Welcome to the New Account Questionnaire. Information submitted on this form will provide TEAM with the necessary details to set up your account. This includes information about you and your organization, the account and/or person receiving services, payroll set up, and prospective employees. If you have any additional questions or need any assistance, please contact your dedicated Client Service Specialist, Gretchen Smith, at email@example.com or 619-419-2272.
You indicated employees would be driving a vehicle that will be supplied to them. Please provide a copy of the insurance certificate for the vehicle to TEAM at your earliest convenience.
Please notify the State that the Unemployment Account is no longer active once TEAM becomes the employer.
Concerned Party/Parties: The person(s) identified will sign TEAM’s Memorandum of Understanding (MOU) and become a Joint Employer with TEAM. This is the person who chooses and has day-to-day oversight of the employees. TEAM and the Concerned Party will work together as needed to address employment issues, such as policies, job descriptions, raises, and employee performance. If there is no one in this role, please discuss with TEAM. The Concerned Party is usually either the Service Recipient (if of age and with capacity), or someone who is concerned for the well-being of and has regular contact with the Service Recipient, such as a family member, legal guardian/conservator, or close friend. If there are two people equally involved, please list both. This person should not be you (e.g. not the Trust Officer/Advisor) or an employee of Wells Fargo.
In anticipation of hiring employees for this account TEAM requires some basic setup information including:
If you are providing information for more than 5 employees, please complete this spreadsheet and attach it in the field below. For 5 or fewer employees, proceed to the next screen.