personal data form · 2015-11-09 · city state. zip code mailing address (if different) ... and...

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PERSONAL DATA FORM Last Name First Name Middle Initial Social Security Number Home Address City State Zip Code Mailing Address (if different) City State Zip Code Home Telephone Number: Office: Mobile Telephone Number: Date of Birth: Marital Status: Marital Status Date: Military Status: Education: High School: Name of School and Complete Mailing Address: ______________________________________________________________________ Year Completed Major or Degree: ________________________ _ College/Graduate: Name of School and Complete Mailing Address: ______________________________________________________________________ Year Completed Major or Degree: __________________________ Name of School and Complete Mailing Address: ______________________________________________________________________ Year Completed Major or Degree: __________________________ Professional School/Other: Name of School and Complete Mailing Address: ______________________________________________________________________ Year Completed Major or Degree: ___________________________

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Page 1: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

PERSONAL DATA FORM

Last Name First Name Middle Initial

Social Security Number Home Address

City State Zip Code

Mailing Address (if different)

City State Zip Code

Home Telephone Number: Office:

Mobile Telephone Number:

Date of Birth:

Marital Status: Marital Status Date:

Military Status:

Education:

High School: Name of School and Complete Mailing Address: ______________________________________________________________________

Year Completed Major or Degree: ________________________ _ College/Graduate: Name of School and Complete Mailing Address: ______________________________________________________________________

Year Completed Major or Degree: __________________________ Name of School and Complete Mailing Address: ______________________________________________________________________

Year Completed Major or Degree: __________________________ Professional School/Other: Name of School and Complete Mailing Address: ______________________________________________________________________

Year Completed Major or Degree: ___________________________

Page 2: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

EMERGENCY CONTACT INFORMATION

FIRST CONTACT: Last Name First Name Middle Initial

Relationship:

Home Address

City State Zip Code

Home Telephone Number: Cell Phone:

Email Address: __________________________________________ SECOND CONTACT: Last Name First Name Middle Initial

Relationship:

Home Address

City State Zip Code

Home Telephone Number: Cell Phone:

Email Address: __________________________________________

Page 3: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

STATEMENT OF CITIZENSHIP

Check One:

______ U.S. Citizen

______ Resident Alien

______ Non-Resident Alien (Please answer questions below):

Do you have clearance to work in the United States? ___Yes ___ No

Type of Visa and Expiration Date: ______________________________________

Primary Purpose in the United States: __________________________________

Citizen of: _________________________________________________________

Intended length of stay: _____________________________________________

Are you a CUNY Student: ____ Yes ____ No

CONFIDENTIAL EMERGENCY EVACUATION

Due to a previous blackout experience, the Central Office is updating evacuation procedures for all facilities. As part of the procedures, we need to determine whether or not any staff members would require assistance in an emergency evacuation. Please be assured that this information is voluntary. It will only be used for emergency evacuation and will only be shared with those who have responsibilities under the emergency evacuation plan.

I would require assistance during an evacuation: ____ Yes ____ No

Type of Assistance: _________________________________________________

Location and Floor: __________________________________________________

Extension Number: __________________________________________________

Page 4: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Voluntary Self-Identification Form for Employees

The City University of New York is committed to equal opportunity, and personnel decisions are made on the basis of qualifications without regard to race, color, creed, national origin, ethnicity, ancestry, religion, age, sex, sexual orientation, gender and/or gender identity, marital status, partnership status, disability, genetic information, alienage, citizenship, military or veteran status, pregnancy, or status as a victim of domestic violence, stalking, or sex offense. We also comply with federal affirmative action regulations. In order for us to comply with state, federal, and University reporting requirements and to assess the effectiveness of our recruitment efforts, we would greatly appreciate your completing this form. Completion of this form is, however, voluntary and the information collected will be used as required by law.

Any question regarding gender, race or ethnicity, veteran, or disability identification should be directed to the Chief Diversity Officer.

Gender: _____ Male _____ Female

ETHNICITY and RACE

Question 1:

Are you Hispanic or Latino? (a person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin, regardless of race)

________

If yes, are you Puerto Rican? (a person of Puerto Rican culture or origin)

________

Question 2:

Please select one or more of the following categories that apply to you:

____ American Indian or Alaska Native: A person having origins in any of the original peoples of North and South America (including Central America) and who maintains tribal affiliation or community attachment.

____ Asian: A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian sub- Continent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam.

____ Black or African American: A person having origins in any of the Black racial groups of Africa.

____ Italian American: A person having origins in Italy. (This is for CUNY's reporting purposes.)

____ Native Hawaiian or Other Pacific Islander: A person having origins in any of the original peoples of Hawaii, Guam, Samoa, or other Pacific Islands.

____ White: A person having origins in any of the original peoples of Europe, the Middle East, or North Africa.

Page 5: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

VETERAN

Please select one or more of the following:

____ NOT a Veteran

____ Armed Forces Service Medal Veteran: Any veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985 (61 FR 1209).

____ Disabled Veteran: Either (1) a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs, or (2) a person who was discharged or released from active duty because of a service-connected disability.

Note: If you have a disability and need a reasonable accommodation to perform the essential functions of your job, please contact the Central Office Human Resources Director to begin an interactive discussion to identify and provide you a reasonable accommodation.

____ Other Protected Veteran: A veteran who served on active duty in the U.S. military, ground, naval or air service during a war or in a campaign or expedition for which a campaign badge has been authorized, under the laws administered by the Department of Defense; see http://www.opm.gov/staffingportal/vgmedal2.asp.

____ Recently Separated Veteran: Any veteran during the three-year period beginning on the date of veteran's discharge or release from active duty in the U.S. Military, ground, naval or air service.

Discharge Date: ____________________

Page 6: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Employment Eligibility Verification Department of Homeland Security

U.S. Citizenship and Immigration Services

USCIS Form I-9

OMB No. 1615-0047 Expires 03/31/2016

START HERE. Read instructions carefully before completing this form. The instructions must be available during completion of this form. ANTI-DISCRIMINATION NOTICE: It is illegal to discriminate against work-authorized individuals. Employers CANNOT specify which document(s) they will accept from an employee. The refusal to hire an individual because the documentation presented has a future expiration date may also constitute illegal discrimination.

Section 1. Employee Information and Attestation (Employees must complete and sign Section 1 of Form I-9 no later than the first day of employment, but not before accepting a job offer.)

Address (Street Number and Name)

E-mail Address Telephone NumberDate of Birth (mm/dd/yyyy)

Other Names Used (if any)

U.S. Social Security Number

Middle Initial

Apt. Number City or Town State Zip Code

I am aware that federal law provides for imprisonment and/or fines for false statements or use of false documents in connection with the completion of this form.

I attest, under penalty of perjury, that I am (check one of the following):

An alien authorized to work until (expiration date, if applicable, mm/dd/yyyy)

Signature of Employee: Date (mm/dd/yyyy):

Date (mm/dd/yyyy):Signature of Preparer or Translator:

Address (Street Number and Name) City or Town Zip CodeState

A lawful permanent resident (Alien Registration Number/USCIS Number):

A citizen of the United States

A noncitizen national of the United States (See instructions)

1. Alien Registration Number/USCIS Number:

For aliens authorized to work, provide your Alien Registration Number/USCIS Number OR Form I-94 Admission Number:

If you obtained your admission number from CBP in connection with your arrival in the United States, include the following:

2. Form I-94 Admission Number:

Country of Issuance:

Foreign Passport Number:

(See instructions)

Some aliens may write "N/A" on the Foreign Passport Number and Country of Issuance fields. (See instructions)

First Name (Given Name)Last Name (Family Name)

- -

. Some aliens may write "N/A" in this field.

Page 7 of 9Form I-9 03/08/13 N

Employer Completes Next Page

I attest, under penalty of perjury, that I have assisted in the completion of this form and that to the best of my knowledge the information is true and correct.

Preparer and/or Translator Certification (To be completed and signed if Section 1 is prepared by a person other than the employee.)

OR

First Name (Given Name)Last Name (Family Name)

3-D Barcode Do Not Write in This Space

Page 7: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Page 8 of 9Form I-9 03/08/13 N

Employee Last Name, First Name and Middle Initial from Section 1:

Section 2. Employer or Authorized Representative Review and Verification(Employers or their authorized representative must complete and sign Section 2 within 3 business days of the employee's first day of employment. You must physically examine one document from List A OR examine a combination of one document from List B and one document from List C as listed on the "Lists of Acceptable Documents" on the next page of this form. For each document you review, record the following information: document title, issuing authority, document number, and expiration date, if any.)

CertificationI attest, under penalty of perjury, that (1) I have examined the document(s) presented by the above-named employee, (2) the above-listed document(s) appear to be genuine and to relate to the employee named, and (3) to the best of my knowledge the employee is authorized to work in the United States.

The employee's first day of employment (mm/dd/yyyy): (See instructions for exemptions.)

Date (mm/dd/yyyy)Signature of Employer or Authorized Representative Title of Employer or Authorized Representative

Employer's Business or Organization Address (Street Number and Name)

Last Name (Family Name) Employer's Business or Organization NameFirst Name (Given Name)

City or Town Zip CodeState

Section 3. Reverification and Rehires (To be completed and signed by employer or authorized representative.)A. New Name (if applicable)

C. If employee's previous grant of employment authorization has expired, provide the information for the document from List A or List C the employee presented that establishes current employment authorization in the space provided below.

B. Date of Rehire (if applicable) (mm/dd/yyyy):

Document Title: Document Number: Expiration Date (if any)(mm/dd/yyyy):

Signature of Employer or Authorized Representative: Date (mm/dd/yyyy):

I attest, under penalty of perjury, that to the best of my knowledge, this employee is authorized to work in the United States, and if the employee presented document(s), the document(s) I have examined appear to be genuine and to relate to the individual.

Middle InitialFirst Name (Given Name)Last Name (Family Name)

Issuing Authority: Issuing Authority:

Document Number:

Document Title:Document Title:

Document Number:

Issuing Authority:

List A OR ANDList B List C

Document Number:

Document Title:

Expiration Date (if any)(mm/dd/yyyy):

Document Title:

Issuing Authority:

Expiration Date (if any)(mm/dd/yyyy):

Document Title:

Issuing Authority:

Expiration Date (if any)(mm/dd/yyyy):

Expiration Date (if any)(mm/dd/yyyy): Expiration Date (if any)(mm/dd/yyyy):

Identity and Employment Authorization Identity Employment Authorization

Document Number:

Document Number:

Print Name of Employer or Authorized Representative:

3-D Barcode Do Not Write in This Space

Page 8: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Voluntary Self-Identification of Disability

The City University of New York is subject to certain governmental recordkeeping and reporting requirements for the administration of civil rights laws and regulations. Submission of this information is voluntary, and refusal to provide it will not subject you to any adverse treatment. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable laws, executive orders, and regulations, including those that require the information to be summarized and reported to the federal government for civil rights enforcements. When reported, the data will not identify any specific individual.

Because we do business with the government, we must reach out to, hire, and provide equal opportunity to qualified people with disabilities1. To help us measure how well we are doing, we are asking you to tell us if you have a disability or if you ever had a disability. Completing this form is voluntary, but we hope that you will choose to fill it out. If you are applying for a job, any answer you give will be kept private and will not be used against you in any way.

If you already work for us, your answer will not be used against you in any way. Because a person may become disabled at any time, we are required to ask all of our employees to update their information every five years. You may voluntarily self-identify as having a disability on this form without fear of any punishment because you did not identify as having a disability earlier.

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition. Disabilities include, but are not limited to:

Blindness

Deafness

Cancer

Diabetes

Epilepsy

Autism

Cerebral Palsy

HIV/AIDS

Schizophrenia

Muscular Dystrophy

Bipolar Disorder

Major Depression

Multiple Sclerosis (MS)

Missing limbs or partially missing limbs

Post-Traumatic Stress Disorder (PTSD)

Obsessive-compulsive Disorder

Impairments requiring the use of a wheelchair

Intellectual disability (previously called mental retardation)

(For the below questions, please check all that apply. If you do not wish to disclose the information, please check the appropriate box. )

Are you an individual who has a physical or any other disability?

Yes

No

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if

you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation

include making a change to the application process or work procedures, providing documents in an alternate format, using a

sign language interpreter, or using specialized equipment.

If you identify as an individual who has a physical or any other disability, do you require special working accommodations?

Yes

No

1 Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit

the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

Page 9: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Page 8 of 9Form I-9 03/08/13 N

Employee Last Name, First Name and Middle Initial from Section 1:

Section 2. Employer or Authorized Representative Review and Verification(Employers or their authorized representative must complete and sign Section 2 within 3 business days of the employee's first day of employment. You must physically examine one document from List A OR examine a combination of one document from List B and one document from List C as listed on the "Lists of Acceptable Documents" on the next page of this form. For each document you review, record the following information: document title, issuing authority, document number, and expiration date, if any.)

CertificationI attest, under penalty of perjury, that (1) I have examined the document(s) presented by the above-named employee, (2) the above-listed document(s) appear to be genuine and to relate to the employee named, and (3) to the best of my knowledge the employee is authorized to work in the United States.

The employee's first day of employment (mm/dd/yyyy): (See instructions for exemptions.)

Date (mm/dd/yyyy)Signature of Employer or Authorized Representative Title of Employer or Authorized Representative

Employer's Business or Organization Address (Street Number and Name)

Last Name (Family Name) Employer's Business or Organization NameFirst Name (Given Name)

City or Town Zip CodeState

Section 3. Reverification and Rehires (To be completed and signed by employer or authorized representative.)A. New Name (if applicable)

C. If employee's previous grant of employment authorization has expired, provide the information for the document from List A or List C the employee presented that establishes current employment authorization in the space provided below.

B. Date of Rehire (if applicable) (mm/dd/yyyy):

Document Title: Document Number: Expiration Date (if any)(mm/dd/yyyy):

Signature of Employer or Authorized Representative: Date (mm/dd/yyyy):

I attest, under penalty of perjury, that to the best of my knowledge, this employee is authorized to work in the United States, and if the employee presented document(s), the document(s) I have examined appear to be genuine and to relate to the individual.

Middle InitialFirst Name (Given Name)Last Name (Family Name)

Issuing Authority: Issuing Authority:

Document Number:

Document Title:Document Title:

Document Number:

Issuing Authority:

List A OR ANDList B List C

Document Number:

Document Title:

Expiration Date (if any)(mm/dd/yyyy):

Document Title:

Issuing Authority:

Expiration Date (if any)(mm/dd/yyyy):

Document Title:

Issuing Authority:

Expiration Date (if any)(mm/dd/yyyy):

Expiration Date (if any)(mm/dd/yyyy): Expiration Date (if any)(mm/dd/yyyy):

Identity and Employment Authorization Identity Employment Authorization

Document Number:

Document Number:

Print Name of Employer or Authorized Representative:

3-D Barcode Do Not Write in This Space

Page 10: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Form W-4 (2015)Purpose. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.Exemption from withholding. If you are exempt, complete only lines 1, 2, 3, 4, and 7 and sign the form to validate it. Your exemption for 2015 expires February 16, 2016. See Pub. 505, Tax Withholding and Estimated Tax.Note. If another person can claim you as a dependent on his or her tax return, you cannot claim exemption from withholding if your income exceeds $1,050 and includes more than $350 of unearned income (for example, interest and dividends).

Exceptions. An employee may be able to claim exemption from withholding even if the employee is a dependent, if the employee:• Is age 65 or older,

• Is blind, or

• Will claim adjustments to income; tax credits; or itemized deductions, on his or her tax return.

The exceptions do not apply to supplemental wages greater than $1,000,000.Basic instructions. If you are not exempt, complete the Personal Allowances Worksheet below. The worksheets on page 2 further adjust your withholding allowances based on itemized deductions, certain credits, adjustments to income, or two-earners/multiple jobs situations.

Complete all worksheets that apply. However, you may claim fewer (or zero) allowances. For regular wages, withholding must be based on allowances you claimed and may not be a flat amount or percentage of wages.Head of household. Generally, you can claim head of household filing status on your tax return only if you are unmarried and pay more than 50% of the costs of keeping up a home for yourself and your dependent(s) or other qualifying individuals. See Pub. 501, Exemptions, Standard Deduction, and Filing Information, for information.Tax credits. You can take projected tax credits into account in figuring your allowable number of withholding allowances. Credits for child or dependent care expenses and the child tax credit may be claimed using the Personal Allowances Worksheet below. See Pub. 505 for information on converting your other credits into withholding allowances.

Nonwage income. If you have a large amount of nonwage income, such as interest or dividends, consider making estimated tax payments using Form 1040-ES, Estimated Tax for Individuals. Otherwise, you may owe additional tax. If you have pension or annuity income, see Pub. 505 to find out if you should adjust your withholding on Form W-4 or W-4P.Two earners or multiple jobs. If you have a working spouse or more than one job, figure the total number of allowances you are entitled to claim on all jobs using worksheets from only one Form W-4. Your withholding usually will be most accurate when all allowances are claimed on the Form W-4 for the highest paying job and zero allowances are claimed on the others. See Pub. 505 for details.Nonresident alien. If you are a nonresident alien, see Notice 1392, Supplemental Form W-4 Instructions for Nonresident Aliens, before completing this form.Check your withholding. After your Form W-4 takes effect, use Pub. 505 to see how the amount you are having withheld compares to your projected total tax for 2015. See Pub. 505, especially if your earnings exceed $130,000 (Single) or $180,000 (Married).Future developments. Information about any future developments affecting Form W-4 (such as legislation enacted after we release it) will be posted at www.irs.gov/w4.

Personal Allowances Worksheet (Keep for your records.)A Enter “1” for yourself if no one else can claim you as a dependent . . . . . . . . . . . . . . . . . . A

B Enter “1” if: { • You are single and have only one job; or• You are married, have only one job, and your spouse does not work; or . . .• Your wages from a second job or your spouse’s wages (or the total of both) are $1,500 or less.

} B

C Enter “1” for your spouse. But, you may choose to enter “-0-” if you are married and have either a working spouse or more than one job. (Entering “-0-” may help you avoid having too little tax withheld.) . . . . . . . . . . . . . . C

D Enter number of dependents (other than your spouse or yourself) you will claim on your tax return . . . . . . . . DE Enter “1” if you will file as head of household on your tax return (see conditions under Head of household above) . . EF Enter “1” if you have at least $2,000 of child or dependent care expenses for which you plan to claim a credit . . . F

(Note. Do not include child support payments. See Pub. 503, Child and Dependent Care Expenses, for details.) G Child Tax Credit (including additional child tax credit). See Pub. 972, Child Tax Credit, for more information.

• If your total income will be less than $65,000 ($100,000 if married), enter “2” for each eligible child; then less “1” if you have two to four eligible children or less “2” if you have five or more eligible children. • If your total income will be between $65,000 and $84,000 ($100,000 and $119,000 if married), enter “1” for each eligible child . . . G

H Add lines A through G and enter total here. (Note. This may be different from the number of exemptions you claim on your tax return.) ▶ H

For accuracy, complete all worksheets that apply. {

• If you plan to itemize or claim adjustments to income and want to reduce your withholding, see the Deductions and Adjustments Worksheet on page 2. • If you are single and have more than one job or are married and you and your spouse both work and the combined earnings from all jobs exceed $50,000 ($20,000 if married), see the Two-Earners/Multiple Jobs Worksheet on page 2 to avoid having too little tax withheld.• If neither of the above situations applies, stop here and enter the number from line H on line 5 of Form W-4 below.

Separate here and give Form W-4 to your employer. Keep the top part for your records.

Form W-4Department of the Treasury Internal Revenue Service

Employee's Withholding Allowance Certificate▶ Whether you are entitled to claim a certain number of allowances or exemption from withholding is

subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS.

OMB No. 1545-0074

20151 Your first name and middle initial Last name

Home address (number and street or rural route)

City or town, state, and ZIP code

2 Your social security number

3 Single Married Married, but withhold at higher Single rate.

Note. If married, but legally separated, or spouse is a nonresident alien, check the “Single” box.

4 If your last name differs from that shown on your social security card,

check here. You must call 1-800-772-1213 for a replacement card. ▶

5 Total number of allowances you are claiming (from line H above or from the applicable worksheet on page 2) 56 Additional amount, if any, you want withheld from each paycheck . . . . . . . . . . . . . . 6 $

7 I claim exemption from withholding for 2015, and I certify that I meet both of the following conditions for exemption.• Last year I had a right to a refund of all federal income tax withheld because I had no tax liability, and• This year I expect a refund of all federal income tax withheld because I expect to have no tax liability.If you meet both conditions, write “Exempt” here . . . . . . . . . . . . . . . ▶ 7

Under penalties of perjury, I declare that I have examined this certificate and, to the best of my knowledge and belief, it is true, correct, and complete.

Employee’s signature (This form is not valid unless you sign it.) ▶ Date ▶

8 Employer’s name and address (Employer: Complete lines 8 and 10 only if sending to the IRS.) 9 Office code (optional) 10 Employer identification number (EIN)

For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 10220Q Form W-4 (2015)

Page 11: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Form W-4 (2015) Page 2 Deductions and Adjustments Worksheet

Note. Use this worksheet only if you plan to itemize deductions or claim certain credits or adjustments to income.1 Enter an estimate of your 2015 itemized deductions. These include qualifying home mortgage interest, charitable contributions, state

and local taxes, medical expenses in excess of 10% (7.5% if either you or your spouse was born before January 2, 1951) of your income, and miscellaneous deductions. For 2015, you may have to reduce your itemized deductions if your income is over $309,900 and you are married filing jointly or are a qualifying widow(er); $284,050 if you are head of household; $258,250 if you are single and not head of household or a qualifying widow(er); or $154,950 if you are married filing separately. See Pub. 505 for details . . . . 1 $

2 Enter: { $12,600 if married filing jointly or qualifying widow(er)$9,250 if head of household . . . . . . . . . . .$6,300 if single or married filing separately

} 2 $

3 Subtract line 2 from line 1. If zero or less, enter “-0-” . . . . . . . . . . . . . . . . 3 $4 Enter an estimate of your 2015 adjustments to income and any additional standard deduction (see Pub. 505) 4 $5 Add lines 3 and 4 and enter the total. (Include any amount for credits from the Converting Credits to

Withholding Allowances for 2015 Form W-4 worksheet in Pub. 505.) . . . . . . . . . . . . 5 $6 Enter an estimate of your 2015 nonwage income (such as dividends or interest) . . . . . . . . 6 $7 Subtract line 6 from line 5. If zero or less, enter “-0-” . . . . . . . . . . . . . . . . 7 $8 Divide the amount on line 7 by $4,000 and enter the result here. Drop any fraction . . . . . . . 89 Enter the number from the Personal Allowances Worksheet, line H, page 1 . . . . . . . . . 9

10 Add lines 8 and 9 and enter the total here. If you plan to use the Two-Earners/Multiple Jobs Worksheet, also enter this total on line 1 below. Otherwise, stop here and enter this total on Form W-4, line 5, page 1 10

Two-Earners/Multiple Jobs Worksheet (See Two earners or multiple jobs on page 1.)Note. Use this worksheet only if the instructions under line H on page 1 direct you here.1 Enter the number from line H, page 1 (or from line 10 above if you used the Deductions and Adjustments Worksheet) 12 Find the number in Table 1 below that applies to the LOWEST paying job and enter it here. However, if

you are married filing jointly and wages from the highest paying job are $65,000 or less, do not enter more than “3” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3 If line 1 is more than or equal to line 2, subtract line 2 from line 1. Enter the result here (if zero, enter “-0-”) and on Form W-4, line 5, page 1. Do not use the rest of this worksheet . . . . . . . . . 3

Note. If line 1 is less than line 2, enter “-0-” on Form W-4, line 5, page 1. Complete lines 4 through 9 below to figure the additional withholding amount necessary to avoid a year-end tax bill.

4 Enter the number from line 2 of this worksheet . . . . . . . . . . 45 Enter the number from line 1 of this worksheet . . . . . . . . . . 56 Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . 67 Find the amount in Table 2 below that applies to the HIGHEST paying job and enter it here . . . . 7 $8 Multiply line 7 by line 6 and enter the result here. This is the additional annual withholding needed . . 8 $9 Divide line 8 by the number of pay periods remaining in 2015. For example, divide by 25 if you are paid every two

weeks and you complete this form on a date in January when there are 25 pay periods remaining in 2015. Enter the result here and on Form W-4, line 6, page 1. This is the additional amount to be withheld from each paycheck 9 $

Table 1Married Filing Jointly

If wages from LOWEST paying job are—

Enter on line 2 above

$0 - $6,000 06,001 - 13,000 1

13,001 - 24,000 224,001 - 26,000 326,001 - 34,000 434,001 - 44,000 544,001 - 50,000 650,001 - 65,000 765,001 - 75,000 875,001 - 80,000 980,001 - 100,000 10

100,001 - 115,000 11115,001 - 130,000 12130,001 - 140,000 13140,001 - 150,000 14

150,001 and over 15

All Others

If wages from LOWEST paying job are—

Enter on line 2 above

$0 - $8,000 08,001 - 17,000 117,001 - 26,000 226,001 - 34,000 334,001 - 44,000 444,001 - 75,000 575,001 - 85,000 685,001 - 110,000 7

110,001 - 125,000 8125,001 - 140,000 9140,001 and over 10

Table 2Married Filing Jointly

If wages from HIGHEST paying job are—

Enter on line 7 above

$0 - $75,000 $60075,001 - 135,000 1,000

135,001 - 205,000 1,120205,001 - 360,000 1,320360,001 - 405,000 1,400405,001 and over 1,580

All Others

If wages from HIGHEST paying job are—

Enter on line 7 above

$0 - $38,000 $60038,001 - 83,000 1,00083,001 - 180,000 1,120

180,001 - 395,000 1,320395,001 and over 1,580

Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. Internal Revenue Code sections 3402(f)(2) and 6109 and their regulations require you to provide this information; your employer uses it to determine your federal income tax withholding. Failure to provide a properly completed form will result in your being treated as a single person who claims no withholding allowances; providing fraudulent information may subject you to penalties. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation; to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their tax laws; and to the Department of Health and Human Services for use in the National Directory of New Hires. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Code section 6103.

The average time and expenses required to complete and file this form will vary depending on individual circumstances. For estimated averages, see the instructions for your income tax return.

If you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return.

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First name and middle initial Last name Your social security number

Permanent home address (number and street or rural route) Apartment number

City,village,orpostoffice State ZIPcode

Are you a resident of New York City? ........... Yes NoAre you a resident of Yonkers? ..................... Yes NoComplete the worksheet on page 3 before making any entries.1 TotalnumberofallowancesyouareclaimingforNewYorkStateandYonkers,ifapplicable(from line 17) ........... 12 Total number of allowances for New York City (from line 28) .................................................................................. 2

Use lines 3, 4, and 5 below to have additional withholding per pay period under special agreement with your employer.

3 NewYorkStateamount ........................................................................................................................................ 34 New York City amount ........................................................................................................................................... 45 Yonkers amount .................................................................................................................................................... 5

NewYorkStateDepartmentofTaxationandFinance

Employee’sWithholdingAllowanceCertificate NewYorkState•NewYorkCity•Yonkers

SingleorHeadofhousehold Married

Married, but withhold at higher single rate

Note:Ifmarriedbutlegallyseparated,markanX in the Single or Head of household box.

IcertifythatIamentitledtothenumberofwithholdingallowancesclaimedonthiscertificate.Employee’ssignature Date

Employer’s name and address (Employer: complete this section only if you are sending a copy of this form to the NYS Tax Department.) Employeridentificationnumber

Penalty – A penalty of $500 may be imposed for any false statement you make that decreases the amount of money you have withheld from your wages. You may also be subject to criminal penalties.

Employee: detach this page and give it to your employer; keep a copy for your records.

Changes effective for 2015FormIT-2104hasbeenrevisedfortaxyear2015.Theworksheetonpage3,thechartsbeginningonpage4,andtheadditionaldollaramountsintheinstructionsonpage2,usedtocomputewithholdingallowancesortoenteranadditionaldollaramountonline(s)3,4,or5,havebeenrevised.IfyoupreviouslyfiledaFormIT-2104andusedtheworksheet,charts,oradditionaldollaramounts,youshouldcompleteanew2015FormIT-2104andgiveittoyouremployer.

WhoshouldfilethisformThiscertificate,FormIT-2104,iscompletedbyanemployeeandgiventotheemployertoinstructtheemployerhowmuchNewYorkState(andNewYorkCityandYonkers)taxtowithholdfromtheemployee’spay.Themoreallowancesclaimed,thelowertheamountoftaxwithheld.

IfyoudonotfileFormIT-2104,youremployermayusethesamenumberofallowancesyouclaimedonfederalFormW-4.Duetodifferencesintaxlaw,thismayresultinthewrongamountoftaxwithheldforNewYorkState,NewYorkCity,andYonkers.CompleteFormIT-2104eachyear

andfileitwithyouremployerifthenumberofallowancesyoumayclaimisdifferentfromfederalFormW-4orhaschanged.CommonreasonsforcompletinganewFormIT-2104eachyearincludethefollowing:• Youstartedanewjob.• Youarenolongeradependent.• Yourindividualcircumstancesmayhavechanged(forexample,you

were married or have an additional child).• YoumovedintooroutofNYCorYonkers.• Youitemizeyourdeductionsonyourpersonalincometaxreturn.• YouclaimallowancesforNewYorkStatecredits.• Youowedtaxorreceivedalargerefundwhenyoufiledyourpersonalincometaxreturnforthepastyear.

• Yourwageshaveincreasedandyouexpecttoearn$106,200ormoreduringthetaxyear.

• Thetotalincomeofyouandyourspousehasincreasedto$106,200ormoreforthetaxyear.

• Youhavesignificantlymoreorlessincomefromothersourcesorfromanother job.

• Younolongerqualifyforexemptionfromwithholding.

Instructions

Employer: Keepthiscertificatewithyourrecords.Mark an XinboxAand/orboxBtoindicatewhyyouaresendingacopyofthisformtoNewYorkState (see instructions):

A Employeeclaimedmorethan14exemptionallowancesforNYS ............ A

B Employeeisanewhireorarehire ... B Firstdate employee performed services for pay (mm-dd-yyyy) (see instr.):

Aredependenthealthinsurancebenefitsavailableforthisemployee? ............. Yes No

IfYes,enterthedatetheemployeequalifies(mm-dd-yyyy):

IT-2104

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THE CITY OF NEW YORK PAYROLL MANAGEMENT SYSTEM

DIRECT DEPOSIT OF NET PAY Enrollment/Cancellation

SUBMIT COMPLETED FORM TO: YOUR AGENCY DIRECT DEPOSIT COORDINATOR OR YOUR

PAYROLL OFFICE www.NYC.gov/payroll

TYPE OF ACTION

Attach a voided check or most recent savings statement. Check all that apply. New Change of Name Change of Change of Change of Enrollment Cancelation on Account Account Number Account Type ABA Number

EMPLOYEE SECTION

EMPLOYEE IDENTIFICATION

FIRST M.I. LAST

SOCIAL SECURITY NUMBER - -

WORK TELEPHONE

- -

Enrollment

PERSON(S) NAMED ON ACCOUNT (PRINT EXACTLY-INCLUDE TRUSTEE OR HOINT OWNER): PERSON 1

PERSON 2

ABA NUMBER* ACCOUNT NUMBER** ACCOUNT TYPE (CHECK ONLY ONE)

SAVINGS CHECKING

*ABA BANK NUMBER: CHECKING ACCOUNTS—The ABA number is the first nine(9) numbers prior to the account number at the bottom left corner of the check SAVINGS ACCOUNTS---Contact your bank for ABA number, if not known.

EMPLOYEE AUTHORIZATION I hereby authorize The City of New York to deposit my net pay directly into my checking or savings account as requested. I also grant authorization for the reversal of a credit to my account in the event the credit was made in error. I understand that, under the “National Automated Clearing House Association” operating guidelines and rules. The City of New York can only reverse the amount of the incorrect direct deposit. I agree that this authorization will remain in effect until I provide to my agency a written cancelation to terminate the service. Employee Signature Date / /

Cancelation I hereby authorize The City of New York to cancel my direct deposit agreement.

Employee Signature Date / /

AGENCY PAYROLL SECTION

DOCUMENT # CHECK DIGIT JSN PAYROLL

ENROLLMENT REJECTION REASONS: INACTIVE LEAVE STATUS PAYCYCLE IS “A” OTHER

AGENCY REP NAME SIGNATURE DATE (PLEASE PRINT)

DATA ENTRY OPERATOR NAME SIGNATURE DATE

(PLEASE PRINT)

Page 14: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

ADDENDUM DIRECT DEPOSIT OF SALARY ENROLLMENT FORM

AUTHORIZATION FOR CANCELLATION BY EMPLOYEE’S COLLEGE FOR DIRECT DEPOSIT

In addition to the cancellation terms specified on the back of the “Direct Deposit of Salary Enrollment Form”, the agreement represented by this authorization may be cancelled by the employing college by providing the employee with a written notice 10 working days in advance of the cancellation date.

A cancellation does not take effect until the State Comptroller’s office is notified.

Name (Print) Date

Name (Signature)

This form must be signed and attached to the Direct Deposit of Salary Enrollment Form.

Page 15: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

New Employee On-Boarding & Existing Employee Orientation for IT Security Why is IT Security important at CUNY?

- We must ensure our academic and administrative systems continue to be available to run the business of the University and to serve our faculty, students, and staff.

- We must maintain accurate University data and prevent unauthorized changes (e.g., grades, financial aid information).

- We must be reputable custodians and are required by law to protect the privacy of personal data belonging to our faculty, students, and staff.

What are the IT Security risks to CUNY?

- Don’t be phished. Phishing is a scam in which an email message directs you to click on a link that takes you to a web site where you are prompted for personal information such as passwords, social security number, bank account number or credit card number. Both the link and web site may closely resemble an authentic web site, but they are not legitimate.

- Don’t disclose personal information to someone you don’t know. Social engineering is an approach to gain access to information through misrepresentation. It is the conscious manipulation of people to obtain information without their realizing that a security breach is occurring. It may take the form of impersonation via telephone or in person, and through e-mail.

- Don’t disclose personal information within CUNY unless it is absolutely necessary. The need for disclosing your social security number outside of the Human Resource (HR) department would be unusual. When in doubt, contact the HR department directly to verify the legitimacy of the request.

- Protect your user ID and password and never share them. Your user ID is your identification, and it is what links you to your actions on CUNY’s computer systems. Your password authenticates your user ID. Use passwords that are difficult to guess and change them regularly.

- You are responsible for actions taken with your ID and password. Log off or lock your computer when you are away from your workstation. In most cases, hitting the “Control-Alt-Delete” keys and then selecting “Lock Computer” will keep others out. You will need your password to sign back in, but doing this several times a day will help you to remember your password.

- E-mail and portable devices are not secure. Do not ship personal information belonging to you or CUNY faculty, students, and staff to portable devices (e.g., portable hard drives, memory) or send or request to be sent such personal information in an e-mail text or as an email attachment without encryption.

- Be careful when using the Internet. Malicious code can take forms such as a virus, worm or Trojan and can be hidden behind an infected web page or a downloaded program. Keep anti-virus and anti-malware programs and the software on your workstation up-to-date at all times. Only install software authorized by your department, and never disable or change security programs and their configuration.

Where are the CUNY IT Security information resources?

- Security.cuny.edu is available 24 hours a day from any Internet accessible location without a user ID and password. All relevant policies, procedures, and advisories, the IT Security awareness program and materials, and links to external IT Security information resources are located here.

- Find the Policy on Acceptable Use of Computer Resources under Info Security Policies.

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- Find the IT Security Procedures – General under Info Security Policies. - To take the IT Security Awareness tutorial, approximately 30 minutes, click on the

padlock on the home page of security.cuny.edu. Who to contact for help with IT Security at CUNY?

- Your supervisor. - Your College web-site. - security.cuny.edu - The College IT Security Manager (click on Campus Security Managers Contact

Information at security.cuny.edu under Contact Us). - The College Chief Information Officer or equivalent in the Central Office

department. - The CUNY Central IT Security Office at [email protected]; or the Contact Us

page at security.cuny.edu; or the Who to Contact for Help page at security.cuny.edu. Where are some external resources for help with IT Security located?

- New York State Office of Cyber Security and Critical Infrastructure Coordination (CSCIC) at www.cscic.state.ny.us

- Federal Trade Commission at www.ftc.gov - Privacy Rights Clearinghouse - Nonprofit Consumer Information and Advocacy

Organization at - Anti-Phishing Working Group – Committed to wiping out Internet scams and fraud at

www.privacyrights.org

- Microsoft Malware Protection Center, Threat Research and Response at www.antiphishing.org

www.microsoft.com/security/portal What is required of me as an employee of CUNY?

- Acknowledge, by signature below, receipt of the Policy on Acceptable Use of Computer Resources.

- Acknowledge, by signature below, receipt of the IT Security Procedures – General. - Complete the IT Security Awareness tutorial within the first 30 days of employment. - Maintain compliance with the Policy on Acceptable Use of Computer Resources and

the IT Security Procedures at all times. If you discover or suspect a security breach, you should report the incident to your supervisor, the College IT Security Manager (click on Contact Us at security.cuny.edu) and the CUNY Central IT Security Office ([email protected]) immediately. ______________________________________________________________________________________________________________ I hereby acknowledge receipt of the Policy on Acceptable Use of Computer Resources and the IT Security Procedures – General. ____________________________________ ____________________________________ (printed name) (signed) ____________________________________ ____________________________________ (College/business area) (date)

One copy for personnel file. One copy to employee. V02, July 2010

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AMENDED CONSTITUTIONAL OATH UPON APPOINTMENT (In compliance with section 62 of the NY State Civil Service Law)

“I do hereby pledge and declare that I will support the constitution of the

United States, and the constitution of the state of New York, and that I will

faithfully discharge the duties of the position of

According to the best of my ability.”

NAME:

ADDRESS:

SIGNATURE:

DATE:

Page 18: PERSONAL DATA FORM · 2015-11-09 · City State. Zip Code Mailing Address (if different) ... and South America (including Central America) and who maintains tribal affiliation or

Under the New York State Retirement and Social Security Law, retirees collecting a pension from New York State or New York City cannot (with certain exceptions) work at the University and continue to collect their pension. Accordingly, The City University of New York requires individuals seeking University employment to disclose their public employment and pension plan history for the purpose of establishing eligibility for employment. An employee who fails to disclose such information will be subject to appropriate action, which may include disciplinary action to terminate their employment and/or suspension or diminution of the retiree's public pension benefits. Note: Retirees who are under age 65 and are collecting a pension may receive an annual income of up to $30,000 (Thirty thousand only) in a position in public employment without diminution of their pension benefits. 1. Candidates for employment must submit this form at the time of hire, prior to any appointment 2. All full-time and part-time employees are responsible for submitting this form, should their status change 3. Adjuncts must submit this form every semester in which their employment continues

THE CITY UNIVERSITY OF NEW YORK EMPLOYMENT APPLICATION - PART THREE

CERTIFICATION OF NEW YORK STATE OR NEW YORK CITY PUBLIC SERVICE CERTIFICATION OF COLLECTION OF PUBLIC PENSION FUNDS

CUNY Certification of NYS/NYC Public Service /Collection of Public Pension Funds Rev. 1-23-15

Date

Middle InitialLast Name First Name

Part-time Full-timeContract Title

DepartmentCollege

I am a New York State officer or employee (other than CUNY employee) and I receive compensation other than on a per diem basis

I am a member of the New York State Legislature

I am a New York State Legislative employee

I am a statewide elected official of New York State

Name of Employer

I am now working for another public service agency, organization, or jurisdiction funded by New York City or New York State

I am not currently working for another public service agency, organization, or jurisdiction funded by New York City or New York State, nor have I worked at any such entity during the calendar year

Current positions in Public Service (Please check appropriate box)

I am not collecting retirement benefit based upon this public service

Name of Pension Plan

I am collecting a retirement benefit from a public pension system (including ORP) maintained by the State or City of New York

I have no prior service with a public service agency, organization or jurisdiction funded by New York City or New York State

Prior positions in Public Service (Please check appropriate box)

of the City/State of New York, and I am former employee of

I hereby attest that the information I have provided above is correct to the best of my knowledge.

Signature Date

Name Signature Date

Office of Human Resources

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1 Ver. 2015-09

Report of External Employment for Classified Staff Employee/Candidate: Please complete sections A-D regarding your CUNY employment and external employment, both full-time and part-time. Carefully read the attestation in section E and sign the bottom. Once it has been completed and signed, please submit this to the Human Resources Department of the CUNY college at which you are primarily employed or to which you have applied.

All information on this form is subject to verification. Please be advised that you are required to resubmit this form with updates if there are any changes to your external employment.

Conflicts which arise unexpectedly over work hours may be resolved by the College’s Director of Human Resources

in favor of the University.

A. Employee Information

Employee Name

Date Completed

B CUNY Primary Position

Title: College: Department:

Regular Work Schedule Number of Hours per Week Date of Appointment

CUNY Secondary Position

Title: College: Department:

Regular Work Schedule Number of Hours per Week Date of Appointment

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2 Ver. 2015-09

C. External Employment

Employer:

Address:

Telephone & Fax Numbers: Job Title: Department:

Supervisor Name & Title

Regular Work Schedule Number of Hours per Week

Date of Appointment

D. No External Employment

I have no external employment. I understand that if I plan to obtain external employment, I must contact the HR Department of my school and submit an updated "Report of External Employment for Classified Staff" form BEFORE I begin the external employment.

E. Employee Attestation

By my signature below, I declare and affirm that the information submitted above is true and complete. I acknowledge that my full-time position at CUNY is my primary employment. I understand that any misrepresentation or material omission of facts in this form shall be a sufficient basis for ending further consideration of my application, or, in the event I have already been hired, shall constitute sufficient cause for disciplinary action, which may result in a penalty up to and including termination of employment.

Signature Date

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3 Ver. 2015-09

Sections E & F & G are for Office Use Only

F. Supervisor/Department Head Approval: Approve: I have reviewed this employee's CUNY employment and his/her completed External

Employment form and have determined that there is no conflict of interest between the two positions and that the situation is in compliance with CUNY's policy regarding external employment.

Do Not Approve: I have reviewed this employee's CUNY employment and his/her completed External Employment form and have determined that this situation is NOT in compliance with CUNY's policy regarding external employment for the following reason(s):

there is a conflict of interest between the two positions

there is an overlap in scheduled working hours

there is not adequate time allocated for travel between the positions

Comments:

Signature_ Date:_

Print Name Title

G. Human Resources Director Approval: Approve: I have reviewed this employee's CUNY employment and his/her completed External

Employment form and have determined that there is no conflict of interest between the two positions and that the situation is in compliance with CUNY's policy regarding external employment.

Do Not Approve: I have reviewed this employee's CUNY employment and his/her completed External Employment form and have determined that this situation is NOT in compliance with CUNY's policy regarding external employment for the following reason(s):

there is a conflict of interest between the two positions

there is an overlap in scheduled work hours

there is not adequate time allocated for travel between the positions

Comments:

Signature_ Date:_

Print Name Title

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4 Ver. 2015-09

H. Presidential Approval for External Full-Time Positions:

Approve: I have reviewed this employee's CUNY employment and his/her completed External Employment form and have determined that there is no conflict of interest between the two full-time positions and that the situation is in compliance with CUNY's policy regarding external employment.

Do Not Approve: I have reviewed this employee's CUNY employment and his/her completed

External Employment form and have determined that this situation is NOT in compliance with CUNY's policy regarding external employment for the following reason(s):

there is a conflict of interest between the two positions

there is an overlap in scheduled work hours

there is not adequate time allocated for travel between the positions

Comments: Signature_ Date:_

Print Name

Please return to the HR Director

Retain original document in employee file