Forms

The forms listed below are in Adobe PDF format, except as noted.  Most of the Adobe forms are designed to be printed and then filled out, although the "fillable" forms may be filled out online before printing if you have version 7 or later of the Adobe Reader.  After printing and filling out the form, please sign as indicated on the form.  The forms are not designed to be submitted online.  If needed, you may download the free Adobe Reader by clicking the button on the lower right.  If you have problems reading a form, you may need to download the most current version of Adobe Reader.

Benefits

• Dental Claim Form
• Health Plan Claim Form
• MoneyPlu$ Forms
  • Spending Account Enrollment Form (tax-free Medical Spending, Dependent Care Spending, or Health Savings Account)
  • Fillable Claim Form  (Allows you to type your information in the provided fields, print and then sign your form.  Note: you must have Adobe Reader version 7.0 or newer - see download button at right, if needed)
  • MoneyPlu$ Direct Deposit Authorization Form
• Tobacco Certification Form
• 403b Payroll Deduction Form   (pdf 216kb)
• 457b SC Deferred Comp - Payroll Deduction Change Form (pdf 216kb)
• 401k SC Deferred Comp - Payroll Deduction Change Form (pdf 215kb)

Employees

• Employee Name Change Form  (For employees only; students should change name with R&R)
• Employee Educational Assistance Program (EEAP) - EEAP Guidelines and EEAP Application Request Form
• Flexible Work Schedule Agreement and Approval (pdf 123kb) - Guidelines (pdf 84kb)
• Leave Donation Form for Winthrop University Leave Transfer Program (pdf 147kb)
• Outside Employment for Non-Faculty Employees (pdf 17kb)
• Paid Parental Leave Request Form (pdf 263kb) NEW
• Salary Action Request Form (pdf 227kb)
• Volunteer Acknowledgment Form
• Termination Checklist (pdf 107kb)

Employment 

For detailed Employment Procedures refer to the Employment link on the Human Resources menu.

• Background Check
  • Background Check Request Form (complete online)
  • Procedures and Guidelines
  • Self-Disclosure Form Regarding Pending Offense and Conviction (pdf 316kb)
  • Self-Disclosure Form Regarding Student Loan Default (pdf 94kb)
• Dual Employment - Dual Employment Form (pdf 30kb)  Helpful Information Regarding Dual Employment (pdf 28kb)
• Faculty/Unclassified Position Request  Academic Affairs (pdf 92kb)
• Grant or Contract Employee Acknowledgement of Position Status Form (pdf 30kb)
• International Student Pre-Employment Referral (pdf 12kb)
• Personnel Requisition (Non-teaching Positions)  (pdf 754kb)
• Self Identification - Veteran Status (pdf 107kb)
• Exception to Hiring/Salary Freeze Request Form (Guidelines effective 4/1/20)

Payroll

• Defer Payment (for permanent salaried employees working less than 12 months) Payroll Schedule Option Form (pdf 25kb) Existing employees will receive an e-mail regarding the option to begin or end the program each year in early August.
• Direct Deposit is required of employees and should be set up via Wingspan - Employee Dashboard
• Form W-4 Employee Withholding (the federal form may also be updated via Wingspan)
  • IRS Notice 1392 Supplemental Form W-4 Instructions for Nonresident Aliens (pdf 106kb)
  • Form 8233 Exemption from Withholding  "Nonresident Alien" (pdf 281kb) and IRS Form 8233 Instructions (pdf 65kb)  
• Form SC W-4 South Carolina Employee Withholding

Requests for HR-Payroll related Information/Reports

Report Request Form
Organizational Change Request Form (pdf 612kb)