Preparing for New-Hire Orientation Day

Sample Form Details

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So that you may prepare, below is a list of the types of forms US employers typically require you to fill out on your first day. There are more forms that you'll probably have to complete, such as for retirement accounts and stock options, that are not included in the list. That's because your new employer will likely give you 30 days or so to fill out these additional forms.

The same goes for insurance forms, because you'll probably be covered under default policies until you fill them out. But just in case your employer doesn't give you extra time for insurance forms, common "gotchas" for beneficiaries and dependents are included.

Naturally, forms will vary from company to company. But if you prepare in the same way as you would for filling out a job application, plus prepare to provide the information in the list below, you'll be ready to go for most situations. The list excludes the ordinary for which you don't need to prepare, such as your contact information.

Insurance

Be prepared to provide the following for each of your beneficiaries and dependents.

• Beneficiaries
  • Name
  • Age
  • Address
  • Home and work phone numbers
  • Social security number
  • Percent of distribution
• Dependents
  • Name
  • Age
  • Address
  • Home and work phone numbers
  • Social security number

Federal W-4 and State Equivalent

• The IRS site has more information for calculating your Federal allowances in advance. (Click on Publication 919.) To read and save the W-4 instructions and worksheet while online, first download the free Acrobat Reader from Adobe.
• To calculate your state allowances in advance, get the form and worksheet from your state tax agency.
  • To link to your state tax agency online, see Tax Forms and Information from the State University of West Georgia.
  • Alternately, try TaxTime at SaveWealth.com.
• The form your employer gives you might differ from the Federal and state forms, but the end results are the same. For example, your employer's form may include space for both Federal and state allowances.

You may download or copy the entire list from page 4 or 5.

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Interviewing
Preparing to Fill Out a Job Application
Writing a Letter of Resignation
Writing Resumes

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