . 3 $

4 Enter an estimate of your 2016 adjustments to income and any additional standard deduction (see Pub. 505) 4 $

5 Add lines 3 and 4 and enter the total. (Include any amount for credits from the Converting Credits to

Withholding Allowances for 2016 Form W-4 worksheet in Pub. 505.) . . . . . . . . . . . . 5 $

6 Enter an estimate of your 2016 nonwage income (such as dividends or interest) . . . . . . . . 6 $

7 Subtract line 6 from line 5. If zero or less, enter “-0-” . . . . . . . . . . . . . . . . 7 $

8 Divide the amount on line 7 by $4,050 and enter the result here. Drop any fraction . . . . . . . 8

9 Enter the number from the Personal Allowances Worksheet, line H, page 1 . . . . . . . . . 9

10 Add lines 8 and 9 and enter the total here. If you plan to use the Two-Earners/Multiple Jobs Worksheet,

also enter this total on line 1 below. Otherwise, stop here and enter this total on Form W-4, line 5, page 1 10

Two-Earners/Multiple Jobs Worksheet (See Two earners or multiple jobs on page 1.)Note: Use this worksheet only if the instructions under line H on page 1 direct you here.

1 Enter the number from line H, page 1 (or from line 10 above if you used the Deductions and Adjustments Worksheet) 1

2 Find the number in Table 1 below that applies to the LOWEST paying job and enter it here. However, if

you are married filing jointly and wages from the highest paying job are $65,000 or less, do not enter more

than “3” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3 If line 1 is more than or equal to line 2, subtract line 2 from line 1. Enter the result here (if zero, enter

“-0-”) and on Form W-4, line 5, page 1. Do not use the rest of this worksheet . . . . . . . . . 3

Note: If line 1 is less than line 2, enter “-0-” on Form W-4, line 5, page 1. Complete lines 4 through 9 below to

figure the additional withholding amount necessary to avoid a year-end tax bill.

4 Enter the number from line 2 of this worksheet . . . . . . . . . . 4

5 Enter the number from line 1 of this worksheet . . . . . . . . . . 5

6 Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . 6

7 Find the amount in Table 2 below that applies to the HIGHEST paying job and enter it here . . . . 7 $

8 Multiply line 7 by line 6 and enter the result here. This is the additional annual withholding needed . . 8 $

9 Divide line 8 by the number of pay periods remaining in 2016. For example, divide by 25 if you are paid every two

weeks and you complete this form on a date in January when there are 25 pay periods remaining in 2016. Enter

the result here and on Form W-4, line 6, page 1. This is the additional amount to be withheld from each paycheck 9 $

Table 1

Married Filing Jointly

If wages from LOWEST paying job are—

Enter on line 2 above

$0 - $6,000 06,001 - 14,000 1

14,001 - 25,000 225,001 - 27,000 327,001 - 35,000 435,001 - 44,000 544,001 - 55,000 655,001 - 65,000 765,001 - 75,000 875,001 - 80,000 980,001 - 100,000 10

100,001 - 115,000 11115,001 - 130,000 12130,001 - 140,000 13140,001 - 150,000 14 150,001 and over 15

All Others

If wages from LOWEST paying job are—

Enter on line 2 above

$0 - $9,000 09,001 - 17,000 1

17,001 - 26,000 226,001 - 34,000 334,001 - 44,000 444,001 - 75,000 575,001 - 85,000 685,001 - 110,000 7

110,001 - 125,000 8125,001 - 140,000 9140,001 and over 10

Table 2

Married Filing Jointly

If wages from HIGHEST paying job are—

Enter on line 7 above

$0 - $75,000 $61075,001 - 135,000 1,010

135,001 - 205,000 1,130205,001 - 360,000 1,340360,001 - 405,000 1,420405,001 and over 1,600

All Others

If wages from HIGHEST paying job are—

Enter on line 7 above

$0 - $38,000 $61038,001 - 85,000 1,01085,001 - 185,000 1,130

185,001 - 400,000 1,340400,001 and over 1,600

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 who claims no withholding allowances; 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.

First name and middle initial Last name Your social security number

Permanent home address (number and street or rural route) Apartment number

City,village,orpostoffice State ZIPcode

Are you a resident of New York City? ........... Yes NoAre you a resident of Yonkers? ..................... Yes NoComplete the worksheet on page 3 before making any entries.1 TotalnumberofallowancesyouareclaimingforNewYorkStateandYonkers,ifapplicable(from line 17) ........... 12 Total number of allowances for New York City (from line 28) .................................................................................. 2

Use lines 3, 4, and 5 below to have additional withholding per pay period under special agreement with your employer.

3 NewYorkStateamount ........................................................................................................................................ 34 New York City amount ........................................................................................................................................... 45 Yonkers amount .................................................................................................................................................... 5

Department of Taxation and Finance

Employee’s Withholding Allowance CertificateNew York State • New York City • Yonkers

SingleorHeadofhousehold Married

Married, but withhold at higher single rate

Note:Ifmarriedbutlegallyseparated,markanX in the Single or Head of household box.

IcertifythatIamentitledtothenumberofwithholdingallowancesclaimedonthiscertificate.Employee’s signature Date

Employer’s name and address (Employer: complete this section only if you are sending a copy of this form to the NYS Tax Department.) Employeridentificationnumber

Penalty – A penalty of $500 may be imposed for any false statement you make that decreases the amount of money you have withheld from your wages. You may also be subject to criminal penalties.

Employee: detach this page and give it to your employer; keep a copy for your records.

Changes effective for 2016FormIT-2104hasbeenrevisedfortaxyear2016.Theworksheetonpage3andthechartsbeginningonpage4,usedtocomputewithholdingallowancesortoenteranadditionaldollaramountonline(s)3,4,or5,havebeenrevised.IfyoupreviouslyfiledaFormIT-2104andusedtheworksheetorcharts,youshouldcompleteanew2016FormIT-2104andgive it to your employer.

Who should file this form Thiscertificate,FormIT-2104,iscompletedbyanemployeeandgiventotheemployertoinstructtheemployerhowmuchNewYorkState(andNew York City and Yonkers) tax to withhold from the employee’s pay. The more allowances claimed, the lower the amount of tax withheld.

IfyoudonotfileFormIT-2104,youremployermayusethesamenumberofallowancesyouclaimedonfederalFormW-4.Duetodifferencesintax law, this may result in the wrong amount of tax withheld for New York State,NewYorkCity,andYonkers.CompleteFormIT-2104eachyearandfileitwithyouremployerifthenumberofallowancesyoumayclaim

isdifferentfromfederalFormW-4orhaschanged.CommonreasonsforcompletinganewFormIT-2104eachyearincludethefollowing:• You started a new job.• You are no longer a dependent.• Your individual circumstances may have changed (for example, you

were married or have an additional child).• You moved into or out of NYC or Yonkers.• You itemize your deductions on your personal income tax return.• YouclaimallowancesforNewYorkStatecredits.• Youowedtaxorreceivedalargerefundwhenyoufiledyourpersonal

income tax return for the past year.• Yourwageshaveincreasedandyouexpecttoearn$106,950ormore

during the tax year.• Thetotalincomeofyouandyourspousehasincreasedto$106,950or

more for the tax year.• Youhavesignificantlymoreorlessincomefromothersourcesorfrom

another job.• You no longer qualify for exemption from withholding.

Instructions

Employer: Keep this certificate with your records.Mark an XinboxAand/orboxBtoindicatewhyyouaresendingacopyofthisformtoNewYorkState (see instructions):

A Employeeclaimedmorethan14exemptionallowancesforNYS ............ A

B Employee is a new hire or a rehire ... B First date employee performed services for pay (mm-dd-yyyy) (see instr.):

Aredependenthealthinsurancebenefitsavailableforthisemployee? ............. Yes No

IfYes,enterthedatetheemployeequalifies(mm-dd-yyyy):

IT-2104

Page 2 of 7 IT-2104(2016)

• YouhavebeenadvisedbytheInternalRevenueServicethatyouare entitled to fewer allowances than claimed on your original federal FormW-4,andthedisallowedallowanceswereclaimedonyouroriginalFormIT-2104.

Exemption from withholdingYoucannotuseFormIT-2104toclaimexemptionfromwithholding.To claim exemption from income tax withholding, you mustfileFormIT-2104-E,Certificate of Exemption from Withholding, with your employer.Youmustfileanewcertificateeachyearthatyouqualifyforexemption. This exemption from withholding is allowable only if you had no New York income tax liability in the prior year, you expect none in the current year, andyouareover65yearsofage,under18,orafull-timestudentunder25.Youmayalsoclaimexemptionfromwithholdingifyou are a military spouse and meet the conditions set forth under the ServicemembersCivilReliefActasamendedbytheMilitarySpousesResidencyReliefAct.Ifyouareadependentwhoisunder18orafull-timestudent,youmayowetaxifyourincomeismorethan$3,100.

Withholding allowancesYou may not claim a withholding allowance for yourself or, if married, your spouse. Claim the number of withholding allowances you compute inPart1andPart3onpage3ofthisform.Ifyouwantmoretaxwithheld, you may claim fewer allowances. If you claim more than 14 allowances, your employer must send a copy of your Form IT-2104 totheNewYorkStateTaxDepartment.Youmaythenbeaskedtoverifyyourallowances.Ifyouarriveatnegativeallowances(lessthanzero)onlines1or2andyouremployercannotaccommodatenegativeallowances, enter 0 and see Additional dollar amount(s) below.

Income from sources other than wages –Ifyouhavemorethan$1,000ofincomefromsourcesotherthanwages(suchasinterest,dividends, or alimony received), reduce the number of allowances claimedonline1andline2(ifapplicable)oftheIT-2104certificatebyoneforeach$1,000ofnonwageincome.Ifyouarriveatnegativeallowances(less than zero), see Withholding allowances above. You may also considerfilingestimatedtax,especiallyifyouhavesignificantamountsof nonwage income. Estimated tax requires that payments be made by the employee directly to the Tax Department on a quarterly basis. For moreinformation,seetheinstructionsforFormIT-2105,Estimated Tax Payment Voucher for Individuals, or see Need help?onpage6.

Other credits (Worksheetline13) – Ifyouwillbeeligibletoclaimany credits other than the credits listed in the worksheet, such as an investment tax credit, you may claim additional allowances.

FindyourfilingstatusandyourNewYorkadjustedgrossincome(NYAGI)in the chart below, and divide the amount of the expected credit by the number indicated. Enter the result (rounded to the nearest whole number) online13.

Example: You are married and expect your New York adjusted gross income to be less than $321,050. In addition, you expect to receive a flow-through of an investment tax credit from the S corporation of which you are a shareholder. The investment tax credit will be $160. Divide the expected credit by 66. 160/66 = 2.4242. The additional withholding allowance(s) would be 2. Enter 2 on line 13.

Married couples with both spouses working –Ifyouandyourspousebothwork,youshouldeachfileaseparateIT-2104certificatewithyourrespective employers. Your withholding will better match your total tax if thehigherwage-earningspouseclaimsallofthecouple’sallowancesandthelowerwage-earningspouseclaimszeroallowances.Do not claim moretotalallowancesthanyouareentitledto.Ifyourcombinedwagesare:• lessthan$106,950,youshouldeachmarkanX in the box Married,

but withhold at higher single rateonthecertificatefront,anddividethe

totalnumberofallowancesthatyoucomputeonline17andline28(ifapplicable) between you and your working spouse.

• $106,950ormore,usethechart(s)inPart4andentertheadditionalwithholding dollar amount on line 3.

Taxpayers with more than one job –Ifyouhavemorethanonejob,fileaseparateIT-2104certificatewitheachofyouremployers.Besure to claim only the total number of allowances that you are entitled to. Your withholding will better match your total tax if you claim all of yourallowancesatyourhigher-payingjobandzeroallowancesatthelower-payingjob.Inaddition,tomakesurethatyouhaveenoughtax withheld, if you are a single taxpayer or head of household with two or more jobs, and your combined wages from all jobs are under $106,950,reducethenumberofallowancesbysevenonline1andline2(ifapplicable)onthecertificateyoufilewithyourhigher-payingjobemployer.Ifyouarriveatnegativeallowances(lessthanzero),see Withholding allowances above.

Ifyouareasingleoraheadofhouseholdtaxpayer,andyourcombinedwagesfromallofyourjobsarebetween$106,950and$2,248,076,usethe chart(s) in Part 5 and enter the additional withholding dollar amount from the chart on line 3.

Ifyouareamarriedtaxpayer,andyourcombinedwagesfromallofyourjobsare$106,950ormore,usethechart(s)inPart4andentertheadditionalwithholdingdollaramountfromthechartonline3(Substitutethe words Higher-paying job for Higher earner’s wages within the chart).

Dependents – Ifyouareadependentofanothertaxpayerandexpectyourincometoexceed$3,100,youshouldreduceyourwithholdingallowancesbyoneforeach$1,000ofincomeover$2,500.Thiswillensure that your employer withholds enough tax.

Following the above instructions will help to ensure that you will not owe additionaltaxwhenyoufileyourreturn.

Heads of households with only one job – Ifyouwillusethehead-of-householdfilingstatusonyourstateincometaxreturn,markthe Single or Head of householdboxonthefrontofthecertificate.Ifyouhave only one job, you may also wish to claim two additional withholding allowancesonline14.

Additional dollar amount(s)You may ask your employer to withhold an additional dollar amount each payperiodbycompletinglines3,4,and5onFormIT-2104.Inmostinstances, if you compute a negative number of allowances and your employer cannot accommodate a negative number, for each negative allowanceclaimedyoushouldhaveanadditional$1.85oftaxwithheldperweekforNewYorkStatewithholdingonline3,andanadditional$0.80oftaxwithheldperweekforNewYorkCitywithholdingonline4.Yonkersresidentsshoulduse16.75%(.1675)oftheNewYorkStateamountforadditional withholding for Yonkers on line 5.

Note:Ifyouarerequestingyouremployertowithholdanadditionaldollaramountonlines3,4,or5ofthisallowancecertificate,theadditionaldollar amount, as determined by these instructions or by using the chart(s)inPart4orPart5,isaccurateforaweeklypayroll.Therefore,if you are not paid on a weekly basis, you will need to adjust the dollar amount(s) that you compute. For example, if you are paid biweekly, you must double the dollar amount(s) computed.

Avoid underwithholdingFormIT-2104,togetherwithyouremployer’swithholdingtables,isdesigned to ensure that the correct amount of tax is withheld from your pay. Ifyoufailtohaveenoughtaxwithheldduringtheentireyear,youmayowealargetaxliabilitywhenyoufileyourreturn.TheTaxDepartmentmustassess interest and may impose penalties in certain situations in addition tothetaxliability.Evenifyoudonotfileareturn,wemaydeterminethat you owe personal income tax, and we may assess interest and penalties on the amount of tax that you should have paid during the year.

Single and NYAGI is:

Head of household and NYAGI is:

Married and NYAGI is:

Divide amount of expected credit by:

Less than Less than Less than 66 $214,000 $267,500 $321,050 Between Between Between $214,000and $267,500and $321,050and 68 $1,070,350 $1,605,650 $2,140,900 Over Over Over 88 $1,070,350 $1,605,650 $2,140,900

(continued)

IT-2104 (2016) Page 3 of 7

WorksheetSee the instructions before completing this worksheet.

Part 1 – Complete this part to compute your withholding allowances for New York State and Yonkers (line1).

Part 3 – Complete this part to compute your withholding allowances for New York City (line2).

Part 2 – Complete this part only if you expect to itemize deductions on your state return.

18 Enter your estimated federal itemized deductions for the tax year ........................................................................................... 18 19 Enteryourestimatedstate,local,andforeignincometaxesorstateandlocalgeneralsalestaxesincludedonline18 ........ 19 20 Subtractline19fromline18 .................................................................................................................................................... 20 21 Enter your estimated college tuition itemized deduction .......................................................................................................... 21 22 Addlines20and21 ................................................................................................................................................................. 22 23 Basedonyourfederalfilingstatus,entertheapplicableamountfromthetablebelow ........................................................... 23

Single(cannotbeclaimedasadependent) .... $ 7,950 Qualifyingwidow(er) ........................................ $15,950 Single(canbeclaimedasadependent) ....... $ 3,100 Marriedfilingjointly .......................................... $15,950 Headofhousehold......................................... $11,150 Marriedfilingseparatereturns ......................... $ 7,950

24 Subtractline23fromline22(if line 23 is larger than line 22, enter 0 here and on line 16 above) ....................................................... 24 25 Divideline24by$1,000.Dropanyfractionandentertheresulthereandonline16above ................................................... 25

26 Entertheamountfromline6above ......................................................................................................................................... 26 27 Addlines14through16aboveandentertotalhere ................................................................................................................ 27 28 Addlines26and27.Entertheresulthereandonline2 ......................................................................................................... 28

6 Enter the number of dependents that you will claim on your state return (do not include yourself or, if married, your spouse) ..... 6 For lines 7, 8, and 9, enter 1 for each credit you expect to claim on your state return. 7 College tuition credit .................................................................................................................................................................. 7 8 NewYorkStatehouseholdcredit ............................................................................................................................................... 8 9 Realpropertytaxcredit .............................................................................................................................................................. 9 For lines 10, 11, and 12, enter 3 for each credit you expect to claim on your state return. 10 Child and dependent care credit ................................................................................................................................................ 10 11 Earned income credit ................................................................................................................................................................. 11 12 EmpireStatechildcredit ............................................................................................................................................................ 12 13 Other credits (see instructions) ...................................................................................................................................................... 13 14 Headofhouseholdstatusand only one job (enter 2 if the situation applies) ................................................................................... 14 15 Enter an estimate of your federal adjustments to income, such as alimony you will pay for the tax year anddeductibleIRAcontributionsyouwillmakeforthetaxyear.Totalestimate$ . Dividethisestimateby$1,000.Dropanyfractionandenterthenumber .............................................................................. 15 16 Ifyouexpecttoitemizedeductionsonyourstatetaxreturn,completePart2belowandenterthenumberfromline25. All others enter 0 ................................................................................................................................................................... 16 17 Addlines6through16.Entertheresulthereandonline1.Ifyouhavemorethanonejob,orifyouandyourspouseboth work, see instructions for Taxpayers with more than one job or Married couples with both spouses working. ..................... 17

Standard deduction table

EmployersBox A – Ifyouarerequiredtosubmitacopyofanemployee’sFormIT-2104totheTaxDepartmentbecausetheemployeeclaimedmorethan14allowances,markanX in box A and send a copy ofFormIT-2104to:NYS Tax Department, Income Tax Audit Administrator, Withholding Certificate Coordinator, W A Harriman Campus, Albany NY 12227-0865.Iftheemployeeisalsoanewhireorrehire, see Box Binstructions.SeePublication55,Designated Private Delivery Services,ifnotusingU.S.Mail.

Duedatesforsendingcertificatesreceivedfromemployeesclaimingmorethan14allowancesare:Quarter Due date Quarter Due dateJanuary–March April30 July–September October31April–June July31 October–December January31

Box B – IfyouaresubmittingacopyofthisformtocomplywithNewYorkState’sNewHireReportingProgram,markanX in box B. Enter the firstdayanyservicesareperformedforwhichtheemployeewillbepaidwages, commissions, tips and any other type of compensation. For servicesbasedsolelyoncommissions,thisisthefirstdayanemployeeworking for commissions is eligible to earn commissions. Also, mark an X in the Yes or Noboxindicatingifdependenthealthinsurancebenefitsareavailabletothisemployee.IfYes,enterthedatetheemployeequalifiesforcoverage.Mailthecompletedform,within20daysofhiring,to:NYS Tax Department, New Hire Notification, PO Box 15119, Albany NY 12212-5119. Toreportnewly-hiredorrehiredemployeesonlineinsteadofsubmitting this form, go to www.nynewhire.com.

Page 4 of 7 IT-2104 (2016)

Part 4 – These charts are only for married couples with both spouses working or married couples with one spouse working more than onejob,andwhosecombinedwagesarebetween$106,950and$2,248,076.

Enter the additional withholding dollar amount on line 3.

Theadditionaldollaramount,asshownbelow,isaccurateforaweeklypayroll.Ifyouarenotpaidonaweeklybasis,youwillneedtoadjust these dollar amount(s). For example, if you are paid biweekly, you must double the dollar amount(s) computed.

Combined wages between $106,950 and $535,149Higher earner’s wages

Combined wages between $535,150 and $1,177,449

Higher earner’s wages

$106,950 $128,400 $149,750 $171,150 $192,550 $235,400 $278,250 $321,050 $374,600 $428,100 $481,650 $128,399 $149,749 $171,149 $192,549 $235,399 $278,249 $321,049 $374,599 $428,099 $481,649 $535,149

$53,450 $74,799 $12 $16

$74,800 $96,199 $11 $17 $22 $27

$96,200 $117,649 $8 $15 $20 $27 $35

$117,650 $128,399 $2 $10 $16 $23 $32 $31

$128,400 $139,099 $4 $13 $20 $30 $29

$139,100 $149,749 $2 $10 $17 $27 $29 $26

$149,750 $160,499 $4 $15 $25 $29 $24

$160,500 $171,349 $2 $11 $22 $27 $24 $22

$171,350 $192,549 $4 $17 $22 $23 $22 $18

$192,550 $235,399 $6 $12 $18 $20 $19 $19

$235,400 $278,249 $6 $12 $23 $25 $19 $18

$278,250 $321,049 $6 $18 $30 $26 $19

$321,050 $374,599 $10 $20 $27 $22

$374,600 $428,099 $8 $16 $23

$428,100 $481,649 $8 $16

$481,650 $535,149 $8

$535,150 $588,700 $642,200 $695,700 $749,250 $802,800 $856,300 $909,850 $963,400 $1,016,900 $1,070,350 $1,123,950 $588,699 $642,199 $695,699 $749,249 $802,799 $856,299 $909,849 $963,399 $1,016,899 $1,070,349 $1,123,949 $1,177,449

$235,400 $278,249 $18

$278,250 $321,049 $20 $16

$321,050 $374,599 $15 $17 $19 $14

$374,600 $428,099 $18 $11 $13 $15 $7 $7

$428,100 $481,649 $23 $18 $11 $13 $15 $7 $7 $7

$481,650 $535,149 $16 $23 $18 $11 $13 $15 $7 $7 $7 $7

$535,150 $588,699 $8 $16 $23 $18 $11 $13 $15 $7 $7 $7 $8 $11

$588,700 $642,199 $8 $16 $23 $18 $11 $13 $15 $7 $7 $8 $11

$642,200 $695,699 $8 $16 $23 $18 $11 $13 $15 $7 $8 $11

$695,700 $749,249 $8 $16 $23 $18 $11 $13 $15 $8 $11

$749,250 $802,799 $8 $16 $23 $18 $11 $13 $16 $11

$802,800 $856,299 $8 $16 $23 $18 $11 $14 $19

$856,300 $909,849 $8 $16 $23 $18 $12 $17

$909,850 $963,399 $8 $16 $23 $20 $15

$963,400 $1,016,899 $8 $16 $24 $23

$1,016,900 $1,070,349 $8 $17 $27

$1,070,350 $1,123,949 $9 $19

$1,123,950 $1,177,449 $9

IT-2104 (2016) Page 5 of 7

Combined wages between $1,177,450 and $1,712,749

Higher earner’s wages

Combined wages between $1,712,750 and $2,248,076

Higher earner’s wages

Note:Thesechartsdonotaccountforadditionalwithholdinginthefollowinginstances: • amarriedcouplewithbothspousesworking,whereonespouse’swagesaremorethan$1,124,038butlessthan$2,248,076,andtheother

spouse’swagesarealsomorethan$1,124,038butlessthan$2,248,076; • marriedtaxpayerswithonlyonespouseworking,andthatspouseworksmorethanonejob,withwagesfromeachjobunder$2,248,076,but

combinedwagesfromalljobsisover$2,248,076.Ifyouareinoneofthesesituationsandyouwouldliketorequestanadditionaldollaramountofwithholdingfromyourwages,pleasecontacttheTax

Department for assistance (see Need help?onpage6).

$1,177,450 $1,230,950 $1,284,550 $1,338,050 $1,391,550 $1,445,100 $1,498,600 $1,552,100 $1,605,650 $1,659,200 $1,230,949 $1,284,549 $1,338,049 $1,391,549 $1,445,099 $1,498,599 $1,552,099 $1,605,649 $1,659,199 $1,712,749

$588,700 $642,199 $14 $17

$642,200 $695,699 $14 $17 $21 $24

$695,700 $749,249 $14 $17 $21 $24 $27 $30

$749,250 $802,799 $14 $17 $21 $24 $27 $30 $33 $36

$802,800 $856,299 $14 $17 $21 $24 $27 $30 $33 $36 $39 $42

$856,300 $909,849 $23 $17 $21 $24 $27 $30 $33 $36 $39 $42

$909,850 $963,399 $21 $26 $21 $24 $27 $30 $33 $36 $39 $42

$963,400 $1,016,899 $18 $24 $29 $24 $27 $30 $33 $36 $39 $42

$1,016,900 $1,070,349 $26 $22 $27 $32 $27 $30 $33 $36 $39 $42

$1,070,350 $1,123,949 $29 $27 $23 $28 $33 $28 $31 $34 $37 $41

$1,123,950 $1,177,449 $19 $29 $27 $23 $28 $33 $28 $31 $34 $37

$1,177,450 $1,230,949 $9 $19 $29 $27 $23 $28 $33 $28 $31 $34

$1,230,950 $1,284,549 $9 $19 $29 $27 $23 $28 $33 $28 $31

$1,284,550 $1,338,049 $9 $19 $29 $27 $23 $28 $33 $28

$1,338,050 $1,391,549 $9 $19 $29 $27 $23 $28 $33

$1,391,550 $1,445,099 $9 $19 $29 $27 $23 $28

$1,445,100 $1,498,599 $9 $19 $29 $27 $23

$1,498,600 $1,552,099 $9 $19 $29 $28

$1,552,100 $1,605,649 $9 $19 $29

$1,605,650 $1,659,199 $9 $19

$1,659,200 $1,712,749 $9

$1,712,750 $1,766,250 $1,819,800 $1,873,300 $1,926,800 $1,980,350 $2,033,900 $2,087,400 $2,140,900 $2,194,500 $1,766,249 $1,819,799 $1,873,299 $1,926,799 $1,980,349 $2,033,899 $2,087,399 $2,140,899 $2,194,499 $2,248,076

$856,300 $909,849 $45 $48

$909,850 $963,399 $45 $48 $51 $54

$963,400 $1,016,899 $45 $48 $51 $54 $58 $61

$1,016,900 $1,070,349 $45 $48 $51 $54 $58 $61 $64 $67

$1,070,350 $1,123,949 $44 $47 $50 $53 $56 $59 $62 $65 $484 $911

$1,123,950 $1,177,449 $41 $44 $47 $50 $53 $56 $59 $62 $481 $911

$1,177,450 $1,230,949 $37 $41 $44 $47 $50 $53 $56 $59 $478 $908

$1,230,950 $1,284,549 $34 $37 $41 $44 $47 $50 $53 $56 $475 $905

$1,284,550 $1,338,049 $31 $34 $37 $41 $44 $47 $50 $53 $472 $902

$1,338,050 $1,391,549 $28 $31 $34 $38 $41 $44 $47 $50 $468 $899

$1,391,550 $1,445,099 $33 $28 $31 $34 $37 $41 $44 $47 $465 $896

$1,445,100 $1,498,599 $28 $33 $28 $31 $34 $37 $41 $44 $462 $893

$1,498,600 $1,552,099 $23 $28 $33 $28 $31 $34 $37 $41 $459 $889

$1,552,100 $1,605,649 $27 $23 $28 $33 $28 $31 $34 $37 $456 $886

$1,605,650 $1,659,199 $29 $27 $23 $28 $33 $28 $31 $34 $453 $883

$1,659,200 $1,712,749 $19 $29 $27 $23 $28 $33 $28 $31 $450 $880

$1,712,750 $1,766,249 $9 $19 $29 $27 $23 $28 $33 $28 $447 $877

$1,766,250 $1,819,799 $9 $19 $29 $27 $23 $28 $33 $444 $874

$1,819,800 $1,873,299 $9 $19 $29 $27 $23 $28 $449 $871

$1,873,300 $1,926,799 $9 $19 $29 $27 $23 $444 $876

$1,926,800 $1,980,349 $9 $19 $29 $27 $439 $871

$1,980,350 $2,033,899 $9 $19 $29 $443 $866

$2,033,900 $2,087,399 $9 $19 $444 $870

$2,087,400 $2,140,899 $9 $434 $871

$2,140,900 $2,194,499 $218 $446

$2,194,500 $2,248,076 $14

Need help?

Telephone assistanceAutomatedincometaxrefundstatus: (518)457-5149Personal Income TaxInformationCenter: (518)457-5181Toorderformsandpublications: (518)457-5431Text Telephone (TTY) Hotline (for persons with hearing and speech disabilities using a TTY): (518)485-5082

Visit our Web site at www.tax.ny.gov• get information and manage your taxes online• check for new online services and features

Page 6 of 7 IT-2104 (2016)

Combined wages between $106,950 and $535,149Higher wage

$535,150 $588,700 $642,200 $695,700 $749,250 $802,800 $856,300 $909,850 $963,400 $1,016,900 $1,070,350 $1,123,950 $588,699 $642,199 $695,699 $749,249 $802,799 $856,299 $909,849 $963,399 $1,016,899 $1,070,349 $1,123,949 $1,177,449

$235,400 $278,249 $9

$278,250 $321,049 $9 $8

$321,050 $374,599 $17 $8 $8 $8

$374,600 $428,099 $15 $17 $8 $8 $8 $8

$428,100 $481,649 $22 $15 $17 $8 $8 $8 $8 $8

$481,650 $535,149 $16 $22 $15 $17 $8 $8 $8 $8 $8 $8

$535,150 $588,699 $8 $16 $22 $15 $17 $8 $8 $8 $8 $8 $224 $450

$588,700 $642,199 $8 $16 $22 $15 $17 $8 $8 $8 $8 $224 $450

$642,200 $695,699 $8 $16 $22 $15 $17 $8 $8 $8 $224 $450

$695,700 $749,249 $8 $16 $22 $15 $17 $8 $8 $224 $450

$749,250 $802,799 $8 $16 $22 $15 $17 $8 $224 $450

$802,800 $856,299 $8 $16 $22 $15 $17 $224 $450

$856,300 $909,849 $8 $16 $22 $15 $232 $450

$909,850 $963,399 $8 $16 $22 $230 $458

$963,400 $1,016,899 $8 $16 $237 $456

$1,016,900 $1,070,349 $8 $231 $463

$1,070,350 $1,123,949 $115 $242

$1,123,950 $1,177,449 $14

Combined wages between $535,150 and $1,177,449

Higher wage

Part 5 – These charts are only for single taxpayers and head of household taxpayers with more than one job, and whose combined wagesarebetween$106,950and$2,248,076.

Enter the additional withholding dollar amount on line 3.

Theadditionaldollaramount,asshownbelow,isaccurateforaweeklypayroll.Ifyouarenotpaidonaweeklybasis,youwillneedtoadjust these dollar amount(s). For example, if you are paid biweekly, you must double the dollar amount(s) computed.

(Part 5 continued on page 7)

$106,950 $128,400 $149,750 $171,150 $192,550 $235,400 $278,250 $321,050 $374,600 $428,100 $481,650 $128,399 $149,749 $171,149 $192,549 $235,399 $278,249 $321,049 $374,599 $428,099 $481,649 $535,149

$53,450 $74,799 $13 $18

$74,800 $96,199 $13 $19 $26 $25

$96,200 $117,649 $8 $17 $23 $26 $27

$117,650 $128,399 $2 $11 $18 $21 $25 $28

$128,400 $139,099 $4 $15 $18 $22 $28

$139,100 $149,749 $2 $11 $14 $19 $28 $26

$149,750 $160,499 $4 $11 $15 $28 $24

$160,500 $171,349 $2 $8 $13 $27 $25 $21

$171,350 $192,549 $3 $11 $25 $28 $22 $24

$192,550 $235,399 $8 $20 $29 $26 $24 $18

$235,400 $278,249 $8 $16 $23 $18 $18 $12

$278,250 $321,049 $7 $15 $22 $15 $16

$321,050 $374,599 $8 $16 $22 $15

$374,600 $428,099 $8 $16 $22

$428,100 $481,649 $8 $16

$481,650 $535,149 $8

Privacy notificationSeeourWebsiteorPublication54,Privacy Notification.

IT-2104 (2016) Page 7 of 7

$1,177,450 $1,230,950 $1,284,550 $1,338,050 $1,391,550 $1,445,100 $1,498,600 $1,552,100 $1,605,650 $1,659,200 $1,230,949 $1,284,549 $1,338,049 $1,391,549 $1,445,099 $1,498,599 $1,552,099 $1,605,649 $1,659,199 $1,712,749

$588,700 $642,199 $473 $496

$642,200 $695,699 $473 $496 $520 $543

$695,700 $749,249 $473 $496 $520 $543 $566 $590

$749,250 $802,799 $473 $496 $520 $543 $566 $590 $613 $637

$802,800 $856,299 $473 $496 $520 $543 $566 $590 $613 $637 $660 $683

$856,300 $909,849 $473 $496 $520 $543 $566 $590 $613 $637 $660 $683

$909,850 $963,399 $473 $496 $520 $543 $566 $590 $613 $637 $660 $683

$963,400 $1,016,899 $481 $496 $520 $543 $566 $590 $613 $637 $660 $683

$1,016,900 $1,070,349 $479 $505 $520 $543 $566 $590 $613 $637 $660 $683

$1,070,350 $1,123,949 $271 $287 $313 $328 $351 $375 $398 $421 $445 $468

$1,123,950 $1,177,449 $39 $69 $85 $110 $125 $149 $172 $195 $219 $242

$1,177,450 $1,230,949 $14 $39 $69 $85 $110 $125 $149 $172 $195 $219

$1,230,950 $1,284,549 $14 $39 $69 $85 $110 $125 $149 $172 $195

$1,284,550 $1,338,049 $14 $39 $69 $85 $110 $125 $149 $172

$1,338,050 $1,391,549 $14 $39 $69 $85 $110 $125 $149

$1,391,550 $1,445,099 $14 $39 $69 $85 $110 $125

$1,445,100 $1,498,599 $14 $39 $69 $85 $110

$1,498,600 $1,552,099 $14 $39 $69 $85

$1,552,100 $1,605,649 $14 $39 $69

$1,605,650 $1,659,199 $14 $39

$1,659,200 $1,712,749 $14

Combined wages between $1,177,450 and $1,712,749

Higher wage

$1,712,750 $1,766,250 $1,819,800 $1,873,300 $1,926,800 $1,980,350 $2,033,900 $2,087,400 $2,140,900 $2,194,500 $1,766,249 $1,819,799 $1,873,299 $1,926,799 $1,980,349 $2,033,899 $2,087,399 $2,140,899 $2,194,499 $2,248,076

$856,300 $909,849 $707 $730

$909,850 $963,399 $707 $730 $753 $777

$963,400 $1,016,899 $707 $730 $753 $777 $800 $823

$1,016,900 $1,070,349 $707 $730 $753 $777 $800 $823 $847 $870

$1,070,350 $1,123,949 $491 $515 $538 $562 $585 $608 $632 $655 $678 $272

$1,123,950 $1,177,449 $265 $289 $312 $336 $359 $382 $406 $429 $452 $474

$1,177,450 $1,230,949 $242 $265 $289 $312 $335 $359 $382 $406 $429 $452

$1,230,950 $1,284,549 $219 $242 $265 $289 $312 $335 $359 $382 $406 $429

$1,284,550 $1,338,049 $195 $219 $242 $265 $289 $312 $336 $359 $382 $406

$1,338,050 $1,391,549 $172 $195 $219 $242 $265 $289 $312 $335 $359 $382

$1,391,550 $1,445,099 $149 $172 $195 $219 $242 $265 $289 $312 $335 $359

$1,445,100 $1,498,599 $125 $149 $172 $195 $219 $242 $265 $289 $312 $335

$1,498,600 $1,552,099 $110 $125 $149 $172 $195 $219 $242 $265 $289 $312

$1,552,100 $1,605,649 $85 $110 $125 $149 $172 $195 $219 $242 $265 $289

$1,605,650 $1,659,199 $69 $85 $110 $125 $149 $172 $195 $219 $242 $265

$1,659,200 $1,712,749 $39 $69 $85 $110 $125 $149 $172 $195 $219 $242

$1,712,750 $1,766,249 $14 $39 $69 $85 $110 $125 $149 $172 $195 $219

$1,766,250 $1,819,799 $14 $39 $69 $85 $110 $125 $149 $172 $195

$1,819,800 $1,873,299 $14 $39 $69 $85 $110 $125 $149 $172

$1,873,300 $1,926,799 $14 $39 $69 $85 $110 $125 $149

$1,926,800 $1,980,349 $14 $39 $69 $85 $110 $125

$1,980,350 $2,033,899 $14 $39 $69 $85 $110

$2,033,900 $2,087,399 $14 $39 $69 $85

$2,087,400 $2,140,899 $14 $39 $69

$2,140,900 $2,194,499 $14 $39

$2,194,500 $2,248,076 $14

Combined wages between $1,712,750 and $2,248,076

Higher wage

Mark an X in the box if a newly hired employee or a rehired employee .......First date employee performed services for pay (mm-dd-yyyy) (see instructions):

Are dependent health insurance benefits available for this employee? .............................. Yes No

If Yes, enter the date the employee qualifies (mm-dd-yyyy) : ......

First name and middle initial Last name Social security number

Mailing address (number and street or PO box) Apartment number Date of birth (mm-dd-yyyy)

City, village, or post office State ZIP code

Department of Taxation and Finance

Certificate of Exemption from Withholding New York State • New York City • Yonkers

Filing status: Mark an X in only one box

A Single B Married

C Qualifying widow(er) with dependent child, or head of household with qualifying person ..............

To claim exemption from withholding for New York State personal income tax (and New York City and Yonkers personal income tax, if applicable), you must meet the conditions in either Group A or Group B:Group A

• you must be under age 18, or over age 65, or a full‑time student under age 25; and • you did not have a New York income tax liability for 2015; and • you do not expect to have a New York income tax liability for 2016 (for this purpose, you have a tax liability if your return shows tax before the allowance of any credit for income tax withheld).Group B

• you meet the conditions set forth under the Servicemembers Civil Relief Act (SCRA), as amended by the Military Spouses Residency Relief Act. See Military spouses.

If you do not meet all of the conditions in either Group A or Group B above, stop; you cannot claim exemption from withholding (see Note below).

IT-2104-E

Instructions

Are you a full‑time student?...... Yes No Are you a military spouse exempt under the SCRA? ..... Yes No

I certify that the information on this form is correct and that, for the year 2016, I expect to qualify for exemption from withholding of New York State income tax under section 671(a)(3) of the Tax Law or under the SCRA. I will notify my employer within 10 days of any change requiring revocation of the exemption from withholding as explained in the instructions.

Employer: complete this section only if you must send a copy of this form to the NYS Tax Department (see instructions).Employer name and address Employer identification number

Employee’s signature (give the completed certificate to your employer) Date

EmployeeWho qualifies – To claim exemption from withholding for New York State personal income tax (and New York City and Yonkers personal income tax, if applicable), you must meet the conditions in either Group A or Group B:

Group A• you must be under age 18, or over age 65, or a full‑time student

under age 25; and• you did not have a New York income tax liability for 2015; and• you do not expect to have a New York income tax liability for

2016 (for this purpose, you have a tax liability if your return shows tax before the allowance of any credit for income tax withheld).

Group B• you meet the conditions set forth under the Servicemembers

Civil Relief Act (SCRA), as amended by the Military Spouses Residency Relief Act. See Military spouses.

If you meet the conditions in Group A or Group B, file this certificate, Form IT‑2104‑E, with your employer. Otherwise, your employer must withhold New York State income tax (and New York City and

Yonkers personal income tax, if applicable) from your wages. Do not send this certificate to the Tax Department.

Generally, as a resident, you are required to file a New York State income tax return if you are required to file a federal income tax return, or if your federal adjusted gross income plus your New York additions is more than $4,000, regardless of your filing status. However, if you are single and can be claimed as a dependent on another person’s federal return, you must file a New York State return if your federal adjusted gross income plus your New York additions is more than $3,100.

If you are a nonresident and have income from New York sources, you must file a New York return if the sum of your federal adjusted gross income and New York additions to income is more than your New York standard deduction.

A penalty of $500 may be imposed for furnishing false information that decreases your withholding amount.

Note: If you do not qualify for exemption, or you want New York State, New York City, or Yonkers personal income tax withheld from your pay, file Form IT‑2104, Employee’s Withholding Allowance Certificate, with your employer. Follow the instructions on Form IT‑2104 to determine the correct number of allowances to claim for withholding tax purposes.

This certificate will expire on April 30, 2017.

IT-2104-E (2016) (back)

When to claim exemption from withholding – File this certificate with your employer if you meet the conditions listed in Group A or Group B above. You must file a new certificate each year if you wish to continue to claim the exemption.

Military spouses – Under the Servicemembers Civil Relief Act (SCRA), as amended by the Military Spouses Residency Relief Act, you may be exempt from New York income tax (and New York City and Yonkers personal income tax, if applicable) on your wages if: 1) your spouse is a member of the armed forces present in New York in compliance with military orders; 2) you are present in New York solely to be with your spouse; and 3) you are domiciled in another state.

Liability for estimated tax – If, as a result of this exemption certificate, your employer does not withhold income tax from your wages and you later fail to qualify for exemption from tax, you may be required to pay estimated tax and be subject to penalty if it is not paid. For further information, see Form IT‑2105, Estimated Tax Payment Voucher for Individuals.

Multiple employers – If you have more than one employer, you may claim exemption from withholding with each employer as long as your total expected income will not cause you to incur a New York income tax liability for the year 2016 and you had no liability for 2015.

Revocation by employee – You must revoke this exemption certificate (1) within 10 days from the day you expect to incur a New York income tax liability for the year 2016, (2) on or before December 1, 2016, if you expect to incur a tax liability for 2017, or (3) when you no longer qualify for exemption under the SCRA.

If you are required to revoke this certificate, if you no longer meet the age requirements for claiming exemption, or if you want income tax withheld from your pay (because, for example, you expect your income to exceed $3,100), you must file Form IT‑2104, Employee’s Withholding Allowance Certificate, with your employer. Follow the instructions on Form IT‑2104 to determine the correct number of allowances to claim for withholding tax purposes.

Filing status – Mark an X in one box on Form IT‑2104‑E that shows your present filing status for federal purposes.

EmployerKeep this certificate with your records. If an employee who claims exemption from withholding on Form IT‑2104‑E usually earns more than $200 per week, you must send a copy of that employee’s Form IT‑2104‑E to: NYS Tax Department, Income Tax Audit Administrator, Withholding Certificate Coordinator, W A Harriman Campus, Albany NY 12227-0865. If the employee is also a new hire or rehire, see Note below.

The Tax Department will not accept this form if it is incomplete. We will review these certificates and notify you of any adjustments that must be made.

Due dates for sending certificates received from employees who claim exemption and earn more than $200 per week are:Quarter Due date Quarter Due dateJanuary – March April 30 July – September October 31April – June July 31 October – December January 31

Revocation by employer – You must revoke this exemption within 10 days if, on any day during the calendar year, the date of birth stated on the certificate filed by the employee indicates the employee no longer meets the age requirements for exemption. The revocation must be in the form of a written notice to the employee.

New hires and rehires – Mark an X in the box if you are submitting a copy of this form to comply with New York State’s New Hire Reporting Program. A newly hired or rehired employee means an employee previously not employed by you, or previously employed by you but separated from such employment for 60 or more consecutive days. Enter the first day any services are performed for which the employee will be paid wages, commissions, tips and any other type of compensation. For services based solely on commissions, this is the first day an employee working for commissions is eligible to earn commissions. Also, mark an X in the Yes or No box indicating if dependent health insurance benefits are available to this employee. If Yes, enter the date the employee qualifies for coverage. Mail the completed form, within 20 days of hiring, to:

NYS TAX DEPARTMENTNEW HIRE NOTIFICATIONPO BOX 15119ALBANY NY 12212-5119

To report newly hired or rehired employees online go to www.nynewhire.com.

Note: If the newly hired or rehired employee has also claimed exemption from withholding but usually earns more than $200 per week, mail Form IT‑2104‑E to the Tax Department at the New Hire Notification address above.

Privacy notificationSee our Web site or Publication 54, Privacy Notification.

Need help? • Information and forms are available on the Tax Department’s Web site (at www.tax.ny.gov).• For help completing this form, employees may call (518) 457‑5181, and employers may call (518) 485‑6654.

Mark an X in the appropriate boxes below:  (See definitions for resident, nonresident, and part-year resident on the back of this form.)

Part 1 – New York State

    I certify that I am not a resident of New York State and that my residence is as stated above.

    I estimate that         % of my services during the year will be performed within New York State and subject to New York State withholding tax.

Part 2 – New York City

    I certify that I am not a resident of New York City and that my residence is as stated above.

Part 3 – Yonkers

    I certify that I am not a resident of Yonkers and that my residence is as stated above.

    I estimate that         % of my services during the year will be performed within Yonkers.

I will notify my employer within 10 days of any change in the percentage of my services performed within New York State or Yonkers, or of a change in my status from nonresident to resident of New York State, New York City, or Yonkers.

Employer: You must withhold the applicable amount of New York State, New York City, or Yonkers tax from wages (or from the percentage of wages shown above) paid to employees who file this certificate. Keep this certificate with your records. You must keep this certificate and have it available for inspection by the Tax Department.

  Employee’s signature  Date

IT-2104.1(9/15)

Department of Taxation and Finance

New York State, City of New York, and City of Yonkers Certificate of Nonresidence and Allocation of Withholding Tax

Employee: Complete this form and return it to your employer. If you become a New York State, New York City, or Yonkers resident, or you substantially change the percentage of services performed within New York State or Yonkers, you must notify your employer within 10 days. A penalty of $500 may be imposed for furnishing false information that decreases the withholding amount.

Employee’s first name and middle initial   Last name   Social security number   Employer’s name

  Street address      Street address

  City  State  ZIP code  City  State  ZIP code

Need help?

Persons with disabilities: In compliance with the Americans with Disabilities Act, we will ensure that our lobbies, offices, meeting rooms, and other facilities are accessible to persons with disabilities. If you have questions about special accommodations for persons with disabilities, call the information center.

Text Telephone (TTY) Hotline (for persons with hearing and speech disabilities using a TTY): If you have access to a TTY, contact us at (518) 485-5082. If you do not own a TTY, check with independent living centers or community action programs to find out where machines are available for public use.

Telephone assistance

Automated income tax refund status:  (518) 457-5149

Personal Income Tax Information Center:  (518) 457-5181

To order forms and publications:  (518) 457-5431

Visit our Web site at www.tax.ny.gov•  get information and manage your taxes online•  check for new online services and features

Resident and nonresident definedTo determine whether or not you are a resident of New York State, New York City, or Yonkers, you must consider your domicile and permanent place of abode. In general, your domicile is the place you intend to have as your permanent home. In general, a permanent place of abode is a residence (a building or structure where a person can live) that you permanently maintain, whether you own it or not, that is suitable for year-round use. A permanent place of abode usually includes a residence your spouse owns or leases. For additional information, visit our Web site.

ResidentNew York State resident – You are a New York State resident if:1.  Your domicile is not New York State but you maintain a 

permanent place of abode in New York State for more than 11 months of the year and spend 184 days or more (any part of a day is a day for this purpose) in New York State during the taxable year. However, if you are a member of the armed forces, and your domicile is not New York State, you are not a resident under this definition. Also, if you are a military spouse domiciled in another state, but located in New York State solely to be with your spouse (who is a member of the armed services present in New York State in compliance with military orders), you are not considered a resident under this definition. For more information, see TSB-M-10(1)I, Military Spouses Residency Relief Act; or

2.  Your domicile is New York State. However, even if your domicile is New York State, you are not a resident if you meet all three of the conditions in either Group A or Group B as follows:

Group A  1.  You did not maintain any permanent place of abode in    

New York State during the tax year, and  2.  you maintained a permanent place of abode outside New  

York State during the entire tax year, and  3.  you spent 30 days or less (any part of a day is a day for   

this purpose) in New York State during the tax year. Group B

  1.  You were in a foreign country for at least 450 days (any part of a day is a day for this purpose) during any period of 548 consecutive days, and

  2.  you, your spouse (unless legally separated), and your minor children spent 90 days or less (any part of a day is a day for this purpose) in New York State during this 548-day period; and

  3.  during the nonresident portion of the tax year in which    the 548-day period begins, and during the nonresident    portion of the tax year in which the 548-day period ends,  you were present in New York State for no more than the  number of days that bears the same ratio to 90 as the number of days in such portion of the tax year bears to 548. This condition is illustrated by the following formula:

number of days in the maximum days allowed nonresident portion × 90 = in New York State 548

To determine if you are a New York City or Yonkers resident, substitute New York City or Yonkers, whichever is applicable, for New York State in the above definition.

Nonresident and part-year residentYou are a nonresident if you do not meet the above definition of a resident. You are a part-year resident if you meet the definition of resident or nonresident for only part of the year.

Percent of services The percent of services performed in New York State or Yonkers may be computed using days, miles, time, or similar criteria. For example, an individual working in New York State two out of five days for the entire year performs 40% of his or her services in New York State.

Privacy notificationNew York State Law requires all government agencies that maintain a system of records to provide notification of the legal authority for any request, the principal purpose(s) for which the information is to be collected, and where it will be maintained. To view this information, visit our Web site, or, if you do not have Internet access, call and request Publication 54, Privacy Notification. See Need help? for the Web address and telephone number.

IT-2104.1 (9/15) (back)Instructions

Day In Out In Out Total Hours Supervisor Initials/

Note

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Total Regular

Hours

Approved

Overtime Hours

Employee signature: ___________________________________

Bi-Weekly Casual Time Sheet

Prior Balance PLUS Additional Time Earned (If Any) MINUS Total Used New Balance (As of the End of the Current Bi-weekly Pay Cycle)

NYC Sick Leave (Fiscal Year)

Supervisor Signature and Date: ______________________________

Employee Name

Department/Admin Unit

Total Hours Worked in Period

Day In Out In Out Total Hours Supervisor Initials/

Note

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Total Regular

Hours

Approved

Overtime Hours

Week 2: Period Covered: to Week 1: Period Covered: to

Unit Account Dept PC Bus unit Project Activity Initiative Segment Site

ComboCode or ChartString (Optional): ComboCode

Instructions: Enter (digitally or in ink) time in and out, and hours worked on a daily basis. Any employee who works more than five hours must take at least a 30‐minute break and exclude this time from the total hours. Please Note: Completion of time sheets is a legal requirement of the Fair Labor Standards Act and a negotiated contractual requirement. This form must be prepared for each casual employee, signed by the employee, and submitted to the employee’s supervisor at the close of each two-week period, where it is signed by the supervisor. The hours must then be entered into FFE for the employee. For the payroll calendar, please go to: http://finance.columbia.edu/controller/payroll/index.html Columbia University complies with the New York City Earned Sick Time Act by providing eligible faculty and staff the ability to accrue up to a maxi‐mum of 40 hours per fiscal year in paid sick time, which can be used for illness or preventative care of one's self or one's family members (defined under the Act to mean the employee's child, spouse, domestic partner, parent, sibling (including a half sibling, step sibling, or sibling related through adoption), grandchild, grandparent, or the child or parent of an employee's spouse or domestic partner). Casual employees are eligible for paid sick leave at a rate of 1 hour for every 30 hours worked, up to a maximum of 40 hours in a year. This time must be taken in 1-hour increments. For more information on the NYC Sick Leave, please see the New York City Earned Sick Time Act Policy in the Administrative Policy Library at http://policylibrary.columbia.edu/new-york-city-earned-sick-time-act.

Bi-Weekly Casual Time Sheet

Timesheets are to be submitted to the Human Resources Office, Room 601 WJW by 2:00pm

on the date listed under TIMESHEET DUE below. These dates are subject to change especially during holiday periods. Please check regularly with the Human Resources Office for changes in the schedule.

Please follow the instructions on your timesheet and fill it out completely. Timesheets must be signed by both the Employee and the Supervisor. Incomplete timesheets will result in the delayed release of paychecks. If you are unable to submit your timesheet by the scheduleddeadline, or if you have questions or concerns, please contact Larisha Ingles at: 212-854-7427,or lingle@law.columbia.edu, and Leonia Aguiar (laguiar@law.columbia.edu)

TIMESHEET

WK# PERIOD COVERED DUE PAY DAY

1 06/15/2015 - 06/28/2015 Fri 06/26/2015 07/02/20152 06/29/2015 - 07/12/2015 Fri 07/10/2015 07/17/20153 07/13/2015 - 07/26/2015 Fri 07/24/2015 07/31/20154 07/27/2015 - 08/09/2015 Fri 08/07/2015 08/14/20155 08/10/2015 - 08/23/2015 Fri 08/21/2015 08/28/20156 08/24/2015 - 09/06/2015 Thur 09/03/2015 09/11/2015

7 09/07/2015 - 09/20/2015 Fri 09/18/2015 09/25/20158 09/21/2015 - 10/04/2015 Fri 10/02/2015 10/09/20159 10/05/2015 - 10/18/2015 Fri 10/16/2015 10/23/2015

10 10/19/2015 - 11/01/2015 Fri 10/30/2015 11/06/201511 11/02/2015 - 11/15/2015 Fri 11/13/2015 11/20/201512 11/16/2015 - 11/29/2015* Wed 11/25/2015 12/04/2015

13 11/30/2015 - 12/13/2015 Fri 12/11/2015 12/18/201514 12/14/2015 - 12/27/2015* Tue 12/22/2015 12/30/2015

15 12/28/2015 - 01/10/2016 Fri 01/08/2016 01/15/201616 01/11/2016 - 01/24/2016 Fri 01/22/2016 01/29/201617 01/25/2016 - 02/07/2016 Fri 02/05/2016 02/12/201618 02/08/2016 - 02/21/2016 Fri 02/19/2016 02/26/201619 02/22/2016 - 03/06/2016 Fri 03/04/2016 03/11/201620 03/07/2016 - 03/20/2016 Fri 03/18/2016 03/25/201621 03/21/2016 - 04/03/2016 Fri 04/01/2016 04/08/201622 04/04/2016 - 04/17/2016 Fri 04/15/2016 04/22/201623 04/18/2016 - 05/01/2016 Fri 04/29/2016 05/06/201624 05/02/2016 - 05/15/2016 Fri 05/13/2016 05/20/201625 05/16/2016 - 05/29/2016 Fri 05/27/2016 06/03/201626 05/30/2016 - 06/12/2016 Fri 06/10/2016 06/17/201627 06/13/2016 - 06/26/2016 Fri 06/24/2016 07/01/2016

* Designates Early Payroll

BI WEEKLY CASUAL PAYROLL 2015 - 2016

Direct deposit instructions:

1. To enroll in Direct Deposit, please visit http://my.columbia.edu.

2. Log in using your UNI and UNI password.

3. Click on the Faculty & Staff tab at the top.

4. Under Faculty and Staff Self-Service, click on the link to "View

your Direct Deposit Information".

5. Please have your routing and account number handy.

6. If you are direct depositing into one account, select “Add Account” A. From the dropdown menu, select your account type

B. Deposit type is "Percent" C. Amount or Percent is “100” D. Deposit order is "1"