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Radcliffe Payroll Services New Client Set Up


Company Information
Date:  *
Federal ID #:  *
Legal Name:  *
DBA Name:  
Legal Address:  *
City:  *
State:  *
Zip:  *
New Business:   Yes  |  No
Business Type:   Sole Proprietor  |  Partnership
  C. Corp  |  S. Corp.
Check Information
Name on Check:  *
Check Address - Same as Legal?  Yes - skip to Payroll Contact Information
 No - fill out below address fields*
Payroll Delivery Address:  
City:  
State:  
Zip:  
Phone:  
Fax:  
Payroll Contact Information
Payroll Contact:  *
Title:  
Phone:  *
Fax:  
Email:  *
Owner Information
Owner Name:  *
Phone:  *
Fax:  
Email:  *
CPA Information
CPA Name:  
Address:  
City:  
State:  
Zip:  
Phone:  
Fax:  
Email:  
  Send Duplicate Payroll to CPA
Payroll Information
Date of First Check:  *
Payroll Submission Method:  *
Payroll Frequency:  *
Period Ending Day:  *
Payday:  *
Input Day:  *
Note: There must be a 48-hour  window between payroll input day and pay day
Delivery Method:  *
Number of Employees:  *
Federal Tax Frequency:  *
Check Here for Employees in Multiple States:  Our representatives will contact you for more information
Primary Withholding State:  *
State ID Number:  *
State Withholding Tax Frequency:  *
Check Here for Locations in Multiple States:  Our representatives will contact you for more information
Primary Unemployment State:  *
State ID Number:  *
State Tax Rate:  *
Check Here for Divisions:  Our representatives will contact you for more information
Check Here for Departments:  Our representatives will contact you for more information
Paper Timesheet (if applicable)
Skip Page by Department:   Yes  |  No
Skip Page by Division:   Yes  |  No
Print Rates on T/S:   Yes  |  No
Print Salaries on T/S:   Yes  |  No
Print Rates on Checks:   Yes  |  No
Earnings (Check All That Apply)*
 Regular  Over-Time  Other
 Salary  Commissions  Special Time
 Vacation  Sick  Personal
 Holiday  Tips  Mileage Reimbursement
Other:  
Deductions (Check All That Apply)*
 Miscellaneous  Advance  Other
 Store Charge  Phone  Loan
 Health - Pre Tax  Health - Post Tax  Dental - Pre Tax
 Dental - Post Tax  Life - Pre Tax  Life - Post Tax
 SIMPLE IRA  401(k)  Other Retirement Plan
Other:  
Bank Information (Payroll Account)
Bank Transit (9 Digits) #:  *
Checking Account #:  *
Start Payroll with Check #:  *
Optional Services (Check All That Apply)
 Retirement Plan Check Creation and/or Submission  Garnishment Checks  3rd Party Agency Checks
 Employment Screening  Pay View  EasyChoice HR Answerlink
 Encore Online  Direct Deposit  Time and Attendance System
 Certified Payroll  GL  Worker's Compensation through the Hartford
Other:  
Preauthorization of Transfer of Funds: *
Clicking Below Constitutes an Electronic Signature
Direct Deposits:  *
EFT For Fees:  *
Tax Impound & Filing:  *
Net Pay Impound:  *
Name:  *
Title:  *
Date:  *
 I have read the terms and conditions on the AGREEMENT FOR SERVICES,* and I authorize Radcliffe Payroll Services to process payrolls for the above company, under the terms and conditions on the agreement for services document.
Reporting Agent Authorization Form 8655
Please Download, Print and Fax Above Form to 410.778.7988 Attn: Payroll
*we’ll be respectful of your data, but this is a required field