ELECTRONIC 2016 W-2 AND 1095 DISTRIBUTION

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1 ELECTRONIC 2016 W-2 AND 1095 DISTRIBUTION Beginning with the year ending 2016, Northside Independent School District will provide you your IRS Form W-2 statement electronically, via ESS. Every year you will receive notification from Payroll and Human Resources as to when your W-2 and 1095 is available, which for the year ending 2016, will be no later than January 31, You will be able to access/view your W-2 statement for 5 years. In order for you to receive your W-2 and 1095 statements electronically, you must consent (BELOW) to have your statements provided in this manner. If you do not consent to receiving your forms electronically, it will be furnished to you in paper form. Your consent will be continuous until it is revoked by you. You may revoke your consent to receiving your W-2 electronically by notifying the Payroll Director in writing. Mail your revocation to: Northside Independent School District, ATTN: Lori Ganci, Director of Payroll, 5900 Evers Rd, San Antonio, TX or send your revocation via to payroll@nisd.net. NISD will confirm you via of the receipt and effective date of your revocation. The withdrawal of your consent will apply to W-2 statements furnished after the date of your revocation. It will not apply to previously issued W-2 statements. You may revoke your consent to receiving your 1095 electronically by notifying the Benefits Director in writing. Mail your revocation to: Northside Independent School District, ATTN: XXXX XXXXXX, Director of Benefits, 5900 Evers Rd, San Antonio, TX or send your revocation via to benefits@nisd.net. NISD will confirm you via of the receipt and effective date of your revocation. The withdrawal of your consent will apply to 1095 statements furnished after the date of your revocation. It will not apply to previously issued 1095 statements. You may request a paper copy of your W-2 and 1095 statement even though you have consented to electronic receipt. NISD will not consider your request of a paper copy to be a withdrawal of your consent. NISD will provide your W-2 statements to you electronically until you revoke your consent for us to do so or until you terminate your employment with NISD. In such cases, W-2 statements will no longer be furnished in electronic form. In order to retrieve your statement, you will need to access and have an approved login for ESS. (You can access ESS via the link on the intranet.) Consent By logging on to ESS and requesting electronic delivery of forms W-2 and 1095, I understand that I am able to download my annual W-2 statement from Northside Independent School District via ESS. I have received the instructions and understand the process. I consent to the provision of receiving my information in this manner. If I change my mind, I will provide a withdrawal of consent per the instructions provided.

2 Updating the Tax Form Delivery Method in Employee Self Service v11.1 Quick Reference Guide _ 2 P a g e

3 Table of Contents Accessing Employee Self Service (ESS) Resource Page 4 Logging into Employee Self Service 5 Updating Your W-2 and 1095-C Delivery Method(s) 6 3 P a g e

4 Accessing Employee Self Service (ESS) Resource Page STEP 1. From the NISD homepage, click Employee Self Service from the Employee Links menu. STEP 2. The Employee Self Service Help page will appear: STEP 3. Click the EMPLOYEE SELF SERVICE link to access the Employee Self Service Login screen. 4 P a g e

5 Logging into Employee Self Service STEP 1. Click the LOG IN link located at the top right of the screen. STEP 2. USER NAME: enter your "Employee Number" without the e and leading zeros 0. STEP 3. PASSWORD: if you have logged into ESS before enter your password and click the LOGIN button. STEP 4. FIRST TIME USERS PASSWORD: enter the last 4 digits of your Social Security Number as the default password. STEP 5. Click the LOG IN button. 5 P a g e

6 Updating Your W-2 and 1095-C Delivery Method(s) By default, employee 2016 W-2 and 1095-C forms will be printed, delivered to your department/campus, and handed out to each NISD employee. To ONLY receive an ELECTRONIC copy of either form, you must update the associated Delivery Method(s) in ESS using the steps below: STEP 1. Once you have logged in successfully, click the EMPLOYEE SELF SERVICE link from the list on the left. STEP 2. Click the PERSONAL INFORMATION link. STEP 3. The Personal Information screen will appear. 6 P a g e

7 STEP 4. Locate the Tax Form Delivery Options section and click the CHANGE link. STEP 5. The EDIT TAX FORM DELIVERY OPTIONS screen will appear: STEP 6. Select the SELF SERVICE ONLY option under W-2 Delivery Method to receive only an electronic copy of your W-2. STEP 7. Select the SELF SERVICE ONLY option under 1095 Delivery Method to receive only an electronic copy of your 1095-C. STEP 8. Click UPDATE to save your changes. 7 P a g e

8 STEP 9. These changes will now reflect on the PERSONAL INFORMATION screen. 8 P a g e