New Employee Forms Required for Human Resources, Payroll, and Benefits

The table below contains many forms that a new employee must complete shortly after beginning work.  To expedite the onboarding process, new employees with an enter on duty date may want to download and complete the forms that apply to them, and bring them on their first work day.  

     

 

Human Resources Forms

Link to Form

1.

Appointment Affidavit – SF 61

https://www.opm.gov/forms/pdf_fill/SF61.pdf

2.

U.S. Department of Agriculture Employee Address – Form AD-349

https://www.nfc.usda.gov/Publications/Forms/349a.pdf
3.

Employee Locator Information – Form DOJ-543

https://www.justice.gov/sites/default/files/usao-nj/legacy/2013/11/29/employeelocatorform.pdf
4.

Declaration for Federal Employment - OF-306

https://www.gsa.gov/forms-library/declaration-federal-employment
5.

Employment Eligibility Verification Form – Form I-9

https://www.uscis.gov/i-9
6.

Ethnicity and Race Identification – SF 181

https://www.opm.gov/forms/pdf_fill/sf181.pdf
7.

Self-Identification of Disability – SF 256

https://www.opm.gov/Forms/pdf_fill/sf256.pdf
8.

Statement of Prior Federal Service – SF 144

https://www.opm.gov/Forms/pdf_fill/SF144.pdf
 

Payroll Forms

 

9.

Employee's Withholding Allowance Certificate (Federal) - Form W-4

https://www.irs.gov/pub/irs-pdf/fw4.pdf
10.

Direct Deposit Sign-Up Form (this form must be provided to transfer allotments from other Federal agencies) – SF 1199A

https://www.gsa.gov/forms-library/direct-deposit-sign-form
11.

State Withholding Allowance Certificate (If State forms are not available, use Federal form and write STATE TAX at the top of the form. If no State tax, submit W-4 indicating "no State tax required.")

See website that has all state tax forms:  https://www.taxadmin.org/state-tax-forms.

https://www.taxadmin.org/state-tax-forms
12.

Certificate of Non-Residence (required when an employee claims State tax deductions for a State other than place of employment; AO obtain correct form and provide to employee).

Contact the U.S. Trustee office for the form.
13. Designation of Beneficiary for Unpaid Compensation – SF 1152 https://www.opm.gov/forms/pdf_fill/sf1152.pdf
 

Benefits Forms

 

14.

Federal Employee Insurance Benefits Overview by U.S. Office of Personnel Management

https://www.opm.gov/healthcare-insurance/
15.

Health Benefits Election Form – SF 2809

https://www.opm.gov/forms/pdf_fill/sf2809.pdf
16.

Life Insurance Election for Federal Employees’ Group Life Insurance Program – SF 2817

https://www.opm.gov/forms/pdf_fill/sf2817.pdf
17.

Designation of Beneficiary, FEGLI Program – OMB Form 3206-0136 / SF 2823

https://www.opm.gov/forms/pdf_fill/sf2823.pdf
18.

Thrift Savings Plan Election Form - TSP-1

https://www.tsp.gov/PDF/formspubs/tsp-1.pdf
19.

Thrift Savings Plan, Designation of Beneficiary - TSP-3

https://www.fws.gov/forms/TSP-3.pdf
20.

Designation of Beneficiary, Federal Employees Retirement System – OMB 3206-0173/SF 3102

https://www.opm.gov/forms/pdf_fill/sf3102.pdf
21.

Designation of Beneficiary, Civil Service Retirement System – OMB Form 3206-0142/SF 2808

https://www.opm.gov/forms/pdf_fill/sf2808.pdf

 

Financial Disclosure Form

 

  22. A Trial Attorney, Auditor, Administrative Officer, and some AUSTs must complete a Confidential Financial Disclosure Report (OMB 3209-0006 / OGE Form 450) A Trial Attorney, Auditor, Administrative Officer, and some AUSTs must complete a Confidential Financial Disclosure Report (OMB 3209-0006/OGE Form 450) https://www.oge.gov/web/OGE.nsf/All%20Documents/60739EAC38F5697785258363005C02C9/$FILE/OGE%20Form%20450%202019%20FINAL.pdf?open
 

 

 

Updated October 3, 2019

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