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Includes Employer/Client Information Form, IRS Form 2678 (Employer/Payer Appointment of Agent), IRS Form SS-4 (EIN application), and IRS Form 8821 (Tax Information Authorization), plus information for the fiscal intermediary. Specifies exceptions for guardianship/financial power of attorney documents, emphasizes complete and signed submissions to avoid delays, and provides instructions for parents/guardians/POA signatories and supporting proof requirements.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/fiscal-agent-employerclient-checklist-start-up-forms-required-irs-forms-1-5/283943/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/fiscal-agent-employerclient-checklist-start-up-forms-required-irs-forms-1-5/283943.png","ImageObject",442,249,{"name":88,"@type":89},"Jake","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-25","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Which forms are required for employer/client start-up processing?","Question",{"text":108,"@type":109},"The checklist requires documents numbered 1–5: Employer/Client Information Form, IRS Form 2678, IRS Form SS-4, IRS Form 8821, and Information for the Fiscal Intermediary.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What happens if required documents are missing or unsigned?",{"text":113,"@type":109},"Submitting incomplete and/or unsigned documents delays the application process. Processing requires all listed documents (1–5) to be complete and signed.",{"name":115,"@type":106,"acceptedAnswer":116},"If a parent or guardian signs for a child client/employer, what details are required?",{"text":117,"@type":109},"The parent/guardian must submit proof of the relationship and sign on behalf of the client/employer. 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Only needed if Employer/Client needs to submit changes during or after the application process. |\n|  | Consent for the Release of Confidential Information | Optional; not required for start up. Only needed if Employer/Client wants to disclose Employee information with a third party. |\n\n IMPORTANT:  \nNot submitting all documents or submitting incomplete and/or unsigned documents will delay the application process.  \nTo process the application, iLIFE must receive documents numbered 1 – 5 on the list above. Tobe processed, all submitted documents must be complete and signed.  \nFiscal Agent  \nInformation for Guardians and Power of Attorney  \n• If you are a parent who will be signing documents on behalf of a child Client/Employer, you must submit proof of your relationship to the child (such as a birth certificate) .  \n• If you are a guardian or have financial power of attorney (POA) and you will be signing on behalf of the Client/Employer, you must submit proof of your legal status. An acceptable form of proof is the guardianship papers with the court seal visible.  \n• When you sign on behalf of the Client/Employer, sign your name (not theirs) .  \n• If you are a parent, guardian or POA who will be signing on behalf of the Client/Employer, remember:  \no You must sign and date all set-up documents on behalf of the Client/Employer.  \no Once the Client/Employer is in the program, you may also sign timesheets on his/her behalf.  \no If you are signing on behalf of a child, write the child’s Social Security number at the bottom of the form, near your signature.  \nFiscal Agent  \nEmployer/Client Information Form  \nInstructions: 1. Complete, sign and date this form.  \n2. Return form using contact information listed at bottom.  \nEmployer/Client Name:    \nStreet Address:  \n_____________________________________________________________________________  \nCity:  \n_____________________________________________  \nState:  \n______________  \nZIP:  \n_______________  \nBirth Date:  /  /  Social Security Number:   -   -   \nEmail:  \n_____________________________________________________________________________________  \nPrimary Phone Number: (  )   -    Cell  Home  Work Alternate Phone Number: (  )   -    Cell  Home  Work  \nPreferred Language:  English  Spanish  Hmong  Other:    \nCase Manager Name:  \n________________________________________________________________________  \nBy signing below, you agree that the information on this form is accurate and you have all supporting documentation in your possession.  \n_______________  \nThe form you are looking for begins on the next page of this file. Before viewing it, please seethe important update information below.  \nNew Mailing Addresses  \nAddresses for mailing certain forms have changed since the forms were last published. The new mailing addresses are shown below.  \nMailing address for Forms 706~~ ~~A, 706~~ ~~GS(","cbCaigdb76vQxUR5","https://ap.wps.com/l/cbCaigdb76vQxUR5","pdf",6625103,20,"English","# Fiscal Agent Employer/Client Checklist\n## Employer/Client Start-up Forms (1–5)\n## Resources (Optional During Start-up)\n## Submission Requirements and Signing Rules\n## Guardianship and Power of Attorney Guidance\n## Employer/Client Information Form Instructions\n## New Mailing Addresses for Selected IRS Forms","[{\"question\":\"Which forms are required for employer/client start-up processing?\",\"answer\":\"The checklist requires documents numbered 1–5: Employer/Client Information Form, IRS Form 2678, IRS Form SS-4, IRS Form 8821, and Information for the Fiscal Intermediary.\"},{\"question\":\"What happens if required documents are missing or unsigned?\",\"answer\":\"Submitting incomplete and/or unsigned documents delays the application process. Processing requires all listed documents (1–5) to be complete and signed.\"},{\"question\":\"If a parent or guardian signs for a child client/employer, what details are required?\",\"answer\":\"The parent/guardian must submit proof of the relationship and sign on behalf of the client/employer. If signing for a child, write the child’s Social Security number near the signer’s signature.\"}]","Fiscal Agent Employer/Client Checklist - Start-up Forms - Required IRS Forms 1-5 | PDF",1789623012,7]