Payroll Forms

Student and Hourly Employee Time Sheet (doc)

Individual time sheet for both students and non-student hourly employees.

Exception Reporting Time Sheet (doc)

Individual time sheet for regular benefited employees who don't report time via a timecard. Job Aid for completing a time sheet.

• W-4 (Federal Tax Withholding Form)
  Complete W-4 so UMass Lowell (UML) can withhold the correct Federal income tax from your pay.
• Tax Withholding Estimator
  Internal Revenue Service's tax withholding estimator.
• Publication 15 (Circular E) (pdf)
  Federal income tax withholding tables.
• M-4 (Massachusetts Tax Withholding)
  Complete the M-4 so UMass Lowell can withhold the correct Massachusetts State income tax from your pay.
• Circular M (pdf)
  Massachusetts State income tax withholding tables.
• Withholdings for employees living and working outside the Commonwealth
  • What is "Living and Working Outside of the Commonwealth"
  • Living and Working Outside of the Commonwealth Certificate Form (docx)

For changes or updates to your Direct Deposit please consult the job aids on the General Access webpage for HR Direct Employee Self-Service.

• Name Change Form (pdf)
  This is the to use to notify Human Resources and Equal Opportunity and Outreach of a legal or preferred name change.
• Sponsored Guest Form (pdf)
  Sponsored Guest Form is used only for a non-employee who needs access to UMass Lowell resources (Email, SIS, Finance, Parking, etc.).

New Employee Hire Packet

The new employee hire packet provides a method to electronically complete and securely submit your employment forms.

The Mandatory Older Workers Benefit Protection Act (OBRA) Enrollment Form must be completed separate from the electronic submission process and turned into the Human Resources office.

Form I-9

Benefited Faculty / Staff, Part-time (PT) Adjunct Faculty, and Temporary PT Staff New Hires will be provided a link via email that will direct them to verify of their identity and eligibility to work in the United States, which is required under the Immigration Reform and Control Act of 1986.

• Section 1 of the Form I-9 must be completed by the employee no later than thefirst day of employment.
• Section 2 of Form I-9, You must present unexpired original documentation that shows proof of identity and employment authorization to work in the United States. Please refer to Instructions for Form I-9, Employment Eligibility Verification for more information. Failure to comply with any of the above conditions of employment can result in the withdrawal of this employment offer. Please refer to Instructions for Form I-9, Employment Eligibility Verification (pdf) for more information. Failure to comply with any of the above conditions of employment can result in the withdrawal of this employment offer.
  
  • When you complete your I9 – Section 1: Please schedule your required remote I-9 Section 2 verification before or within three (3) business days of your start date by using our online scheduler. At this meeting, please have the proper unexpired documentation as described on the List of Acceptable Documents with you.

Other Forms

• Voluntary Self-Identification of Disability (pdf)
• Voluntary Self-Identification of Veteran Status (pdf)
• Intellectual Property Policy (pdf)
• Conflicts of Interest (pdf)
  • University Policy requires all employees to be familiar with the Intellectual Property Policy and Conflicts of Interest Outline.
• Participation Agreement and Receipt of Policies (pdf)
  • Employees are required to sign a Participation Agreement and Receipt of Policies at initial hire, and whenever signing a renewed contract.
• Mandatory OBRA Enrollment Form for temporary employees (pdf)
  • Temporary employees are required to participate in the Massachusetts Deferred Compensation SMART Plan (also known as Mandatory OBRA).
• Form SSA-1945 (pdf)
  • Statement concerning your employment in a job not covered by Social Security.

• Terms of Employment for all temporary employees (doc) 
  This form must be completed by the employee for all temporary hires.
• Additional Compensation Form for Faculty (pdf)
  This form is used for Faculty requesting additional compensation.
• Additional Compensation Form for Staff (pdf)
  This form is used for Staff requesting additional compensation.
• Office of Sponsored Programs Personnel Action Form (docusign)
• Form for Students Working during the Summer (pdf)
  During the academic year, students who are enrolled for six credits and who are working on campus are exempt from the OBRA retirement contributions (as well as the FICA/Medicare deductions). During the summer, these deductions will be withheld except for those students who meet specific summer enrollment criteria.
• GEO Dues Reduction (docusign)
  All contracts for Teaching Assistants (TA), Resident Assistants (RA)  and Graduate Assistants (GA) must also be accompanied by this agreement to withhold union dues.