When hiring new employees, you might find the process of collecting new hire information time consuming and tedious. To ensure a pleasant experience by all parties, it’s a good idea to keep a template of forms—in either an electronic format or a hard copy packet. The packet should contain all forms required to keep on file, along with those that contain benefit information and direct deposit information for each employee. Here’s a list of forms that should be kept in employee files: • W-4—Withholding Allowance Certificate • I9—Employment Eligibility Verification • State Specific Employee Withholding Form—Note that the form name will vary depending on the state • Employee benefits forms—Health/dental insurance, 401(k), health savings account, etc • Direct Deposit • Basic employee information form—Including salary/hourly wage information Source: Clergy Financial Resources


Clergy Financial Resources is a national accounting and finance organization serving churches and clergy since 1980. They have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy taxes, clergy compensation and church payroll. Clergy Financial Resources is a valuable resource for clergy, churches and denominations

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Clergy Financial Resources serves as a resource for clients to help analyze the complexity of clergy tax law, church payroll & HR issues. Our professionals are committed to helping clients stay informed about tax news, developments and trends in various specialty areas.

This article is intended to provide readers with guidance in tax matters. The article does not constitute, and should not be treated as professional advice regarding the use of any particular tax technique. Every effort has been made to assure the accuracy of the information. Clergy Financial Resources and the author do not assume responsibility for any individual’s reliance upon the information provided in the article. Readers should independently verify all information before applying it to a particular fact situation, and should independently determine the impact of any particular tax planning technique. If you are seeking legal advice, you are encouraged to consult an attorney.

For more information or if you need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: (888) 421-0101 
Fax: (888) 876-5101
Email: clientservices@clergyfinancial.com