Fill in a Valid Illinois Ui 28 Template

What is the Illinois UI-28 form?

The Illinois UI-28 form is a Refund Request Form used by employers who have made an overpayment in their unemployment insurance contributions. This form allows them to request a refund for that overpayment. It’s essential to fill out the form accurately to ensure prompt processing of your request.

How can I submit the UI-28 form?

You can submit your UI-28 formed online through MyTax Illinois, which is the recommended method. To do this:

1. Visit the MyTax Illinois website at mytax.illinois.gov .
2. Click on the "Unemployment Insurance" link.
3. Select the “Request a Refund” option under the “I Want To” section.

If you prefer, you can also complete the form and fax it to 217-557-1948 or mail it to the IDES Refund Unit at their Chicago address.

What are the new refund options available?

As of the latest updates, you can now choose to receive your refund by either:

• Direct Deposit
• Paper Check

Be sure to select your preferred method when filling out the form.

What should I include in my refund claim?

In your refund claim, you need to provide the following information:

• Your name and account number as they appear on your contribution report.
• Your current address (ensure it matches IDES records).
• A detailed explanation of the nature of the overpayment.
• The year applicable to your claim.
• A description of the payments made, including the date, the original amount, and the amount to be refunded.

Inclusion of complete information will expedite processing.

What happens if I do not submit my refund request on time?

You have a deadline of three years from the date of the overpayment to submit your claim. If your overpayment occurred between January 1, 2015, and the effective date of House Bill 2699, you must submit your claim by June 30, 2018, or within three years from the overpayment date, whichever is later. Missing these deadlines could mean losing your right to a refund.

Do I need to sign the UI-28 form?

Yes, the UI-28 form must be signed and dated by an owner, partner, officer, or authorized agent of the employing enterprise. If someone else signs it, a Power of Attorney must be on file. This signature certifies that all information provided is accurate and complete, which is crucial for processing your claim.

Where can I get help if I have questions about the UI-28 form?

If you have any questions or need assistance, you can contact the IDES Employer Hotline at 1-800-247-4984. Additionally, you may visit the IDES Employer Update website at www.ides.illinois.gov/MyTaxUI for more detailed information and guidance regarding your refund request.

Completing the Illinois UI-28 Refund Request Form correctly is essential for a smooth and efficient refund process. However, many individuals make common mistakes that can delay or jeopardize their claims. Understanding these errors can help ensure that your form is filled out accurately and promptly.

One frequent mistake is not entering the name and account number **exactly** as they appear on the contribution report. This detail is critical; any discrepancies can cause confusion and result in the rejection of the claim. It's important to double-check this information before submission.

Another issue arises when individuals fail to update their address correctly. If the address on the form does not match the records with the Department of Employment Security (IDES), the change will not be recognized. Updating the address through the designated methods is necessary to ensure future correspondence is sent to the right location.

The section requesting an explanation of the basis for the claim is another area where errors occur. People often do not provide sufficient detail regarding the nature of the overpayment. A complete explanation is crucial. Failure to give comprehensive information may lead to significant delays in processing the claim or potential denial.

Incorrectly identifying the applicable year for the refund request is also common. Each refund claim must correspond to the correct year, and a separate form must be submitted for each year. Mislabeling can complicate the review process and lead to additional administrative issues.

In the description of payments, another common error includes incorrect calculations of total amounts. Each entry must be accurate, and the total amount claimed must match the sum of the line items. Discrepancies can trigger reviews or requests for corrections, prolonging the processing time.

Signatures are often overlooked. The claim must be signed by an authorized individual, such as an owner or officer. If the form is signed by someone else, appropriate Power of Attorney documentation must be on file. This oversight can result in an automatic denial of the refund request.

When electing for Direct Deposit, another mistake lies in not completing Page 4 of the UI-28 form. This page is essential for processing the direct deposit. Omitting this page, while submitting for paper checks instead, could lead to unnecessary delays.

Lastly, many individuals fail to consult the instructions on Page 2 of the UI-28 form. Each section has specific requirements and guidelines. Ignoring these instructions may lead to incomplete or incorrect submissions, complicating the claim process.

By being aware of these common mistakes, individuals can increase their chances of a successful refund request. Attention to detail and thoroughness are key when filling out the Illinois UI-28 Refund Request Form.

The Illinois UI-28 form is essential for employers seeking to request a refund for overpayments made in unemployment insurance contributions. Along with this form, several other documents may be necessary to ensure a smooth request process. Below are descriptions of some commonly used forms and documents that complement the UI-28 in Illinois.

• UI-40C - Employers Correction Report: This form is used to correct any wages reported for individual workers in prior quarters. If an employer is making adjustments that affect an employee's wages, they must complete this form and submit it alongside the UI-28.
• UI-50A - Notice of Change: When a change of address or contact information is necessary, this form must be submitted to the Department. It allows employers to update their records officially, which is crucial for accurate communication regarding refund claims.
• Power of Attorney: If someone other than the business owner or officer is submitting the UI-28, a Power of Attorney document may be required. This shows that the person submitting the form has the legal authority to act on behalf of the employer.
• MyTax Illinois Account Information: Information from the MyTax Illinois account is vital for submitting refunds online. Employers need access to their online account to manage submissions, payments, and check refund statuses easily.

Using the UI-28 in conjunction with these other forms and documents ensures that the refund request process is efficient and compliant with state guidelines. Always double-check for completeness and accuracy to avoid delays in processing your claim.

The Illinois UI-28 form, which is a Refund Request Form for unemployment insurance, shares similarities with other important forms in the realm of tax and employment refunds. Below are eight documents that bear resemblance to the UI-28 form in terms of purpose, function, or the type of information required:

• UI-40C, Employer’s Correction Report – This form is used when an employer needs to correct individual worker’s wages for a previous quarter, similarly requiring detailed payment information to support requests.
• 1099-MISC Form – This tax form reports various types of income other than wages, salaries, and tips. Like the UI-28, it requires accurate reporting of amounts for purposes of claiming adjustments or refunds.
• W-2 Form – The W-2 reports wages and taxes withheld for an employee during a calendar year. Both the W-2 and UI-28 require recipients to accurately fill in their information regarding payments and claims.
• Form 1040, U.S. Individual Income Tax Return – This tax return documents an individual’s income and is used for claiming refunds. Both forms involve filing processes and require detailed financial information.
• State Tax Refund Application – This application is used to request overpaid state taxes, similar to how the UI-28 is used for unemployment insurance refunds when overpayments occur.
• Pennsylvania UC-44F, Claim for Benefits – In Pennsylvania, this form is used to claim unemployment benefits, paralleling the UI-28 form in the context of unemployment compensation and the need for providing reasons for claims.
• IRS Form 843, Claim for Refund and Request for Abatement – This form is directed at claims for refund of certain taxes and penalties, akin to the refund request aspect of the UI-28.
• Illinois Form IL-1040, Individual Income Tax Return – Similar to other tax-related forms, this requires verification of income and deductions to support refund claims, just as repayment details are needed for the UI-28.

When filling out the Illinois UI-28 form, it's crucial to follow certain guidelines to ensure a smooth refund process. Below are nine do’s and don'ts to keep in mind:

• Do log on to the MyTax Illinois website to submit your request online.
• Do ensure your name and account number match exactly with your contribution report.
• Do provide a current address and understand that changing your address requires updating it through other channels.
• Do explain the overpayment details thoroughly in the “Basis of Claim” section.
• Do sign the form with your official title and date it before submission.

• Don't submit only one UI-28 for multiple years; each year requires a separate form.
• Don't ignore the need for a Power of Attorney if someone other than the owner or authorized agent signs it.
• Don't forget to complete page 4 if you choose Direct Deposit for your refund.
• Don't delay in providing complete information; incomplete forms can result in processing delays or denials.

• Misconception 1: The UI-28 form is only for individuals.

This form is primarily used by employers seeking refunds for overpaid contributions. It’s essential to understand that businesses, not individuals, are the ones usually filing this form.

• Misconception 2: Refunds can only be received via paper check.

As outlined in the instructions, IDES allows refunds to be received either through direct deposit or as a paper check. This flexibility makes the process more convenient for employers.

• Misconception 3: You can request a refund at any time without any limitations.

There is indeed a time limit for requesting a refund. Employers have three years from the date of the overpayment to either use the credit or request a refund. Understanding this timeline can help avoid unnecessary delays.

• Misconception 4: You don’t need to explain the basis of your claim.

Providing a detailed explanation of the overpayment is crucial. The form specifically requires clear information about the nature of the overpayment to facilitate processing.

• Misconception 5: You can submit the UI-28 form anywhere.

To ensure proper handling, it’s important to mail or fax the form to the designated address provided by IDES. Not submitting it to the right location can lead to significant delays.

• Misconception 6: You can make changes to your address on the UI-28 form.

Updating your address requires a separate action. The UI-28 does not officially change your address; individuals must contact IDES to ensure that their address is updated in the system.

• Misconception 7: Any authorized personnel can sign the form.

The form must be signed by an owner, partner, officer, or authorized agent of the business. If someone else signs it, a Power of Attorney must be on file, underscoring the importance of proper authorization.

• Misconception 8: You can combine claims for multiple years on one UI-28 form.

A separate UI-28 must be submitted for each calendar year related to the claim. Combining claims for different years can result in processing issues.

• Misconception 9: All claims are automatically approved.

Each claim for adjustment or refund is subject to investigation and audit at the discretion of the Director. This means that not all claims will be automatically accepted.

• The UI-28 Refund Request Form is utilized to request a refund for overpayments made in unemployment insurance contributions.

• You can submit your UI-28 request online via the MyTax Illinois portal for a quicker process.

• Refunds can be received either through direct deposit or a paper check, depending on your preference.

• Ensure that your name and account number are entered exactly as they appear on your contribution report, as discrepancies may cause delays.

• The form must be signed and dated. It’s required that an owner, partner, officer, or authorized agent of the enterprise signs the request.

• It is advisable to include detailed information on the overpayment, as incomplete details may lead to a denial of your claim.

• Remember, you have three years from the date of overpayment to file for a refund, with specific conditions applying to payments made after January 1, 2015.