Fillable New Employee Documentation Package Fillable (Carleton University)

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New Employee Documentation Package Fillable (Carleton University)

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EMPLOYEE INFORMATION FORM – CASUAL STAFF
This form is for use within Human Resources. Personal information collected on this form is confidential, and is used by Human Resources for the purpose of
setting up casual employment assignments. Please note that Human Resources may disclose this information to relevant stakeholders as required.
pers_info_form
Were you previously employed at Carleton?
YES NO
Banner ID/Carleton Student number:
Title:
Gender:
M F O U
Legal Last Name
First Name
Middle Name
Preferred First Name (if different from first name)
If Carleton Student:
Undergraduate Graduate Not Carleton Student
Citizenship:
Canadian
Permanent Resident
Temporary Resident – SIN Expiry Date: YYYY-MM-DD Validated by HR:
If you are a temporary resident, fill in your SIN expiry date above and submit a copy of your work or study
permit with the completed package.
Date of Birth:
YYYY-MM-DD
Social Insurance
Number:
SSS-SSS-SSS
Unit #
Address Delivery Line: Box / Street / RR
City/Town
Province/State
Postal/Zip Code
Country
Email Address
Local Telephone (including area code)
Department Name
Supervisor Name
Type of Work to be Performed TA Work Study
Post. Doc. Sessional Lecturer Other
Carleton University policy states all employees are paid by direct deposit to a Canadian bank. Attach a void cheque or direct deposit authorization form with the
employee’s name on it.
Name and address information is shared by Payroll, Human Resources, Student & Development/Alumni Services through the use of the Banner Database.
The information supplied below will update any current name and address information in the Banner System and these updates will be utilized for any mailings from
the aforementioned units.
The above information is collected for the purpose of Payroll Processing and T4/A Reporting. If you have any questions about this form, please visit our FAQ
page (https://carleton.ca/hr/employee-faq/) or contact Human Resources at humanresources@carleton.ca.
Completed package includes:
Personal Information Form
TD1 Form (Federal Tax Form)
TD1-ON Form (Provincial Tax Form)
Confidentiality Agreement Form
Mandatory Training Form
VOID Cheque or signed Direct Deposit Advice with employee’s
name
Temporary residents must also submit:
Letter of Confirmation of Social Insurance Number (SIN)
Photocopy of valid immigration document indicating eligibility to
work (Work Permit or Study Permit)
Office Use:
Previously Set Up
Set Up/Updated Date
By (Initials)
Confirm TD1 completed
_________________
___________
PPAIDEN:
_________________
___________
PEAEMPL:
_________________
___________
GXADIRD:
_________________
___________
PDABDSU/PDADEDN:
_________________
___________
PEABARG:
_________________
___________
PEAREVW
_________________
___________
Banking Validated
_________________
___________
Package Validated
_________________
___________
Submit complete package to Human Resources at humanresources@carleton.ca or 507 Robertson Hall.
in accordance with this law.
information, please contact the Assistant Director, Infrastructure and Renewal (Human Resources). Carleton University is fully compliant with
FIPPA and
endeavours
at all times to treat your personal information
The information provided will not be used for any
purposes other than those stated upon this form unless the applicant provides express written consent. Should you have any questions concerning your personal
The personal information requested on this form is collected in accordance with Sections 38(2) and 41(1) of the Freedom of Information and Protection of Privacy Act (FIPPA), R.S.O. 1990, c.F.31 as amended.
2021-FEB-12
Protected B when completed
TD1
2021 Personal Tax Credits Return
Read page 2 before filling out this form. Your employer or payer will use this form to determine the amount of your tax deductions.
Fill out this form based on the best estimate of your circumstances.
If you do not fill out this form, your tax deductions will only include the basic personal amount, estimated by your employer or payer based on the income
they pay you.
Last name
First name and initial(s) Date of birth (YYYY/MM/DD)
Employee number
Address Postal code
For non-residents only –
Country of permanent residence
Social insurance number
1. Basic personal amount – Every resident of Canada can enter a basic personal amount of $13,808. However, if your net income
from all sources will be greater than $151,978 and you enter $13,808, you may have an amount owing on your income tax and benefit
return at the end of the tax year. If your income from all sources will be greater than $151,978, you have the option to calculate a
partial claim. To do so, fill in the appropriate section of Form TD1-WS, Worksheet for the 2021 Personal Tax Credits Return, and enter
the calculated amount here.
2. Canada caregiver amount for infirm children under age 18 – Either parent (but not both), may claim $2,295 for each infirm child
born in 2004 or later, that resides with both parents throughout the year. If the child does not reside with both parents throughout the
year, the parent who is entitled to claim the "Amount for an eligible dependant" on Line 8 may also claim the Canada caregiver amount
for that same child who is under age 18.
3. Age amount – If you will be 65 or older on December 31, 2021, and your net income for the year from all sources will be $38,893
or less, enter $7,713. If your net income for the year will be between $38,893 and $90,313 and you want to calculate a partial claim,
get Form TD1-WS, Worksheet for the 2021 Personal Tax Credits Return, and fill in the appropriate section.
4. Pension income amount – If you will receive regular pension payments from a pension plan or fund (excluding Canada Pension
Plan, Quebec Pension Plan, Old Age Security, or Guaranteed Income Supplement payments), enter $2,000 or your estimated
annual pension income, whichever is less.
5. Tuition (full time and part time) – If you are a student enrolled at a university or college, or an educational institution certified by
Employment and Social Development Canada, and you will pay more than $100 per institution in tuition fees, fill in this section. If you
are enrolled full time or part time, enter the total of the tuition fees you will pay.
6. Disability amount – If you will claim the disability amount on your income tax and benefit return by using Form T2201, Disability
Tax Credit Certificate, enter $8,662.
7. Spouse or common-law partner amount – If you are supporting your spouse or common-law partner who lives with you and
whose net income for the year will be less than Line 1 (Line 1 plus $2,295 if they are infirm), enter the difference between this amount
and their estimated net income for the year. If their net income for the year will be Line 1 or more (Line 1 plus $2,295 if they are
infirm), you cannot claim this amount. In all cases, if their net income for the year will be $24,604 or less and they are infirm,
go to Line 9.
8. Amount for an eligible dependant – If you do not have a spouse or common-law partner and you support a dependent relative
who lives with you and whose net income for the year will be less than Line 1 (Line 1 plus $2,295 if they are infirm and you cannot
claim the Canada caregiver amount for children under age 18 for this dependant), enter the difference between this amount and
their estimated net income. If their net income for the year will be Line 1 or more (Line 1 plus $2,295 or more if they are infirm), you
cannot claim this amount. In all cases, if their net income for the year will be $24,604 or less and they are infirm and are age 18 or
older, go to Line 9.
9. Canada caregiver amount for eligible dependant or spouse or common-law partner – If, at any time in the year, you support
an infirm eligible dependant (aged 18 or older) or an infirm spouse or common-law partner whose net income for the year will be
$24,604 or less, get Form TD1-WS and fill in the appropriate section.
10. Canada caregiver amount for dependant(s) age 18 or older – If, at any time in the year, you support an infirm dependant
age 18 or older (other than the spouse or common-law partner or eligible dependant you claimed an amount for on Line 9,
or could have claimed an amount for if their net income were under $16,103) whose net income for the year will be $17,256 or
less, enter $7,348. If their net income for the year will be between $17,256 and $24,604 and you want to calculate a partial claim, get
Form TD1-WS and fill in the appropriate section. You can claim this amount for more than one infirm dependant age 18 or older.
If you are sharing this amount with another caregiver who supports the same dependant, get the Form TD1-WS and fill in the
appropriate section.
11. Amounts transferred from your spouse or common-law partner – If your spouse or common-law partner will not use all of
their age amount, pension income amount, tuition amount, or disability amount on their income tax and benefit return, enter the
unused amount.
12. Amounts transferred from a dependant – If your dependant will not use all of their disability amount on their income tax and
benefit return, enter the unused amount. If your or your spouse's or common-law partner's dependent child or grandchild will not use
all of their tuition amount on their income tax and benefit return, enter the unused amount.
13. TOTAL CLAIM AMOUNT – Add Lines 1 to 12.
Your employer or payer will use this amount to determine the amount of your tax deductions.
TD1 E (21) (Ce formulaire est disponible en français.)
Page 1 of 2
Protected B when completed
Filling out Form TD1
Fill out this form only if any of the following apply:
•
you have a new employer or payer and you will receive salary, wages, commissions, pensions, employment insurance benefits,
or any other remuneration
•
you want to change amounts you previously claimed (for example, the number of your eligible dependants has changed)
•
you want to claim the deduction for living in a prescribed zone
•
you want to increase the amount of tax deducted at source
Sign and date it, and give it to your employer or payer.
If you do not fill out this form, your tax deductions will only include the basic personal amount, estimated by your employer or payer based on the income they
pay you.
More than one employer or payer at the same time
If you have more than one employer or payer at the same time and you have already claimed personal tax credit amounts on another Form TD1
for 2021, you cannot claim them again. If your total income from all sources will be more than the personal tax credits you claimed on another
Form TD1, check this box, enter "0" on Line 13 and do not fill in Lines 2 to 12.
Total income less than total claim amount
Check this box if your total income for the year from all employers and payers will be less than your total claim amount on Line 13. Your employer
or payer will not deduct tax from your earnings.
Non-residents (Only fill in if you are a non-resident of Canada.)
As a non-resident of Canada, will 90% or more of your world income be included in determining your taxable income earned in Canada in 2021?
Yes (Fill out the previous page.)
No (Enter "0" on Line 13, and do not fill in Lines 2 to 12 as you are not entitled to the personal tax credits.)
If you are unsure of your residency status, call the international tax and non-resident enquiries line at 1-800-959-8281.
Provincial or territorial personal tax credits return
If your claim amount on Line 13 is more than $13,808, you also have to fill out a provincial or territorial TD1 form. If you are an employee, use the
Form TD1 for your province or territory of employment. If you are a pensioner, use the Form TD1 for your province or territory of residence. Your employer or
payer will use both this federal form and your most recent provincial or territorial Form TD1 to determine the amount of your tax deductions.
If you are claiming the basic personal amount only, your employer or payer will deduct provincial or territorial taxes after allowing the provincial or territorial
basic personal amount.
Note: If you are a Saskatchewan resident supporting children under 18 at any time during 2021, you may be able to claim the child amount on
Form TD1SK, 2021 Saskatchewan Personal Tax Credits Return. Therefore, you may want to fill out Form TD1SK even if you are only claiming the basic
personal amount on this form.
Deduction for living in a prescribed zone
If you live in the Northwest Territories, Nunavut, Yukon, or another prescribed northern zone for more than six months in a row beginning or ending in 2021,
you can claim any of the following:
•
$11.00 for each day that you live in the prescribed northern zone
•
$22.00 for each day that you live in the prescribed northern zone if, during that time, you live in a dwelling
that you maintain, and you are the only person living in that dwelling who is claiming this deduction
Employees living in a prescribed intermediate zone can claim 50% of the total of the above amounts.
For more information, go to canada.ca/taxes-northern-residents.
$
Additional tax to be deducted
You may want to have more tax deducted from each payment, especially if you receive other income, including non-employment
income such as CPP or QPP benefits, or old age security pension. By doing this, you may not have to pay as much tax when you
file your income tax and benefit return. To choose this option, state the amount of additional tax you want to have deducted from
each payment. To change this deduction later, fill out a new Form TD1.
$
Reduction in tax deductions
You can ask to have less tax deducted on your income tax and benefit return if you are eligible for deductions or non-refundable tax credits that are not listed
on this form (for example, periodic contributions to a registered retirement savings plan (RRSP), child care or employment expenses, charitable donations, and
tuition and education amounts carried forward from the previous year). To make this request, fill out Form T1213, Request to Reduce Tax Deductions at
Source, to get a letter of authority from your tax services office. Give the letter of authority to your employer or payer. You do not need a letter of authority if
your employer deducts RRSP contributions from your salary.
Forms and publications
To get our forms and publications, go to canada.ca/cra-forms-publications or call 1-800-959-5525.
Personal information (including the SIN) is collected for the purposes of the administration or enforcement of the Income Tax Act and related programs and activities including
administering tax, benefits, audit, compliance, and collection. The information collected may be used or disclosed for purposes of other federal acts that provide for the imposition
and collection of a tax or duty. It may also be disclosed to other federal, provincial, territorial, or foreign government institutions to the extent authorized by law. Failure to provide this
information may result in interest payable, penalties, or other actions. Under the Privacy Act, individuals have a right of protection, access to and correction of their personal
information, or to file a complaint with the Privacy Commissioner of Canada regarding the handling of their personal information. Refer to Personal Information Bank CRA PPU 120
on Info Source at canada.ca/cra-info-source.
Certification
I certify that the information given on this form is correct and complete.
Signature
It is a serious offence to make a false return.
Date
YYYY/MM/DD
Page 2 of 2
click to sign
signature
click to edit
Protected B when completed
TD1ON
2021 Ontario
Personal Tax Credits Return
Read page 2 before filling out this form. Your employer or payer will use this form to determine the amount of your provincial tax deductions.
Fill out this form based on the best estimate of your circumstances.
Last name
First name and initial(s) Date of birth (YYYY/MM/DD)
Employee number
Address
Postal code
For non-residents only –
Country of permanent residence
Social insurance number
1. Basic personal amount – Every person employed in Ontario and every pensioner residing in Ontario can claim this amount.
If you will have more than one employer or payer at the same time in 2021, see "More than one employer or payer at the same time"
on page 2.
2. Age amount – If you will be 65 or older on December 31, 2021, and your net income from all sources will be $39,546 or less,
enter $5,312. If your net income for the year will be between $39,546 and $74,960 and you want to calculate a partial claim, get
Form TD1ON-WS, Worksheet for the 2021 Ontario Personal Tax Credits Return, and fill in the appropriate section.
3. Pension income amount – If you will receive regular pension payments from a pension plan or fund (excluding Canada Pension
Plan, Quebec Pension Plan, Old Age Security, or Guaranteed Income Supplement payments), enter $1,504, or your estimated
annual pension income, whichever is less.
4. Disability amount – If you will claim the disability amount on your income tax and benefit return by using Form T2201, Disability
Tax Credit Certificate, enter $8,790.
5. Spouse or common-law partner amount – If you are supporting your spouse or common-law partner who lives with you and
whose net income for the year will be $924 or less, enter $9,238. If their net income for the year will be between $924 and $10,162
and you want to calculate a partial claim, get Form TD1ON-WS and fill in the appropriate section.
6. Amount for an eligible dependant – If you do not have a spouse or common-law partner and you support a dependent relative
who lives with you and whose net income for the year will be $924 or less, enter $9,238. If their net income for the year will be
between $924 and $10,162 and you want to calculate a partial claim, get Form TD1ON-WS and fill in the appropriate section.
7. Ontario caregiver amount – You may be supporting an eligible infirm dependant aged 18 or older who is either your or your
spouse's or common-law partner's:
•
child or grandchild
•
parent, grandparent, brother, sister, aunt, uncle, niece or nephew who is resident in Canada
If this is your situation, get Form TD1ON-WS and fill in the appropriate section.
8. Amounts transferred from your spouse or common-law partner – If your spouse or common-law partner will not use all of
their age amount, pension income amount, or disability amount on their income tax and benefit return, enter the unused amount.
9. Amounts transferred from a dependant – If your dependant will not use all of their disability amount on their income tax and
benefit return, enter the unused amount.
10. TOTAL CLAIM AMOUNT – Add lines 1 to 9.
Your employer or payer will use this amount to determine the amount of your provincial tax deductions.
TD1ON E (21) (Ce formulaire est disponible en français.) Page 1 of 2
10,880
Protected B when completed
Filling out Form TD1ON
Fill out this form only if you are an employee working in Ontario or a pensioner residing in Ontario and any of the following apply:
•
you have a new employer or payer and you will receive salary, wages, commissions, pensions, employment insurance benefits, or any other
remuneration
•
you want to change amounts you previously claimed (for example, the number of your eligible dependants has changed)
•
you want to increase the amount of tax deducted at source
Sign and date it, and give it to your employer or payer.
If you do not fill out Form TD1ON, your employer or payer will deduct taxes after allowing the basic personal amount only.
More than one employer or payer at the same time
If you have more than one employer or payer at the same time and you have already claimed personal tax credit amounts on another Form TD1ON for
2021, you cannot claim them again. If your total income from all sources will be more than the personal tax credits you claimed on another Form
TD1ON, check this box, enter "0" on line 10 and do not fill in lines 2 to 9.
Total income less than total claim amount
Check this box if your total income for the year from all employers and payers will be less than your total claim amount on line 10.
Your employer or payer will not deduct tax from your earnings.
Additional tax to be deducted
If you wish to have more tax deducted, fill in "Additional tax to be deducted" on the federal Form TD1.
Reduction in tax deductions
You can ask to have less tax deducted on your income tax and benefit return if you are eligible for deductions or non-refundable tax credits that are not listed
on this form (for example, periodic contributions to a registered retirement savings plan (RRSP), child care or employment expenses, charitable donations, and
tuition and education amounts carried forward from the previous year). To make this request, fill out Form T1213, Request to Reduce Tax Deductions at
Source, to get a letter of authority from your tax services office. Give the letter of authority to your employer or payer. You do not need a letter of authority if
your employer deducts RRSP contributions from your salary.
Forms and publications
To get our forms and publications, go to canada.ca/cra-forms-publications or call 1-800-959-5525.
Personal information (including the SIN) is collected for the purposes of the administration or enforcement of the Income Tax Act and related programs and
activities including administering tax, benefits, audit, compliance, and collection. The information collected may be used or disclosed for purposes of other
federal acts that provide for the imposition and collection of a tax or duty. It may also be disclosed to other federal, provincial, territorial, or foreign government
institutions to the extent authorized by law. Failure to provide this information may result in interest payable, penalties, or other actions. Under the Privacy Act,
individuals have a right of protection, access to and correction of their personal information, or to file a complaint with the Privacy Commissioner of Canada
regarding the handling of their personal information. Refer to Personal Information Bank CRA PPU 120 on Info Source at canada.ca/cra-info-source.
Certification
I certify that the information given on this form is correct and complete.
Signature
It is a serious offence to make a false return.
Date
Page 2 of 2
click to sign
signature
click to edit
CONFIDENTIALITY AGREEMENT
WITH
CARLETON UNIVERSITY
I hereby acknowledge that I am employed in a position of trust and in the course of carrying out,
performing and fulfilling my duties I will have access to and will be entrusted with confidential
information concerning the business and/or employees of the University.
For good and valuable consideration I strictly covenant and agree that all confidential information of the
University disclosed to me in connection with my employment shall be held in the strictest confidence
and that I shall not, during my employment with Carleton University or at any time thereafter,
communicate or disclose to any person, firm, organization, association or entity whatsoever other than
Carleton University’s qualified employees, any confidential information or other private affairs of the
Employer. Nor shall I make use of such information for my personal use or benefit or for the use or
benefit of any other person, firm, organization, association, University or entity whatsoever other than
Carleton University, or assist others in so doing.
_______________________________________ _____________________________
Signature Date
_______________________________________ _____________________________
Name – Please Print BANNER ID/Employee/Student Number
click to sign
signature
click to edit
January 2018
Mandatory Training
I hereby acknowledge that I am responsible for completing the following training no later than two weeks following my
start date of employment with Carleton University:
The mandatory training can be found in Carleton Central under the ‘Employee Services’ tab, then ‘Learning and
Professional Development’ and under ‘Online Courses’:
1. AODA Customer Service Standard – found here: http://central.carleton.ca
Module 1 – Understanding the AODA and the Accessibility Standards for Customer Service
Module 2 – Communicating with Customers with Disabilities
Module 3 – Serving Customers with Disabilities
All three modules must be completed to qualify as completing the course.
2. AODA Employment Standard Training – found here: https://carleton.ca/culearn/
Enrolment Key: training
3. AODA Information and Communications Training – found here: https://carleton.ca/culearn/
Enrolment Key: training
4. Workplace Violence and Harassment Prevention Training – 1 Module
You may also register through the EHS website at:
www.carleton.ca/ehs/programs/workplace-violence-and-
harassment
5. Worker Health and Safety Awareness – 1 Module
If you do not find this training already on your MyCourses, you may self-enroll by accessing the “Worker Health
and Safety Awareness” here: https://carleton.ca/culearn
Once you have entered your CarletonOne credentials, you will be asked to enroll.
Enrolment key: stay safe
For more information, please visit: carleton.ca/accessibility/aoda/
________________________________ _________________________________
Signature Date
________________________________ _________________________________
Name – Please Print BANNER ID/Employee/Student Number
Please return the signed form to Human Resources – 507 Robertson Hall
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Completed 10 March 2021

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