Get Individual Characteristics Form - Eta Form 9061 - Doleta

Completing the Individual Characteristics Form - ETA Form 9061 - Doleta online is a crucial step in determining eligibility for the Work Opportunity Tax Credit (WOTC). This guide provides clear, step-by-step instructions to help users navigate the form efficiently and accurately.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the employer's name in the designated field. This should be the full name of the company requesting certification.
3. Provide the complete employer address including ZIP code and telephone number. Make sure all details are accurate and current.
4. Input the Employer Federal ID Number (EIN) which is necessary for identification in the process.
5. Fill in the applicant's name as it appears on their Social Security card. Ensure that the last name, first name, and middle initial are correctly entered.
6. Enter the applicant's Social Security Number (SSN) carefully, ensuring there are no errors.
7. Indicate if the applicant has worked for this employer before. If yes, provide the last date of employment.
8. Answer the applicant characteristics questions. Read each one thoroughly and supply additional information where prompted to confirm eligibility for WOTC.
9. In Box 24, list sources used to document eligibility. Be specific about any attachments or forthcoming documents to substantiate 'yes' answers.
10. Once all sections are completed, review the form carefully for accuracy. Make any necessary edits.
11. Sign the form in Box 25(a). Indicate who the signer is from the provided options.
12. Enter the date when the form was completed in Box 26.
13. After thorough checks, save the completed document. You may also download, print, or share the form as needed.

Complete your documents online now to ensure timely filing for eligibility!