Blank Illinois Ui 28 PDF Form

What is the Illinois UI-28 form?

The Illinois UI-28 form is a Refund Request Form used by employers to request a refund for any overpayments made towards unemployment insurance contributions. It allows employers to apply for a refund online or by submitting a completed form via fax or mail to the Illinois Department of Employment Security (IDES).

How can I submit the UI-28 Refund Request?

You can submit the UI-28 Refund Request online through MyTax Illinois for a quick and easy process. Simply log onto the MyTax Illinois website, navigate to the Unemployment Insurance section, and click on “Request a Refund.” Alternatively, you can complete the form and either fax it to 217-557-1948 or mail it to the IDES Refund Unit at their Chicago address.

What are the options for receiving my refund?

You have two options for receiving your refund: Direct Deposit or a Paper Check. If you choose Direct Deposit, you will need to complete an additional page of the UI-28 form that collects your bank information. If you prefer a Paper Check, you only need to submit the main page of the form.

How long do I have to request a refund for an overpayment?

You have three years from the date of the overpayment to either use the credit or request a refund. However, for overpayments that occurred between January 1, 2015, and the effective date of House Bill 2699, you have until June 30, 2018, or three years from the date of the overpayment, whichever is later.

What if I need to correct individual worker’s wages?

If you need to adjust individual worker’s wages that were not previously corrected, you must complete Form UI-40C, which is the Employer's Correction Report. This form must be submitted along with your UI-28 form to ensure that all necessary adjustments are made accurately.

What happens if I provide incomplete information on the UI-28 form?

Providing incomplete information can delay the processing of your claim and may even lead to a denial of your refund request. It’s crucial to fill out all sections of the form completely and accurately to avoid any issues.

Who needs to sign the UI-28 form?

The UI-28 form must be signed by an owner, partner, officer, or authorized agent of the employing enterprise. If someone else signs the form, a Power of Attorney must be on file to validate that person’s authority to act on behalf of the employer.

1. Incomplete Information: Failing to provide detailed explanations in the BASIS OF CLAIM section can lead to delays. It’s essential to fully outline the reasons for the refund request.

2. Incorrect Year: Entering the wrong year in the FOR THE YEAR section is a common mistake. Each claim must correspond to the correct calendar year, requiring separate submissions for different years.

3. Mismatch of Amounts: The total amount claimed must match the sum of the individual refund amounts listed. A discrepancy here can result in rejection of the claim.

4. Failure to Sign: Neglecting to sign the form or provide an official title can lead to processing delays. The claim must be signed by an authorized individual associated with the employer.

5. Incorrect Address: Providing an outdated address without updating it through the appropriate channels can complicate communication and affect the refund process.

6. Direct Deposit Errors: If opting for direct deposit, ensure that all bank information is accurate. Mistakes in routing or account numbers can result in funds being sent to the wrong account.

The Illinois UI-28 form is used to request a refund for overpayments made to the unemployment insurance system. When submitting this form, there are several other documents that may be required or helpful in processing your request. Below is a list of these forms and documents, along with a brief description of each.

• UI-40C - Employers Correction Report: This form is necessary for employers who need to correct individual worker's wages that were not previously reported accurately. It must be submitted alongside the UI-28 form.
• UI-50A - Notice of Change: If there is a change in the employer's address, this form must be completed and submitted to officially update records with the Department of Employment Security.
• MyTax Illinois Account Information: Employers should maintain their MyTax Illinois account for easy access to submit forms, view tax letters, and manage payments related to unemployment insurance.
• Power of Attorney Documentation: If someone other than the employer is submitting the UI-28 form, a Power of Attorney must be on file to authorize that individual to act on behalf of the employer.
• Quarterly Contribution and Wage Reports: These reports detail the contributions made by the employer during each quarter and may be referenced when processing the refund request.
• IRS Form W-9: This form may be required for tax purposes, especially if the refund will be processed through direct deposit or if the employer has changed their business structure.
• Supporting Documentation for Overpayment: Any additional documentation that supports the claim of overpayment should be included to expedite the review process.
• Contact Information for IDES: Keeping the contact details for the Illinois Department of Employment Security handy can assist in resolving any questions or issues that may arise during the refund process.

These documents play an important role in ensuring that the refund request is processed smoothly and efficiently. It is advisable to have all necessary forms completed and submitted as required to avoid delays.

The Illinois UI-28 form serves a specific purpose related to refund requests for unemployment insurance overpayments. However, it shares similarities with several other forms that are used in various contexts for similar purposes. Here are six documents that are comparable to the UI-28 form:

• Form 941 - Employer's Quarterly Federal Tax Return: Like the UI-28, Form 941 is used to report taxes withheld from employee wages. Employers file this form quarterly to reconcile their payroll tax liabilities, similar to how the UI-28 reconciles overpayments in unemployment insurance.
• Form 940 - Employer's Annual Federal Unemployment (FUTA) Tax Return: This form is also related to unemployment insurance, as it reports the annual FUTA tax owed by employers. Both forms require detailed information about payments and overpayments, emphasizing accuracy in reporting.
• Form W-2 - Wage and Tax Statement: Employers use this form to report annual wages paid and taxes withheld for each employee. Similar to the UI-28, it necessitates precise data entry and is crucial for tax reporting and potential refunds.
• Form 1099 - Miscellaneous Income: This form is used to report various types of income other than wages, salaries, and tips. Like the UI-28, it involves reporting amounts that may lead to refunds or adjustments in tax liabilities.
• Form UI-40C - Employer's Correction Report: This form is specifically designed for making corrections to previously submitted wage reports. It is directly linked to the UI-28 in that it addresses adjustments related to unemployment insurance contributions.
• Form UI-50A - Notice of Change: This form is used to officially notify the Department of Employment Security of any changes in an employer's information. Similar to the UI-28, it requires accurate information and can affect future contributions and refunds.

Understanding these forms can help employers navigate their responsibilities effectively. Each serves a unique purpose but shares the common goal of ensuring accurate reporting and facilitating any necessary adjustments or refunds.

When filling out the Illinois UI-28 form, there are important guidelines to follow. Here’s a list of things you should and shouldn’t do:

• Do ensure accuracy: Enter your name and account number exactly as they appear on your contribution report.
• Do provide detailed information: Clearly explain the nature of the overpayment in Item A to avoid delays.
• Do submit on time: You have three years from the date of the overpayment to request a refund.
• Do sign and date the form: Ensure the form is signed by an authorized person within your organization.

• Don't forget to attach necessary documents: If you need more space for your explanation, attach additional sheets.
• Don't use an outdated address: If your address has changed, update it with the Department separately.
• Don't leave out required information: Incomplete forms may lead to denial of your refund request.
• Don't ignore the submission method: If you choose Direct Deposit, complete and return the additional page.

Understanding the Illinois UI-28 form is crucial for employers seeking refunds for overpayments. However, several misconceptions can lead to confusion and delays in processing. Here are eight common misunderstandings:

• Direct deposit is mandatory. Many believe they must choose direct deposit for refunds. In reality, you can opt for a paper check instead.
• Only online submissions are accepted. While submitting online via MyTax Illinois is encouraged for its convenience, you can still fax or mail the UI-28 form.
• Refund requests can be combined for multiple years. Each year requires a separate UI-28 form. You cannot combine claims for different calendar years.
• There is no deadline for requesting refunds. You have three years from the overpayment date to submit your request. Failing to act within this timeframe may result in losing your right to a refund.
• Incorrectly filled forms will be processed anyway. Incomplete or inaccurate information can delay your claim or lead to a denial. Providing thorough and accurate details is essential.
• Only the original payment amount is refundable. You can request a refund for any overpayment, not just the original amount. Be sure to detail all applicable payments.
• Changing your address on the UI-28 updates your records. If your address has changed, you must update it separately with the Department of Employment Security. The UI-28 form does not serve as an address change request.
• Refunds will be issued automatically. Refunds require a formal request through the UI-28 form. They will not be processed without your explicit application.

By dispelling these misconceptions, employers can navigate the refund process more effectively and avoid unnecessary complications. Taking prompt action and ensuring accuracy can make all the difference in receiving your refund in a timely manner.

Key Takeaways for Filling Out and Using the Illinois UI-28 Form

• The UI-28 form is used to request a refund for overpayments made to the Illinois Department of Employment Security (IDES).
• You can submit your request online through MyTax Illinois, which is the quickest method.
• If you choose direct deposit for your refund, you must complete Page 4 of the UI-28 form.
• Provide detailed information about the overpayment in Item A to avoid delays in processing your claim.
• Each calendar year requires a separate UI-28 form for refund requests.
• Ensure that the total amount requested matches the sum of the amounts listed for refund.
• Submit your completed form via fax or mail to the designated IDES address for processing.

For additional assistance, you can contact the IDES Employer Hotline at 1-800-247-4984.