Free Illinois Ui 28 Template

Detailed Guide for Filling Out Illinois Ui 28

Following the correct steps to fill out the Illinois UI-28 form ensures that you can request a refund for an overpayment on your unemployment insurance contributions effectively. Whether you choose to get this refund through direct deposit or a paper check, the procedure is designed to be straightforward and user-friendly. Given the importance of accuracy in this process, here are the detailed steps you need to take to complete and submit this form.

1. Begin by visiting the MyTax Illinois website at http://mytax.illinois.gov.
2. Locate and click on the Unemployment Insurance link available on the homepage.
3. Under the “I Want To” section, find and click on the “Request a Refund” link.
4. To proceed, follow the instructions provided to submit your UI-28 Refund Request online. This method is recommended for its ease and efficiency.
5. If you prefer to submit the form manually, first download the UI-28 Refund Request Form from the www.ides.illinois.gov/MyTaxUI website.
6. Complete the form starting with your UI Account Number and Employer Name exactly as they appear on your contribution report.
7. Provide your Mailing Address, City, State, and Zip Code in the designated fields.
8. In ITEM A: BASIS OF CLAIM, detail the nature of the overpayment and all relevant facts supporting your request for a refund. Attach additional sheets if necessary.
9. For ITEM B: FOR THE YEAR, enter the year to which the claim pertains. Remember, a separate form is required for each calendar year you are claiming a refund for.
10. In the DESCRIPTION OF PAYMENTS section, list each payment for which a refund is requested, including the date of payment, original amount, and the amount to be refunded. Calculate and enter the total amount of this claim at the bottom of this section.
11. Select your preferred refund method: Direct Deposit or Paper Check. If choosing Direct Deposit, ensure to complete Page 4 with your bank information.
12. Sign the form with your Printed Name, Signature, Official Title, and Date. Ensure that the person signing has the authority to act on behalf of the employer.
13. If opting for Direct Deposit, ensure both pages 3 and 4 are completed and fax them to 217-557-1948. For a Paper Check, only page 3 needs to be faxed.

Finally, remember that correctly filling out and promptly submitting the UI-28 form is crucial for the processing of your refund request. Should any questions arise during this process, contacting the IDES Employer Hotline at 1-800-247-4984 can provide you with the assistance you need. Keep in mind the three-year limitation period from the date of overpayment to use the credit or request a refund, ensuring your claim is timely.

1. What is the UI-28 Refund Request Form?

   The UI-28 Refund Request Form is a document provided by the Illinois Department of Employment Security (IDES) that allows employers to request a refund for overpayments made towards unemployment insurance contributions. Employers can choose to receive their refund through direct deposit or a paper check.

2. How can I submit the UI-28 Refund Request Form?

   To submit the UI-28 Refund Request Form, the best method is to do so online via the MyTax Illinois website. After logging in, click on the Unemployment Insurance link and select "Request a Refund" under the "I Want To" section. Alternatively, employers can complete the form and fax it to 217-557-1948 or mail it to the IDES Refund Unit in Chicago.

3. What other features are available online at MyTax Illinois?

   Beyond submitting refund requests, MyTax Illinois offers a variety of features for employers, including the ability to submit quarterly contribution and wage reports, make payments securely, view tax letters and correspondence, request waivers for interest and penalties, view new annual tax rates, and maintain Power of Attorney relationships.

4. What is the deadline for requesting a refund using the UI-28 form?

   Employers have three years from the date of the overpayment to use the credit or to request a refund. However, for overpayments occurring on or after January 1, 2015, and before the effective date of House Bill 2699 of the 100th General Assembly, employers had until June 30, 2018, or three years from the date of the overpayment, whichever was later, to request a refund.

5. Do I need to submit separate forms for each calendar year?

   Yes, a separate UI-28 Refund Request Form must be submitted for each calendar year for which a claim is filed. If adjusting individual worker's wages not previously corrected, the Form UI-40C must also be completed and submitted with the UI-28 form.

6. How should I complete the UI-28 form?

   When completing the UI-28 form, enter your name and account number as they appear on your contribution report and your current address. Provide detailed information on the basis of your claim, fill in the applicable year, and describe the payments for which a refund is requested. Ensure to sign and date the form with the official title. If opting for direct deposit, complete the necessary bank information on the last page.

7. What happens if I provide incomplete information?

   Failure to provide complete information when filling out the UI-28 form may delay the processing of your claim and could result in its denial. It is important to give a detailed account of the nature of the overpayment and fully state the facts that entitle you to an adjustment or refund.

When filling out the Illinois UI-28 form, which is designed for the refund request of unemployment insurance overpayments, individuals commonly make several mistakes. These mistakes can cause delays in processing the refund request or potentially result in a denial.

1. Not using the name and account number exactly as it appears on the contribution report. Accuracy in these details is crucial for the identity verification process and to ensure the refund is correctly attributed.
2. Failure to update the address officially with the Department of Employment Security if the current mailing address has changed. Merely entering a new address on the UI-28 form does not constitute an official change, which can lead to correspondence and refund issuance delays.
3. Not providing a detailed explanation in Item A (Basis of Claim). A clear and comprehensive description is necessary to explain the nature of the overpayment and support the claim for a refund.
4. Omitting relevant details or additional sheets when necessary. If the space provided in the form is insufficient, the claimant should attach additional sheets, ensuring all pertinent information is communicated effectively.
5. Incorrectly entering payment details or omitting payments for the claimed year in Item C (Description of Payments). This section requires accurate input of payment dates, original amounts, and the amounts to be refunded for each quarter.
6. Forgetting to select the preferred method of refund receipt (Direct Deposit or Paper Check). This choice significantly influences how quickly the refund will be received.
7. Not completing the Direct Deposit Authorization section accurately if this refund method is selected. Mistakes in bank information can result in delays or lost refunds.
8. Submitting the form without the necessary signature, title, and date. The form must be signed by an authorized individual to affirm that the provided information is true and correct.
9. Overlooking the requirement for a Power of Attorney to be on file if the form is signed by someone other than an owner, partner, officer, or authorized agent of the employing enterprise. This oversight can lead to the rejection of the request.

In order to ensure a smooth and efficient refund process, it is imperative that individuals avoid these common mistakes when completing and submitting the Illinois UI-28 form. Attention to detail and adherence to the instructions provided by the Illinois Department of Employment Security can aid in this endeavor.

When dealing with the Illinois Unemployment Insurance (UI) processes, the UI-28 Refund Request Form is not the only document employers might need to familiarize themselves with. There are various documents and forms that often accompany the UI-28 form, each serving a specific purpose in the broader context of unemployment insurance, wage reporting, and employer contributions. Here's a look at some of these essential documents:

• UI-3/40: This is the Employer's Quarterly Contribution and Wage Report. Employers use this form to report individual employee wages and unemployment insurance contributions for each quarter.
• UI-50A: Notice of Change Form. Employers should use this form to report any changes to their business information, such as address updates or changes in ownership.
• UI-40C: Employer's Correction Report for the Quarter Ending. This form is necessary for making adjustments to previously submitted wage and contribution reports.
• UI-2600: Application for Adjustment of Employer's Contribution or Reimbursement Rate. Employers seeking to adjust their contribution or reimbursement rate based on their unemployment insurance account's condition must use this form.
• UI-5: Quarterly Report of Wages Paid to Each Worker. This detailed wage report complements the UI-3/40 form, providing individual earnings records for all employees.
• UI-BP-LOA: Power of Attorney. Employers use this document to authorize another individual or entity to act on their behalf regarding unemployment insurance matters.
• UI-HA: Application for Voluntary Contribution. Employers can voluntarily contribute to their unemployment insurance account to potentially lower their future tax rates.
• UI-DoR-1: Request for Information from the Department of Revenue. This form is for employers who need to obtain specific tax-related information for unemployment insurance purposes.
• IDES Direct Deposit Form: Though not specifically numbered, this form is crucial for employers who opt to receive their refunds or make payments via direct deposit, similar to the option on the UI-28 form's last page.

Understanding and correctly utilizing these documents can significantly streamline the often complex processes associated with managing unemployment insurance matters in Illinois. Each form fulfills a unique role in ensuring employers remain compliant with state regulations while efficiently managing their contributions and addressing any discrepancies that may arise. Ensuring accurate and timely submission of these forms supports a transparent, fair, and functional unemployment insurance system benefiting both employers and employees alike.

• Form UI-50A, Notice of Change: Similar to the UI-28 Refund Request Form, the UI-50A form is used by employers to communicate updates to the Illinois Department of Employment Security, particularly for changes in address. Both forms facilitate communication between employers and the department, ensuring accurate records are maintained for administrative purposes.

• Form UI-40C, Employers Correction Report: This form complements the UI-28 by allowing employers to correct wage reports that have not been previously amended. Like the UI-28 Refund Request Form, the UI-40C is an essential document for rectifying past reports to the Illinois Department of Employment Security. Both forms are crucial for maintaining accurate financial and employment records.

• Quarterly Contribution and Wage Report: Although not mentioned by a specific form number in the UI-28 information, this type of report is inherently similar because it involves detailed financial reporting to the Illinois Department of Employment Security. Employers must submit these reports regularly, similar to how the UI-28 form is used to request refunds or adjust contributions based on detailed financial disclosures.

• Power of Attorney (PoA) Form: This document is mentioned in the context of the UI-28 form, emphasizing its importance for authorizing individuals to act on behalf of an employer in financial and administrative matters with the Illinois Department of Employment Security. Both the PoA form and the UI-28 involve delegation and authorization dynamics crucial for managing unemployment insurance matters.

• Direct Deposit Authorization Form: This is part of the UI-28 form document package for those who opt for the direct deposit refund method. It is specifically designed to capture banking details necessary for the refund process. This form shares a functional similarity with the main UI-28 refund request by facilitating financial transactions between the employer and the Illinois Department of Employment Security.

When filling out the Illinois UI-28 form, it's essential to follow certain guidelines to ensure the process runs smoothly and efficiently. Be mindful of both the actions you should take and those you ought to avoid. Below, find a categorized list of do's and don'ts to assist you with this task.

Things You Should Do

1. Verify that all information entered matches the details on your contribution report, particularly your name and account number. Accuracy is key to avoid processing delays or mistakes.
2. Choose your refund method thoughtfully. Whether opting for Direct Deposit or a Paper Check, consider the method that best fits your convenience and financial preferences.
3. Provide a comprehensive explanation for the basis of your claim. Clearly state the reasons and circumstances that warrant your refund request. If the space provided is insufficient, continue on a separate sheet, ensuring it becomes an integral part of your claim.
4. Sign the form with the official title and date. This action certifies the authenticity and validity of the information provided and confirms your authority to request a refund on behalf of the entity mentioned.

Things You Shouldn't Do

• Do not enter an address on the UI-28 form expecting it to serve as an official change of address. If your address has changed, follow the appropriate channels for updating your records with the Department.
• Avoid submitting incomplete forms. Failing to supply all required information or attachments could delay the processing of your claim or lead to a denial.
• Do not delay in submitting your claim. Be mindful of the three-year limit from the date of overpayment to request a refund, or align with the specific timeframe if your overpayment occurred around the effective date of House Bill 2699.
• Refrain from requesting a refund for the same erroneous payment more than once. Duplicate claims can complicate the processing and extend the resolution timeline.

When navigating the requirements and processes for submitting a UI-28 Refund Request Form in Illinois, employers and agents may encounter several misconceptions or misunderstandings. Addressing these can help ensure that claims are processed efficiently and accurately.

• Online submission is the only option: While it's recommended to submit the UI-28 form online through MyTax Illinois for ease and speed, employers also have the option to fax it to 217-557-1948 or mail it to the Department of Employment Security Refund Unit in Chicago.

• Direct deposit is not available: Contrary to this belief, the updated UI-28 form provides options for receiving refunds either through direct deposit or as a paper check, giving employers flexibility in how they receive their funds.

• Any adjustment affects contribution rates: Correcting individual worker's wages with the Form UI-40C, which is submitted along with the UI-28, might impact an employer’s future contribution rate. However, not all adjustments will result in a rate change—it depends on the nature of the correction.

• A single form covers multiple years: Employers must submit a separate UI-28 form for each calendar year for which they are claiming a refund. One form cannot cover multiple years of claims.

• Changing address on the UI-28 will update records: Submitting a new address on the UI-28 form does not constitute an official change of address. Employers must follow specific procedures to update their address with the Department.

• There's no deadline for refund requests: There is a three-year deadline from the date of overpayment for using the credit or requesting a refund, with specific exceptions for overpayments occurring within certain dates specified by House Bill 2699 of the 100th General Assembly.

• All refund claims are automatically approved: Each claim for an adjustment or refund is subject to field investigation and audit at the discretion of the Director, meaning approval is not guaranteed.

• Completing the form is sufficient for a change of ownership: If the form is signed by someone without explicit authorization or outside of designated roles (owner, partner, officer, or authorized agent), a Power of Attorney must be on file to validate the submission.

• Refund processing times are standard: The processing time for a refund can vary greatly depending on the details of the claim, the current workload of the refund unit, and if the claim requires further investigation or auditing.

• Faxed or mailed submissions delay processing: While online submissions are typically faster, faxed or mailed requests are processed thoroughly. The choice of submission method should be based on the employer's convenience and access to online services.

Understanding these misconceptions about the Illinois UI-28 Refund Request Form and its processes can help employers navigate the system more effectively, leading to smoother transactions with the Illinois Department of Employment Security.

Filling out and using the Illinois UI-28 form is a critical process for employers who are seeking a refund due to an overpayment on their account. Here are six key takeaways to consider:

• The UI-28 form allows for a refund request due to overpayment, which can be applied to future contributions or requested as a refund through direct deposit or paper check.
• For the most efficient and streamlined process, submitting your UI-28 Refund Request online via the MyTax Illinois website is recommended.
• You have a three-year period from the date of the overpayment to utilize the credit or request a refund, except for overpayments that occurred between January 1, 2015, and the effective date of House Bill 2699 of the 100th General Assembly. In those cases, the deadline is either June 30, 2018, or three years from the date of overpayment, whichever is later.
• To correct individual worker’s wages not previously adjusted, Form UI-40C must be completed and submitted along with the UI-28 form. This correction may affect your contribution rate.
• All claims for adjustments or refunds are subject to a field investigation and audit by the Director's discretion, highlighting the importance of accurate and complete submission.
• The form requires detailed information, including the basis of claim and description of payments, and must be signed by an authorized individual within your company. Failure to provide complete information may delay processing or result in denial of the claim.

It's crucial to carefully review and accurately complete the Illinois UI-28 form to facilitate a smooth and efficient refund process. Meeting all requirements and submitting within the designated time frames will help ensure your request is processed without unnecessary delays.