<div dir="ltr">Our Finance Director had heard DW say something similar at a workshop but it didn't seem to match what I was reading on the IRS site. I have seen from searching online that some businesses get a "Last pay beneficiary form" which would simplify things. Although if we just issue the check and send it like DW has advised that is even simpler. I just don't see that it aligns with the IRS requirements.<div><br></div><div><br><div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div>~Sue</div><div dir="ltr">Sue Lambert<div>MSAD #49</div><div>Accounting Coordinator</div><div>8 School St</div><div>Fairfield, ME 04937<br></div><div>207-453-4200 x3109<br></div><div>207-453-0110 FAX</div><div>For in-district direct dial: 3109</div><div><img width="96" height="91" src="https://ci3.googleusercontent.com/mail-sig/AIorK4yXZ8gtR4IT99iF75CrHmj_cB_Z7iccywY7C4Sw0G-44GwkGq-BnZqsLCFQVJyruZdslSFC2FE"><br><br><br></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jul 20, 2023 at 10:31 AM Katie Gourley <<a href="mailto:katie@rsu25.org">katie@rsu25.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif">Our HR manager reached out to Drummond and Woodsum and advised us to pay them out like Lucie stated. They said their bank accounts would be part of their estate if they set up one. </div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div class="gmail_default" style="font-family:verdana,sans-serif"><br></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div dir="ltr">Katie Gourley<div>RSU 25</div><div>Business Manager</div><div>207-469-7311</div><div><a href="mailto:katie@rsu25.org" target="_blank">katie.gourley@rsu25.org</a></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jul 20, 2023 at 10:19 AM Lorraine Orlando <<a href="mailto:lorlando@rsu21.net" target="_blank">lorlando@rsu21.net</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">I've also paid it out the same way as Lucie.<br clear="all"><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><div><span><span style="background-color:rgb(0,0,102)"></span></span><br>Lorraine Orlando</div>
<div>Payroll/Benefits Specialist</div><div>RSU 21 Human Resources Department<br>(207) 985-1100 Ext. 1326<br></div></div><div>(207) 604-5990 (fax)</div><div><img src="https://drive.google.com/uc?id=1qebSYuOe5npOWiKN5POCgwlbJ4mYqlQ7&export=download" width="96" height="96"><br></div><div><span></span><span></span><br></div><div><br></div><div><br><br></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jul 20, 2023 at 10:03 AM Field, Stacie <<a href="mailto:sfield@rsu16.org" target="_blank">sfield@rsu16.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>Unfortunately I have had to do this a few times as well. </div>I did the same as Lucie - that is what all my research said to do. <div>It is ridiculous they make you take out Medicare (and Social Security if applicable) from someone's last check. <div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div><div><br></div><div>Stacie Field<br></div>Business Manager<br></div>RSU 16 - Poland, Mechanic Falls, Minot<br></div>207.998.2727 ext 102<br></div></div></div><br></div></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jul 20, 2023 at 8:55 AM Lucie Tabor <<a href="mailto:ltabor@vuesc.org" target="_blank">ltabor@vuesc.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">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.<div>We also informed the Health Insurance (if they participated) and MePers (if they were a member).</div><div>Lucie</div><div>VUESC</div><div>(SAD27, SAD33 and Madawaska)</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jul 20, 2023 at 7:54 AM Sue Lambert <<a href="mailto:slambert@msad49.org" target="_blank">slambert@msad49.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">Do any of you have employees/new-hires complete a beneficiary form for payroll (not benefits)? I have found a few online.<div><br></div><div>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. </div><div><br></div><div>Curious what your process is and if it would be simpler to have a "payroll beneficiary" form on file for all staff.</div><div><br></div><div>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.<div><br clear="all"><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div>~Sue</div><div dir="ltr">Sue Lambert<div>MSAD #49</div><div>Benefits Specialist</div><div>8 School St</div><div>Fairfield, ME 04937<br></div><div>207-453-4200 x3109<br></div><div>207-453-0110 FAX</div><div>For in-district direct dial: 3109</div><div><img width="96" height="91" src="https://ci3.googleusercontent.com/mail-sig/AIorK4yXZ8gtR4IT99iF75CrHmj_cB_Z7iccywY7C4Sw0G-44GwkGq-BnZqsLCFQVJyruZdslSFC2FE"><br><br><br></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
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