Employee/Contractor’s Direct Deposit Enrollment
Upload year-to-date payroll history
Payroll compliance review (at least 7 days before 1st payday)
Payroll training (at least 3 days before 1st payday)
For more information or if you additional assistance, please use the contact information below.
Tel: (763) 425-8778
Fax: 1 (888) 876-5101
Step 1 - Organization Verification
The online enrollment system contains information related to your organization. Please complete and submit ASAP. Clergy Financial Resources will begin the payroll and electronic enrollment process when the organization form is submitted.
As part of compliance requirements, we are required to verify certain aspects of the church’s operation including authorized representative, FEIN, and bank account.
The below link will allow you to upload the following documents:
- Authorized Individuals Driver’s License
- Church Bank Account Statement
- Proof of Federal EIN (Acceptable documents include: IRS Form SS-4, Corporate Tax Return (Signed), Payroll Tax Return (Signed), 501(c)3 Determination Letter, or any State or Federally issued document that includes your FEIN, Business Name, and Business Address.)
Continue to Step 2 below
Step 2 - Organization Enrollment
Generally, the electronic services enrollment and direct deposit payroll will begin within 14 days. This information needs to be submitted by the payroll administrator (the contact person at your organization or another individual authorized to provide compensation details for all employees).
Continue to Step 3 >
Step 3 - Employee / Contractor
This online system is used for payroll enrollment for clergy, non-clergy, and contractors. This information needs to be submitted by the church payroll administrator. Please contact us if you are unsure of the employment status.
A clergy employee must be ordained, licensed or commissioned by a religious body constituting a church or church denomination. This individual would have the authority to conduct religious worship, perform sacerdotal functions, if applicable, and administer ordinances or sacraments according to the prescribed tenets and practices of the church or denomination.
If you are unsure if the employee qualifies for clergy status, please use the link below or contact our office for more information.
A contractor would have an irregular or intermittent relationship with the organization, would not receive an hourly wage or salary, does not have a written or implied job description, and paid by contract only.
Continue to Step 4 below
Step 4: Direct Deposit
Step 5: Historical Compensation
If you have not paid wages so far this year or you’re starting your new payroll, skip to Step 6. If you have already paid employees this year, we will also need the following information:
Due Date – The following information is due prior to scheduling your compliance review.
- Detailed Payroll Summary – quarter-to-date (breakdown of compensation line items, taxes withheld, and deductions) – This information is needed only if your payroll is projected to start after April 1st.
- Detailed Payroll Summary – YTD (breakdown of compensation line items, taxes withheld, and deductions) – Last payroll with your former system *
- Federal & State Tax Payment Report YTD*
- 941 and state quarterly forms*
Upload YTD information
Continue to Step 6 below
Step 6: Schedule Payroll Review
You are now ready to schedule your Payroll Compliance Review. Please select an appointment category below based on the number of employees. The date of this appointment must be outside the two business days to allow time to complete the enrollment.
During this compliance review, we’ll review all the information submitted, including the compensation structure for each employee to ensure payroll compliance.
Schedule your Compliance Review >
After your Payroll Compliance Review, we will also schedule payroll training. This training will provide a full tutorial of our online system and processing of the first payroll together to ensure accuracy. (minimum of 3 business days before 1st payday).