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The Illinois UI-28 form is a crucial document for employers seeking refunds on overpayments made to the Unemployment Insurance system. This form allows employers to request a refund either through direct deposit or by paper check, providing flexibility in how they receive their funds. To streamline the process, the best method for submission is online via MyTax Illinois, where users can easily navigate to the "Request a Refund" link. For those who prefer traditional methods, the UI-28 can also be completed and submitted via fax or mail to the Department of Employment Security. It is important to note that each claim must be submitted separately for each calendar year, and detailed information regarding the overpayment must be provided to avoid delays. Additionally, the form includes specific instructions for entering payment details, and any corrections to individual worker wages require an accompanying UI-40C form. Employers should be aware that all claims are subject to audit, ensuring that the information provided is accurate and complete. For further assistance, resources are available through the IDES Employer Hotline and the IDES website.
Things to Know About This 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 overpayments made to the Illinois Department of Employment Security (IDES). If an employer has overpaid their unemployment insurance contributions, they can use this form to apply for a refund or to apply the overpayment towards future contributions.
How do I submit the UI-28 form?
The best way to submit the UI-28 Refund Request is online through MyTax Illinois. To do this, visit the MyTax Illinois website, click on the Unemployment Insurance link, and select “Request a Refund” under the “I Want To” section. Alternatively, you can complete the form and fax it to 217-557-1948 or mail it to the IDES Refund Unit at the address provided on the form.
What information do I need to provide on the UI-28 form?
When completing the UI-28 form, you must enter your name and account number exactly as they appear on your contribution report. You also need to provide your current address. Additionally, you should explain the basis of your claim in detail, including the nature of the overpayment and any relevant facts that support your request. Make sure to list each payment for which you are requesting a refund, including the date of payment, the original amount, and the amount to be refunded.
Can I receive my refund via direct deposit?
Yes, you can choose to receive your refund either through direct deposit or as a paper check. If you select direct deposit, you must complete an additional section on Page 4 of the UI-28 form, providing your bank information. Ensure that you include the correct bank routing and account numbers to avoid any delays in receiving your refund.
What is the deadline for submitting the UI-28 form?
You have three years from the date of the overpayment to submit your UI-28 form for a refund. However, if the overpayment occurred on or after January 1, 2015, and before the effective date of House Bill 2699, you must submit your claim by June 30, 2018, or within three years from the date of the overpayment, whichever is later.
Do I need to submit a separate UI-28 form for each year?
Yes, a separate UI-28 form must be submitted for each calendar year for which you are filing a claim. This means that if you have overpayments in multiple years, you will need to complete and submit a different form for each year.
What happens after I submit the UI-28 form?
After you submit your UI-28 form, your claim will be subject to review. IDES may conduct a field investigation and audit to verify the information provided. If your claim is approved, you will receive your refund in the method you selected—either direct deposit or paper check. Be aware that providing incomplete information may delay processing or result in a denial of your claim.
Key takeaways
The Illinois UI-28 form is essential for employers seeking a refund for overpayments made to unemployment insurance. Here are key takeaways to consider when filling out and using this form:
- Refund Options: Refunds can be received through direct deposit or as a paper check, providing flexibility for employers.
- Online Submission: The most efficient method to submit the UI-28 form is online via MyTax Illinois, which streamlines the process.
- Deadline for Claims: Employers have three years from the date of overpayment to request a refund, with specific conditions for overpayments occurring between January 1, 2015, and June 30, 2018.
- Separate Claims: A separate UI-28 form must be submitted for each calendar year in which a claim is filed, ensuring clarity in processing.
- Accurate Information: Complete and accurate information is crucial. Incomplete details can delay processing or result in denial of the claim.
- Signature Requirement: The form must be signed by an authorized individual within the organization, confirming the accuracy of the claim.
- Adjustment Impact: Adjusting individual worker wages may affect the employer’s contribution rate, which should be considered before submitting corrections.
- Contact Information: For questions regarding the UI-28 form or MyTax Illinois, employers can reach out to the IDES Employer Hotline at 1-800-247-4984.
- Documentation: If more space is needed for explanations, additional sheets may be attached to provide complete information regarding the overpayment.
Understanding these aspects of the UI-28 form can facilitate a smoother refund process for employers in Illinois.
Common mistakes
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Failing to enter your name and account number exactly as they appear on your contribution report. This can lead to processing delays.
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Providing an incorrect address on the form. This does not change your official address in the Department's records.
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Not explaining the basis of the claim in sufficient detail. Incomplete information can delay processing or lead to denial.
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Entering the wrong year for the claim. Ensure that you prepare a separate claim for each applicable year.
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Neglecting to list all payments accurately. Each payment must be detailed with the correct date, original amount, and amount to be refunded.
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Not signing the form or failing to include your official title and date. This is a critical step for validation.
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Submitting the form without the necessary attachments, especially if additional space is required for the basis of the claim.
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Choosing a payment method without completing the corresponding section. If opting for direct deposit, page 4 must be filled out.
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Failing to ensure that the claim is signed by an authorized individual. If someone else signs, a Power of Attorney must be on file.
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Not keeping a copy of the submitted form for your records. This is important for tracking the status of your claim.
How to Fill Out Illinois Ui 28
Filling out the Illinois UI-28 form is a straightforward process, but it’s essential to ensure that all information is accurate to avoid delays in processing your refund request. Once you've completed the form, you can submit it online or via fax or mail. Follow the steps below to fill out the form correctly.
- Log In: Access the MyTax Illinois website at http://mytax.illinois.gov.
- Access the Form: Click on the "Unemployment Insurance" link, then select “Request a Refund” under the “I Want To” section.
- Enter Your Information: Fill in your name and account number exactly as they appear on your contribution report.
- Provide Your Address: Enter your current mailing address. If this is a new address, remember to update it with the Department separately.
- Item A - Basis of Claim: Describe the nature of the overpayment in detail. Include all relevant facts. If you need more space, attach a separate sheet.
- Item B - For the Year: Indicate the year that applies to your claim. Remember, you need a separate claim for each calendar year.
- Item C - Description of Payments: List each payment for which you are requesting a refund. For each payment, provide the date, original amount, and amount to be refunded.
- Total Amount: Calculate and enter the total amount of your claim for the calendar year. This must match the sum of the amounts in the "Amount to be Refunded" column.
- Payment Method: Choose either "Direct Deposit" or "Paper Check." If you select Direct Deposit, complete the additional information on Page 4.
- Sign and Date: Ensure the form is signed by an authorized person (owner, partner, officer, or agent) and include the date.
After completing the form, you can submit it by faxing it to 217-557-1948 or mailing it to the Department of Employment Security at the provided address. If you opted for Direct Deposit, make sure to include Page 4 with your submission. If you have any questions, don’t hesitate to reach out to the IDES Employer Hotline at 1-800-247-4984 for assistance.
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