Get Individual Characteristics Form

Completing the Individual Characteristics Form online can streamline the process of applying for tax credits. This guide provides a comprehensive overview of each section and field within the form, ensuring that all users can fill it out accurately and efficiently.

Follow the steps to complete the Individual Characteristics Form with ease.

1. Click the ‘Get Form’ button to obtain the Individual Characteristics Form and open it in your preferred online platform.
2. In Box 1, enter the Control Number as designated by the State Employment Security Agency (SESA) or Participating Agency (PA). This is for agency use only and aids in identifying the form.
3. In Box 2, input the date when the form is received. Ensure it is in the correct month, day, and year format.
4. In Box 3, fill in the employer's name and address, including zip code and telephone number, who is applying for the Work Opportunity Tax Credit (WOTC) and/or Welfare-to-Work (WtW) Certification.
5. For Box 4, enter the employer's federal taxpayer identification number, known as the Employer ID No.
6. Box 5 requires you to indicate the employment start date, estimate the hourly wage, and state the position or title of the prospective employee.
7. In Box 6, select either 'YES' or 'NO' regarding previous employment with this employer by placing a check mark in the corresponding blank.
8. In Box 7, provide the full name of the prospective employee.
9. Box 8 requires the individual’s Social Security Number, which must be entered accurately.
10. Boxes 9 through 18 must be filled in with appropriate responses of 'YES' or 'NO' by marking the respective boxes. Additional information should also be provided where requested.
11. In Box 19, list and describe any documents that support eligibility for WOTC and/or WtW, indicating whether they are attached to the form or will be provided later.
12. Box 20 requires the signature of the applicant or their guardian if under 18, or the employer’s representative if applicable.
13. Finally, in Box 21, input the date on which the form was completed.
14. Once all sections are completed, save your changes, and you may also choose to download, print, or share the completed form as needed.

Start completing your Individual Characteristics Form online today for a smooth application process.