Official Illinois Ui 28 Form in PDF

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 overpayments made to the Illinois Department of Employment Security (IDES). If an employer has overpaid their unemployment insurance contributions, they can apply for a refund using this form. The process can be completed online through MyTax Illinois or by submitting a paper form via fax or mail.

How do I submit the UI-28 form?

You can submit the UI-28 Refund Request Form online through MyTax Illinois for a quick and easy process. To do this, log on to the MyTax Illinois website, navigate to the Unemployment Insurance section, and select "Request a Refund." If you prefer to submit a paper form, complete the UI-28 and fax it to 217-557-1948 or mail it to the Department of Employment Security, Refund Unit, at the specified Chicago address.

What are the options for receiving my refund?

You can choose to receive your refund either through direct deposit or as a paper check. If you select direct deposit, you will need to complete an additional section on Page 4 of the UI-28 form, providing your bank information. If you opt for a paper check, simply fax or mail Page 3 of the form.

How long do I have to request a refund?

1. Incorrect Name or Account Number: Ensure that your name and account number match exactly what is on your contribution report. Any discrepancies can lead to delays.

2. Address Mismatch: If you enter a new address on the form, it will not update your records. Update your address separately through MyTax Illinois or by submitting a UI-50A.

3. Incomplete Basis of Claim: Provide detailed information regarding the overpayment. Failing to include all relevant facts can delay your claim or result in denial.

4. Missing Year Information: Remember to enter the correct year applicable to your claim. Each year requires a separate claim.

5. Errors in Payment Description: Carefully fill out the payment details. Each quarter must be accurately reported, including the date, original amount, and amount to be refunded.

6. Unsigned Form: The UI-28 must be signed by an authorized person. An unsigned form will not be processed.

7. Missing Official Title: When signing, include your official title. This confirms that you have the authority to submit the claim.

8. Improper Submission Method: Follow the correct procedure for submission. If you choose direct deposit, ensure both pages are faxed; if opting for a paper check, fax only Page 3.

9. Ignoring Direct Deposit Details: If selecting direct deposit, complete the bank information section thoroughly. Missing or incorrect bank details can delay your refund.

10. Not Following Up: After submission, it’s important to follow up if you do not receive confirmation of your claim. Contact the IDES Employer Hotline for assistance.

Do's and Don'ts for Filling Out the Illinois UI-28 Form

• Do fill out your name and account number exactly as they appear on your contribution report.
• Do provide your current address, but remember to update it separately if it has changed.
• Do explain the nature of your overpayment in detail. Provide all relevant facts.
• Do ensure that the total amount claimed equals the sum of the amounts to be refunded.
• Do sign the form with your official title and date it.
• Don't forget to prepare a separate claim for each calendar year.
• Don't submit incomplete information, as it may delay processing or result in denial.
• Don't sign the form unless you are an owner, partner, officer, or authorized agent.
• Don't use the form to request a refund for erroneous payments without proper authority.
• Don't forget to include any necessary attachments if you need more space for your explanation.

The Illinois UI-28 form is a Refund Request Form used by employers to request refunds for overpayments made to the unemployment insurance system. When submitting this form, there are several other documents that may also be necessary or helpful in the process. Below are some common forms and documents that are often used alongside the UI-28.

• UI-40C: Employers Correction Report - This form is required if an employer needs to correct individual worker wages that were previously reported incorrectly. It should be submitted along with the UI-28 to ensure all adjustments are properly documented.
• UI-50A: Notice of Change - This form is used to officially update your address with the Department of Employment Security. If the address on the UI-28 differs from the records, this form must be submitted separately to ensure accurate processing.
• Power of Attorney - If someone other than the employer is signing the UI-28, a Power of Attorney document must be on file. This document grants authority to the individual to act on behalf of the employer regarding unemployment insurance matters.
• California Trailer Bill of Sale - It is essential to prepare the California Trailer Bill of Sale to document the transfer of ownership, and additional information can be found here: https://templates-guide.com/california-trailer-bill-of-sale-template.
• Tax Payment Records - Keeping copies of tax payment records can be beneficial. These documents can support the claim by providing evidence of the overpayments made, which is crucial for the refund request.
• Correspondence with IDES - Any letters or emails exchanged with the Illinois Department of Employment Security can be helpful. They may provide context or additional information relevant to the refund request.

When preparing to submit the UI-28 form, having these documents ready can streamline the process and help ensure a successful refund request. Always check the latest guidelines from the Illinois Department of Employment Security to ensure compliance with current requirements.

Understanding the Illinois UI-28 form can be challenging, and several misconceptions often arise. Below are some common misunderstandings and clarifications regarding this important document.

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

This form is specifically designed for employers who need to request a refund for overpayments made towards unemployment insurance contributions. It is not intended for individual claimants seeking personal unemployment benefits.

• Misconception 2: You must submit the UI-28 form by mail only.

While mailing the form is an option, employers can also submit the UI-28 online through MyTax Illinois. This method is quicker and often more efficient, allowing for immediate processing of the refund request.

• Misconception 3: You can request a refund for any amount at any time.

Refund requests can only be made for overpayments within a specific timeframe. Employers have three years from the date of the overpayment to submit their claim. However, special rules apply to overpayments that occurred between January 1, 2015, and the effective date of House Bill 2699.

• Misconception 4: Completing the UI-28 form is a straightforward process with no need for detailed explanations.

In fact, the form requires a detailed explanation of the overpayment, including the basis for the claim. Failing to provide complete information can lead to delays or even denial of the refund request.