Other payroll forms:
- 2023 Form W-4 Employee's Withholding Certificate:
Complete Form W-4 so that the University can withhold the correct federal income tax from your pay. Form W-4 was updated by the IRS in 2020 due to the federal tax law changes that took place in 2018. It is very different from previous versions. Please use the instructions provided by the IRS or contact your tax advisor if you have questions on how to complete the form. To assist with your calculations, the IRS provides the Tax Withholding Estimator at www.irs.gov/W4App. To effectively use the estimator, it is helpful to have a copy of your most recent pay stub and tax return.
2023 Form W-4 and Instructions
Federal and state tax forms
Retirement Information and Forms:
- OPERS Electronic Student Exemption Process The Payroll Office will submit a newly hired student’s name, SSN, phone number, email address, home address and employment begin date to OPERS. If submitted within 30 days of their employment start date, OPERS will send an email and text message (if cell phone number is available) that includes a customized web page link to the student. If the student elects to opt-out of OPERS, the employer and the student will receive an email confirmation for their records. The student will receive a reminder email and text on the 27th day if there is no action taken. If the student does not exempt, the status will remain pending until the 30-day window is closed and will then update to non-exempt. It is vital that when hiring student employees, supervisors submit a Student Employment New Hire form to Career Services/Student Employment in a prompt and timely manner. Students have 30 days from their employment start date to opt-out of OPERS membership. If a student does not opt-out within 30 days, they will automatically be enrolled in OPERS and will NOT have the option of requesting exemption until there is a break in employment of at least 365 days. This process also includes graduate level student assistants and graduate assistants. Before a student opts-out of OPERS, they should consider that the service credit earned while in college counts towards retirement if they become employed in the public sector during their career. Information regarding the benefits of OPERS membership can be found at www.opers.org or by calling 1-800-222-7377 to speak with a member services representative.
- Rehired Retiree Notification Form This form must be completed and sent to Payroll within 10 days of the first date of employment by an employee receiving a benefit from an Ohio state retirement system or the Cincinnati Retirement System.
- Graduate Teaching Assistant Retirement Options
- Summer Graduate and Student Assistant Employment Graduate and Student Assistant Summer Exemption from Retirement/Medicare Criteria for student assistants and graduate assistants to be exempt from paying into one of the state retirement systems and Medicare during summer employment.
- SERS Exemption Form
- SERS Refund Application After you have terminated your employment, you may apply for a refund of your SERS accumulated contributions. SERS will not issue a refund before three months after the termination of employment. The contributions are subject to taxes on payment unless you roll over the contributions to another tax-exempt plan as permitted under federal tax law. For more information regarding SERS' refund payment process, the tax implications of receiving a refund and the refund application, please visit the SERS website at https://ohsers.org/members/working-members/refunds/.