[SchoolFinance] Deceased Employees

[Jennifer Pooler]

We had a substitute pass away this spring and her final check is still
outstanding. Does anyone have a recommendation on how to address this?
Thanks,

On Thu, Jul 20, 2023 at 10:03 AM Field, Stacie <sfield at rsu16.org> wrote:

> Unfortunately I have had to do this a few times as well.
> I did the same as Lucie - that is what all my research said to do.
> It is ridiculous they make you take out Medicare (and Social Security if
> applicable) from someone's last check.
>
> Stacie Field
> Business Manager
> RSU 16 - Poland, Mechanic Falls, Minot
> 207.998.2727 ext 102
>
>
> On Thu, Jul 20, 2023 at 8:55 AM Lucie Tabor <ltabor at vuesc.org> wrote:
>
>> When this has happened, we have paid out any remaining funds earned and
>> deposited to their regular bank account or mailed a check in their name to
>> the address we have on file, same as we would had they still been alive.
>> We also informed the Health Insurance (if they participated) and MePers
>> (if they were a member).
>> Lucie
>> VUESC
>> (SAD27, SAD33 and Madawaska)
>>
>> On Thu, Jul 20, 2023 at 7:54 AM Sue Lambert <slambert at msad49.org> wrote:
>>
>>> Do any of you have employees/new-hires complete a beneficiary form for
>>> payroll (not benefits)? I have found a few online.
>>>
>>> We have unfortunately had a few employee's pass away this year and there
>>> seems to be a lot of complications about doing the 1099 form and getting a
>>> W9 in order to do that 1099. Not everyone gets an EIN # for the Estate. All
>>> of the research I have done says that the wages get paid to the Estate
>>> using the Estate EIN or to the beneficiary. With no Estate EIN, how do you
>>> legally determine the Beneficiary if there is no form? Do you ask for a
>>> copy of the will and use that to determine the beneficiary? Then that
>>> beneficiary would need to do a W9 form and I would think they should sign
>>> some type of beneficiary affidavit.
>>>
>>> Curious what your process is and if it would be simpler to have a
>>> "payroll beneficiary" form on file for all staff.
>>>
>>> I am familiar with the iRS rules about what is taxable and reported on
>>> the W2/1099 depending on payment in the same year or another. My question
>>> is really about determining who you should be paying out the wages to and
>>> what to get for documentation of that especially so you can file the 1099
>>> and also whether to start using a Beneficiary form for final wages.
>>>
>>> ~Sue
>>> Sue Lambert
>>> MSAD #49
>>> Benefits Specialist
>>> 8 School St
>>> Fairfield,  ME 04937
>>> 207-453-4200 x3109
>>> 207-453-0110 FAX
>>> For in-district direct dial: 3109
>>>
>>>
>>>
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>>> SchoolFinance at maillist.informe.org
>>> http://maillist.informe.org/mailman/listinfo/schoolfinance
>>
>>
>>
>> --
>> Lucie Tabor
>> *Director of Finance*
>> *Valley Unified Educational Service Center (VUESC)*
>> *Serving the School Districts of MSAD 27, MSAD 33 and Madawaska School
>> Dept.*
>> *Upper St. John Valley*
>> _______________________________________________
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>> http://maillist.informe.org/mailman/listinfo/schoolfinance
>
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-- 
Jennifer Pooler
Business Manager
MSAD 58/RSU 58
1401 Rangeley Road
Phillips, ME 04966
Phone: 207-639-3082    | Fax: 207-639-5120
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