Federal Pre-Screening Notice and Certification Request for the Work Opportunity Credit

Pre-Screening Notice and Certification Request for the Work Opportunity Credit
Form 8850 (Rev. March 2016)
8850

Pre-Screening Notice and Certification Request for
the Work Opportunity Credit

Form
(Rev. March 2016)

Department of the Treasury
Internal Revenue Service

▶

OMB No. 1545-1500

Information about Form 8850 and its separate instructions is at www.irs.gov/form8850.

Job applicant: Fill in the lines below and check any boxes that apply. Complete only this side.
Your name

Social security number ▶

Street address where you live
City or town, state, and ZIP code
County

Telephone number

If you are under age 40, enter your date of birth (month, day, year)

1

Check here if you received a conditional certification from the state workforce agency (SWA) or a participating local agency
for the work opportunity credit.

2

Check here if any of the following statements apply to you.
• I am a member of a family that has received assistance from Temporary Assistance for Needy Families (TANF) for any 9
months during the past 18 months.
• I am a veteran and a member of a family that received Supplemental Nutrition Assistance Program (SNAP) benefits (food
stamps) for at least a 3-month period during the past 15 months.
• I was referred here by a rehabilitation agency approved by the state, an employment network under the Ticket to Work
program, or the Department of Veterans Affairs.
• I am at least age 18 but not age 40 or older and I am a member of a family that:
a. Received SNAP benefits (food stamps) for the past 6 months; or
b. Received SNAP benefits (food stamps) for at least 3 of the past 5 months, but is no longer eligible to receive them.
• During the past year, I was convicted of a felony or released from prison for a felony.
• I received supplemental security income (SSI) benefits for any month ending during the past 60 days.
• I am a veteran and I was unemployed for a period or periods totaling at least 4 weeks but less than 6 months during the
past year.

3

Check here if you are a veteran and you were unemployed for a period or periods totaling at least 6 months during the past
year.

4

Check here if you are a veteran entitled to compensation for a service-connected disability and you were discharged or
released from active duty in the U.S. Armed Forces during the past year.

5

Check here if you are a veteran entitled to compensation for a service-connected disability and you were unemployed for a
period or periods totaling at least 6 months during the past year.

6

Check here if you are a member of a family that:
• Received TANF payments for at least the past 18 months; or
• Received TANF payments for any 18 months beginning after August 5, 1997, and the earliest 18-month period beginning
after August 5, 1997, ended during the past 2 years; or
• Stopped being eligible for TANF payments during the past 2 years because federal or state law limited the maximum time
those payments could be made.

7

Check here if you are in a period of unemployment that is at least 27 consecutive weeks and for all or part of that period
you received unemployment compensation.
Signature—All Applicants Must Sign

Under penalties of perjury, I declare that I gave the above information to the employer on or before the day I was offered a job, and it is, to the best of my knowledge, true,
correct, and complete.

Date

Job applicant’s signature ▶
For Privacy Act and Paperwork Reduction Act Notice, see page 2.

Cat. No. 22851L

Form 8850 (Rev. 3-2016)

Page 2

Form 8850 (Rev. 3-2016)

For Employer’s Use Only
Employer’s name

Telephone no.

EIN ▶

Street address
City or town, state, and ZIP code
Person to contact, if different from above

Telephone no.

Street address
City or town, state, and ZIP code
If, based on the individual’s age and home address, he or she is a member of group 4 or 6 (as described under Members of
Targeted Groups in the separate instructions), enter that group number (4 or 6) . . . . . . . . . . . . . . ▶
Date applicant:
Gave
information

Was
offered job

Was
hired

Started
job

Under penalties of perjury, I declare that the applicant provided the information on this form on or before the day a job was offered to the applicant and that the
information I have furnished is, to the best of my knowledge, true, correct, and complete. Based on the information the job applicant furnished on page 1, I
believe the individual is a member of a targeted group. I hereby request a certification that the individual is a member of a targeted group.

Employer’s signature ▶

Privacy Act and
Paperwork Reduction
Act Notice
Section references are to the Internal
Revenue Code.
Section 51(d)(13) permits a prospective
employer to request the applicant to
complete this form and give it to the
prospective employer. The information
will be used by the employer to
complete the employer’s federal tax
return. Completion of this form is
voluntary and may assist members of
targeted groups in securing employment.
Routine uses of this form include giving
it to the state workforce agency (SWA),
which will contact appropriate sources
to confirm that the applicant is a
member of a targeted group. This form
may also be given to the Internal
Revenue Service for administration of
the Internal Revenue laws, to the
Department of Justice for civil and

Title
criminal litigation, to the Department of
Labor for oversight of the certifications
performed by the SWA, and to cities,
states, and the District of Columbia for
use in administering their tax laws. We
may also disclose this information to
other countries under a tax treaty, to
federal and state agencies to enforce
federal nontax criminal laws, or to
federal law enforcement and intelligence
agencies to combat terrorism.
You are not required to provide the
information requested on a form that is
subject to the Paperwork Reduction Act
unless the form displays a valid OMB
control number. Books or records
relating to a form or its instructions must
be retained as long as their contents
may become material in the
administration of any Internal Revenue
law. Generally, tax returns and return
information are confidential, as required
by section 6103.

Date
The time needed to complete and file
this form will vary depending on
individual circumstances. The estimated
average time is:
Recordkeeping

.

.

6 hr., 27 min.

Learning about the law
or the form . . . . .

.

. 24 min.

Preparing and sending this form
to the SWA . . . . . . . 31 min.
If you have comments concerning the
accuracy of these time estimates or
suggestions for making this form
simpler, we would be happy to hear from
you. You can send us comments from
www.irs.gov/formspubs. Click on “More
Information” and then on “Give us
feedback.” Or you can send your
comments to:
Internal Revenue Service
Tax Forms and Publications
1111 Constitution Ave. NW, IR-6526
Washington, DC 20224
Do not send this form to this address.
Instead, see When and Where To File in
the separate instructions.
Form

8850

(Rev. 3-2016)