[SchoolFinance] Deceased Employees

[Denise Johnson]

I usually make the check out to " the estate of .......)

*Denise L Johnson, Business Manager*
*Fiddlehead School of Arts & Sciences*
25 Shaker Road
Gray, Maine 04039
Tel: (207) 688-3727
Fax: (207) 657-2250

*Work schedule: *
*Monday - **I will be working remotely.*
*Tuesday - I will be in the office.*
*Wednesday - **I will be in the office.*
*Thursday - **I will be in the office.*
*Friday - **I will be working remotely.*


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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