Fill a Valid Illinois Ui 28 Template

Illinois Ui 28 - Usage Guidelines

After identifying an overpayment on your account with the Illinois Department of Employment Security (IDES), you might decide to request a refund. Fortunately, the UI-28 Refund Request Form simplifies this process, whether you prefer receiving your refund via direct deposit or as a paper check. Following a systematic approach to filling out this form ensures your request is processed efficiently and correctly. Here's what you need to do:

1. Access MyTax Illinois: Visit http://mytax.illinois.gov and log into your account. For those who'd rather not use the online method, ready your information for mailing or faxing.
2. Enter Employer Information: On the UI-28 form, start by entering your UI Account Number, Employer Name, and Mailing Address in the fields provided. Make sure this information matches what's on your contribution report to avoid any discrepancies.
3. Specify the Basis of Your Claim: Provide a detailed explanation of the overpayment in ITEM A to clarify why you're entitled to a refund. Attach additional sheets if necessary to ensure all relevant facts are included.
4. Identify the Year: For ITEM B, enter the year your claim pertains to. Remember, a separate UI-28 form is needed for each calendar year you're claiming a refund for.
5. Describe the Payments: Under ITEM C, list each payment that contributes to the overpayment. Include the date of payment, the original amount of payment, and the amount you believe should be refunded. Calculate and enter the total amount of your claim at the bottom of this section.
6. Choose Your Refund Method: Decide if you want your refund issued through Direct Deposit or as a Paper Check. Selecting Direct Deposit requires you to complete page 4 of the UI-28 form.
7. If opting for Direct Deposit, fill in your bank's name, routing number, account number (confirm by re-entering it), and the type of account. Ensure the name on the bank account is clearly specified.
8. Sign and Date the UI-28 form. Your signature, printed name, official title, and the date confirm the accuracy of the information provided. Note that a Power of Attorney must be on file if the form is signed by someone other than an owner, partner, officer, or authorized agent.
9. For a Paper Check, fax only Page 3 to 217-557-1948. If you chose Direct Deposit, fax both Pages 3 and 4 to the same number, ensuring they are in the correct order.

Once your UI-28 Refund Request Form is submitted, it will undergo a review process. The IDES may conduct a field investigation or audit as part of this process. Ensure that all information provided is complete and accurate, as any discrepancies could delay the processing of your claim or lead to denial. Should you encounter any issues or have questions regarding the form or process, the IDES Employer Hotline (1-800-247-4984) is available to assist you.

1. What is the UI-28 Refund Request Form and who should use it?

   The UI-28 Refund Request Form is a document provided by the Illinois Department of Employment Security (IDES) for employers to request a refund for an overpayment of unemployment insurance contributions. Employers who have made an overpayment on their account and wish to either apply the overpayment to future contributions or request a refund can use this form. This includes the option to adjust individual worker’s wages not previously corrected by completing an additional Form UI-40C.

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

   Employers have the option to submit the UI-28 Refund Request Form either online through MyTax Illinois or by mailing or faxing a paper copy. The preferred and most efficient method is online submission:

   • Log into the MyTax Illinois website (http://mytax.illinois.gov).
   • Navigate to the Unemployment Insurance link and click on the “Request a Refund” link under the “I Want To” section.
   Alternatively, employers can fax the completed form to 217-557-1948 or mail it to the IDES Refund Unit at 33 South State Street, 10th Floor, Chicago, Illinois, 60603. If choosing Direct Deposit as the refund method, Page 4 of the form must also be completed and submitted.

3. Are there any deadlines for submitting a refund request using the UI-28 form?

   Employers have three years from the date of the overpayment to use the credit on their account towards future contributions 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, the deadline is extended to June 30, 2018, or three years from the date of the overpayment, whichever is later. It is important for employers to submit their request within these time frames to ensure eligibility for a refund.

4. How should the UI-28 form be completed?

   To complete the UI-28 form, employers need to provide detailed information including:

   • Employer name and account number as they appear on the contribution report.
   • Current mailing address (note that a change of address on this form does not constitute an official address change with IDES).
   • Detailed explanation of the overpayment and justification for the refund request (Item A).
   • Specific year the claim pertains to (Item B).
   • Description of payments made, including dates, original amounts, and the amounts to be refunded (Item C).
   For refunds via Direct Deposit, employers must also complete the Direct Deposit Authorization on Page 4. The form must be signed by an authorized individual within the company, such as an owner, partner, officer, or authorized agent.

When filling out the Illinois UI-28 form, meant to request a refund from the Illinois Department of Employment Security (IDES), individuals often make mistakes that can delay or even jeopardize their refund process. Here's a breakdown of common errors to avoid:

1. Not submitting the form online: The quickest and easiest way to submit your UI-28 Refund Request is through the MyTax Illinois website. Avoiding the online submission can lead to unnecessary delays.
2. Entering incorrect account information: It's crucial to enter your name and account number exactly as they appear on your contribution report to avoid processing errors.
3. Incomplete address updates: If you have a new address, simply entering it on the UI-28 form won't officially update your address with IDES. You must also update your address through MyTax Illinois, by mailing a UI-50A Notice of Change to the Department, or by contacting the department directly.
4. Vague descriptions in the BASIS OF CLAIM section: Failing to provide complete information about the nature of your overpayment can delay processing. It's important to detail the facts that entitle you to a refund thoroughly.
5. Forgetting to include the applicable year: You must enter the year relevant to your claim in ITEM B. Each year requires a separate claim form.
6. Incorrect payment information: When listing payments for which a refund is requested, ensuring accurate dates of payment, original amounts, and amounts to be refunded is essential for a smooth process.
7. Mismatched total claim amount: The total amount of your claim entered must match the sum of the totals in the "Amount to be Refunded" column. Discrepancies can lead to delays.
8. Failing to sign the form: The UI-28 form must be signed and dated by an owner, partner, officer, or authorized agent within the employing enterprise. Unsigned forms will not be processed.
9. Direct Deposit errors: If opting for Direct Deposit, filling out the Direct Deposit Authorization accurately is crucial. Errors in bank information can prevent the timely receipt of your refund.
10. Incorrect faxing: If you choose Direct Deposit, you must fax both pages 3 and 4. Only faxing page 3, or faxing them out of order, can delay your refund.

In conclusion, a keen eye for detail and following the instructions provided carefully can ensure the smooth processing of your UI-28 refund request. Avoiding these common mistakes will help speed up the refund process, getting your funds to you more quickly and efficiently.

When dealing with the Illinois UI-28 Refund Request Form, utilized by employers to request a refund on their unemployment insurance contributions, it is essential to be familiar with various other forms and documents that often accompany or are required in similar administrative processes. This form, part of the larger bureaucratic mechanism designed to ensure accurate accounting and fair charges in the unemployment insurance system, fits into a network of documentation aimed at facilitating employer compliance and operational efficiency.

• UI-50A Notice of Change: Employers must update their address using this form. It ensures that all correspondence from the Department of Employment Security reaches the right hands.
• UI-40C Employers Correction Report: This document accompanies the UI-28 when adjustments to individual worker wages not previously corrected are necessary. It’s vital for ensuring the accuracy of wage reporting.
• MyTax Illinois Registration: Although not a form, registration on MyTax Illinois is crucial. It’s the online platform through which employers submit their UI-28 form and manage other tax-related functions.
• Power of Attorney Form: When the UI-28 is signed by someone other than an owner, partner, officer, or authorized agent within the employing enterprise, a Power of Attorney must be on file, authorizing the signatory to act on behalf of the employer.
• Quarterly Contribution and Wage Report: Regular submission of this report is necessary for accurate record-keeping and unemployment insurance contribution tracking.
• Annual Tax Rate Notice: This notice informs employers of their unemployment insurance tax rate for the year. It’s often reviewed in tandem with the UI-28 form to ensure correct contribution calculations.
• IDES Employer Update: Not a single form but a resource provided by the IDES, offering regular updates that may impact how employers manage their unemployment insurance contributions and refunds.
• Interest and Penalty Waiver Request: Employers may need to request waivers for penalties or interest due on late contributions. This document is critical when financial adjustments are necessary.

Understanding these forms and documents can significantly streamline the administrative responsibilities of employers in Illinois, ensuring not only compliance with the state’s unemployment insurance system but also enhancing the operational efficiency of managing employee contributions and potential refunds. Each document serves a specific purpose towards maintaining clear, accurate, and up-to-date records with the Illinois Department of Employment Security. Familiarity with these forms ensures employers can navigate the complexities of unemployment insurance contributions with confidence and precision.

The Illinois UI-28 form is similar to other documents used in unemployment insurance and tax matters due to its function of facilitating refunds or credit applications. Among these, two notable examples are the Federal Form 843 ("Claim for Refund and Request for Abatement") and State Unemployment Tax Act (SUTA) forms used in other states.

The Federal Form 843 is utilized to request a refund of overpaid taxes, penalties, and interests or to request abatement of certain taxes, penalties, or interest. Like the Illinois UI-28 Form, it serves a crucial role in rectifying financial discrepancies related to tax matters. Both forms require detailed information about the taxpayer or employer, the nature of the overpayment or financial discrepancy, and a thorough explanation supporting the request for a refund or abatement. Moreover, these forms also necessitate an authoritative signature, verifying the accuracy of the information provided and the legitimate authority of the individual making the request.

State Unemployment Tax Act (SUTA) forms in other states, which are comparable to the UI-28, are designed for businesses to report unemployment insurance contributions or to request refunds for overpayment. These forms, while varying in specific requirements and design from state to state, share the Illinois UI-28 form's core objective of ensuring accurate unemployment insurance fund contributions. Both sets of forms require employers to provide their business details, a breakdown of payments made, and, if necessary, the basis for requesting a refund. They are central to maintaining the integrity and financial balance of the unemployment insurance system, assisting in the proper allocation of funds, and correcting financial errors when they occur.

When filling out the Illinois UI-28 form, individuals should exercise attention and precision. Here are nine things to keep in mind to ensure the process is completed correctly and efficiently:

• Do log onto the MyTax Illinois website to submit your UI-28 Refund Request online for a quicker and easier submission process.
• Do enter your name and account number exactly as it appears on your contribution report to avoid any misunderstandings or processing delays.
• Do provide a detailed explanation of the nature of the overpayment in ITEM A to ensure a clear understanding of your claim for an adjustment or refund.
• Do accurately enter the total amount of your claim in the designated section, ensuring it equals the sum of the amounts in the Amount to be Refunded column.
• Do sign the form and include your official title and the date to validate the request, as an unsigned form could result in a denial of your refund request.
• Don’t submit the form without checking that all required fields have been completed correctly; incomplete forms could delay processing and potentially result in denial.
• Don’t forget to select your preferred refund method by indicating either Direct Deposit or Paper Check. If choosing Direct Deposit, remember to complete and return page 4 along with page 3.
• Don’t use an address on the form that differs from the one currently on record without making an official change of address request through the proper channels outlined in the instructions.
• Don’t hesitate to contact the IDES Employer Hotline if you have any questions or require further clarification on filling out the UI-28 form or on the refund process in general.

There are several misconceptions surrounding the Illinois UI-28 form, which can cause confusion for individuals and employers looking to request a refund from the Illinois Department of Employment Security (IDES). Let’s dispel some of these myths for clarity.

• Misconception 1: The UI-28 form is only for employers. While it's primarily designed for employers to request refunds for overpayment on their accounts, it's essential to note that the refund process impacts both employers and employees. Overpayment corrections may affect employees' wage records and, consequently, their benefits.
• Misconception 2: Refunds can only be issued as paper checks. The UI-28 form clearly offers two refund options: direct deposit or paper check, providing flexibility in how you receive your refund. Choosing direct deposit can expedite the refund process.
• Misconception 3: Address changes can be made using the UI-28 form. By completing the UI-28 form, changing an address that differs from what's on record doesn't count as an official change. For address updates, additional steps are required through MyTax Illinois, by mailing a UI-50A Notice of Change, or by contacting the Department directly.
• Misconception 4: Submission through mail or fax is the only way. While the form can indeed be submitted through faxing or mailing, the best and most efficient method to request a refund is online via MyTax Illinois. This platform offers a fast, secure, and easy way to request refunds and access other services.
• Misconception 5: The form can be used indefinitely for multiple years. A separate UI-28 form must be submitted for each calendar year you're filing a claim for. This means one cannot use a single form to request refunds for multiple years, ensuring that each claim is accurately handled and documented according to the specific year it pertains to.

Understanding these nuances of the UI-28 refund request form ensures that the process is handled smoothly and efficiently. For any further questions or clarifications, contacting the IDES Employer Hotline is recommended.

Filling out and using the Illinois UI-28 form correctly is crucial for ensuring timely refunds on your unemployment insurance contributions. Here are key points to consider:

• The Illinois Department of Employment Security (IDES) now offers two options for receiving refunds: either via direct deposit or a paper check. This flexibility allows users to choose the method that best suits their convenience.
• For the fastest and most efficient service, submitting the UI-28 Refund Request form is recommended to be done online through MyTax Illinois. This platform not only streamlines the submission process but also offers additional features beneficial to employers.
• The process to request a refund is straightforward: log in to MyTax Illinois, navigate to the Unemployment Insurance section, and click on the “Request a Refund” link under the “I Want To” section.
• Aside from refund requests, MyTax Illinois allows users to submit quarterly contribution and wage reports, view tax letters and correspondence, request waivers for interest and penalties, and much more.
• For any questions or concerns regarding using MyTax Illinois or the UI-28 form, the IDES Employer Hotline is available at 1-800-247-4984 for assistance.
• When completing the UI-28 form, it's important to provide detailed information about the nature of your overpayment to ensure the processing of your claim without unnecessary delays.
• A separate UI-28 Refund Request Form must be submitted for each calendar year for which a claim is filed, and if adjustments for individual worker’s wages are necessary, Form UI-40C must also be completed and submitted.
• It’s essential to enter the employer’s name and account number accurately as it appears on your contribution report to avoid issues in processing your refund request.
• Finally, keep in mind that all refund claims are subject to field investigation and audit, and providing accurate and complete information is paramount to facilitate a smooth refund process.

Adhering to these guidelines will help ensure that your request is processed efficiently, allowing you to receive any overpayment refunds promptly and accurately.