WOTC Forms

8850

9061

WOTC Required Forms

• WOTC Pre-Screening Notice and Certification Request – IRS Form 8850 (March 2016)
• WOTC Individual Characteristics Form – ETA 9061 (Nov. 2016)

Spanish Language Forms (Please note Spanish language forms are used for reference only.)

• WOTC Individual Characteristics Form – ETA 9061 – Spanish (pdf)

WOTC Workflow

• Employer gives applicants or new hires the 8850 and 9061 IRS forms to complete and return as part of new hire paperwork.
• CMS reviews 8850 and 9061 IRS forms to determine eligibility.
• Employees are marked as qualified or ineligible based on their responses.
• CMS processes qualified applicants and documentation to the State WOTC agency.
• WOTC agency sends tax credit vouchers to CMS.
• CMS tracks the employee’s hours and wages until they meet WOTC target hours/wages.
• When target hours/wages limits are met, CMS sends the tax credit voucher to the employer.
• Online forms are available through our processing service. Call 1-800-517-9099 to sign up today.

Forms must be submitted to the state workforce agency within 28 calendar days of the employee’s start date.