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  • Dol Eta Form 9062 2023

Get Dol Eta Form 9062 2023-2026

FORM EMPLOYERS: This form must be accompanied by IRS Form 8850. If you do not have IRS Form 8850, download it from https://www.irs.gov . Be sure to complete Part II of this Form and IRS 8850. Sign and date both Forms BEFORE sending them to the State Workforce Agency (SWA) within 28 days after the new hire s employment start date. See reverse side for additional Form instructions. 26TU U26T PARTICIPATING AGENCY / STATE WORKFORCE AGENCY (SWA) INFORMATION: 1. INITIATING AGENCY CODE:.

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How to fill out the DOL ETA Form 9062 online

The DOL ETA Form 9062 is a vital document for employers seeking certification for the Work Opportunity Tax Credit. This guide provides a clear, step-by-step approach to completing the form online, ensuring you meet all necessary requirements.

Follow the steps to complete the DOL ETA Form 9062 accurately.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. In the first section labeled 'Participating Agency/State Workforce Agency Information', input the initiating agency code in Box 1, and the control number in Box 2. Remember to enter the date completed in Box 3, and provide the name and address of the SWA in Box 4.
  3. Next, fill in the contact number in Box 5 and sign the form in Box 6, ensuring that the authorized official’s signature is present.
  4. Proceed to Part I, 'Applicant’s Information and Conditional Certification'. Enter the applicant’s name in Box 7, followed by their address and telephone number in Box 8.
  5. In Box 9, enter the applicant’s Social Security Number, and input the targeted group code in Box 10. If the applicant is a qualified veteran, indicate the specific category in Box 11 by checking the appropriate box.
  6. For any ex-felon targeted group details, complete Boxes 12a to 12d with the required conviction and release information.
  7. Ensure to add the applicant's signature in Box 14 and the date of signature.
  8. In Part II, provide the name of your firm in Box 15, the applicant's employment start date in Box 16, and the position or job title in Box 17.
  9. Record the starting wage in Box 18, your name as the employer in Box 19, and then sign in Box 20 before entering the date signed in Box 21.
  10. Once all sections are completed, you can save changes, download, print, or share the form as required.

Start completing your DOL ETA Form 9062 online today to ensure you meet all necessary requirements and deadlines.

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The first, ETA Form 9061, or the Individual Characteristics Form (ICF), provides specific information about how an applicant answered the WOTC questionnaire. The second, ETA Form 9062, is the Conditional Certification Form for applicants who have been pre-screened for WOTC by an SWA.

INSTRUCTIONS FOR COMPLETING THE INDIVIDUAL CHARACTERISTICS FORM (ICF), ETA 9061. This form must be used together with IRS Form 8850 to help state workforce agencies (SWAs) determine eligibility for the Work Opportunity Tax Credit (WOTC).

CONDITIONAL CERTIFICATION (CC) ETA FORM 9062. When a SWA or participating agency (PA) determines that a job-ready applicant is, TENTATIVELY ELIGIBLE as a member of a target group under WOTC, it shall use this required form, without modification, to show that eligibility pre-determination was made for this person.

Both the employer and the employee need to fill this out before or on the day the job offer is made. It's a preliminary step to see if the new hire might qualify for WOTC.

Code 9061 applies to employers engaged operating clubs that are Not Otherwise Classified (NOC). This classification is applicable to risks where many employees (excluding restaurant and bar employees) work indoors.

The IRS Form 8850, with the ETA Form 9062 attached, will serve as the request for a WOTC certification and must not show any evidence of tampering with the applicant's responses. If the applicant meets all the criteria, the WOTC Center will send the employer a WOTC Certification, DE 8727.

A state workforce agency (SWA) or participating agency can determine whether a job seeker may be in a WOTC targeted group, and note this determination with a Conditional Certification, ETA Form 9062. The state agency then gives that pre- certification to the job-ready applicant to use during their job search.

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