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COVERALL EDUCATION SAVINGS Account Transfer of Assets FORM SECTION 1: Responsible Individual SECTION 4: Investment Instructions (continued) Responsible Individuals Name (Last, First, Middle Initial)
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What is section 1 responsible individual?
Section 1 responsible individual is the individual who is responsible for providing accurate and complete information in section 1 of the form.
Who is required to file section 1 responsible individual?
Employers are required to ensure that section 1 responsible individual is properly filled out by each employee.
How to fill out section 1 responsible individual?
Section 1 responsible individual should be filled out by the employee by providing their personal information, work authorization status, and signature.
What is the purpose of section 1 responsible individual?
The purpose of section 1 responsible individual is to verify the identity and work authorization of the employee.
What information must be reported on section 1 responsible individual?
The employee must report their full legal name, date of birth, address, social security number, and work authorization documents.
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