Forms & Documents

SWCAP Onboarding Forms & Documents

Forms are grouped by function and are designed to be completed and signed online.

Submitting a completed document sends it directly to the appropriate SWCAP receipient in HR and/or Payroll & Benefits.

Benefits Info & Forms

Ref Form/Document Name Description Function
Info Equitable Employee Assistance Program Read to learn more about this benefit. Benefit Information
Info Dental Insurance: Delta Dental Benefit Summary Read to learn more about this benefit. Benefit Information
Info Health Insurance: Quartz 2020 Benefit Overview Read to learn more about this benefit. Benefit Information
Info Health Insurance: Quartz 2020 Benefit Summary Read to learn more about this benefit. Benefit Information
Info Retirement 403(b): Empower 2020 Plan Highlights Read to learn more about this benefit. Benefit Information
Info Short & Long-term and Accidental Death & Dismemberment Insurance: 2020 EPIC Benefit Summary Read to learn more about this benefit. Benefit Information
B1 (All) SWCAP Benefits Summary Read to learn more about SWCAP benefits and costs; circle benefit choices (enroll/decline) and return. Benefits Form
B2 Dental Insurance: Delta Dental Insurance Application Form Complete and return this form if you are enrolling in Delta Dental Insurance, waiving coverage, or changing coverage. Benefits Form
B3 Flexible Spending Account: Healthcare and Dependent Care Application Form Complete and return this form if you are enrolling in or waiving our Healthcare and/or Dependent Care Flexible Spending Account (HCFSA/DCFSA). Benefits Form
B4 Health Insurance: Quartz Insurance Application Form Complete and return this form if you are enrolling in Quartz Health Insurance or changing existing coverage. Benefits Form
B5 Health Insurance: Quartz Insurance Waiver Form Complete and return this form if you are waiving Quartz Health Insurance. Benefits Form
B6 403(b): Empower Retirement Enrollment Form Complete and return this form if you are enrolling in or waiving Empower 403(b) retirement participation. Benefits Form
B7 Short & Long-term and Accidental Death & Dismemberment Insurance: EPIC Insurance Application Form Complete and return this form. SWCAP pays 100% of premiums for this coverage. Benefits Form
B8 Salary Pre/Post Tax Salary Reduction Authorization Complete and return this form if you are enrolling in any SWCAP benefits. This form allows SWCAP to pay your premium share pre-tax or post-tax. Benefits Form
Ref Form/Document Name Description Function
  Personnel Policies Read and understand the SWCAP Personnel Policies, and refer to them as needed. HR Information
P1 Conflict of Interest Statement For employees and board members, signed at onboarding and annually, thereafter. HR Form
P2 Driver License-Insurance Verification Form Completed at time of new hire. Insurance verification should be submitted to payroll upon renewal. HR Form
P3 Emergency Contact Form Completed at time of new hire or change in contacts, submit to payroll. HR Form
P4 Outside Employment Request Form Completed at time of new hire and/or submitted to supervisor when requesting authorization to accept outside employment. HR Form
P5 Personnel Policy Acknowledgement Form Completed at time of new hire to acknowledge receipt of SWCAP Personnel Policies document, submit to payroll. HR Form
P6 Self-Identification Survey The purpose of this Self-Identification Form is to comply with federal government record-keeping and reporting requirements for periodic reporting on EEO, disability and veteran status. HR Form
P7 Direct Deposit Authorization SWCAP uses direct deposit for all paychecks. A voided check and/or official bank document with routing and account information must accompany form. Payroll Form
P8 I-9 Employment Eligibility Verification All U.S. employers must ensure proper completion of Form I-9 for each individual they hire for employment in the United States, within 3 days of first work day. Payroll Form
P9 Tax: Federal Withholding W-4 Complete federal form W-4 so that SWCAP can withhold the correct federal income tax from your pay. Payroll Form
P10 Tax: WI Withholding WT-4 Complete Wisconsin form WT-4 so that SWCAP can withhold the correct state income tax from your pay. Payroll Form
P11 Travel Expenses - Holiday Pro-Rate_65-5 Used to request travel expense reimbursement and/or to pro-rate holiday time. Payroll Form