> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/payroll/get-started/minor-information.md). # Fill out the minor information form Fill out and sign the minor information form for a minor on payroll: the guardian's name, the minor's details and a Coogan/UTMA account. A parent or legal guardian fills out the **Minor Employee Information Form** for a minor on payroll. Open it with **Complete Form** on the **Complete Minor Information** step of the minor's **Onboarding Steps** card, on **Payroll > My Timesheet** or **Payroll > My Profile**. The step comes right after **Select Payout Preferences**. {% hint style="info" %} If RollCredits payroll is turned on for your production and your company uses minors onboarding, this step appears for people the production has marked as a minor employee. {% endhint %} ## Fill out the form 1. Under **Guardian Information**, enter the full legal name of the parent or legal guardian in **Guardian Name**. 2. Under **Minor Employee Information**, enter or check the minor's **Date of Birth**, **Social Security Number**, **Street Address**, **Address 2** if they have one, **City or Town**, **State**, **ZIP Code** and **Phone Number**. 3. Fill in **Coogan/UTMA Account Information**, as described in the next section. 4. Sign and submit, as described below. Details already on the minor's payroll profile, such as their address, are filled in for you. **Guardian Name** always starts empty. * Every field in the first two sections is required except **Address 2**. * The date of birth can't be in the future. * The Social Security number must be 9 digits. Dashes are optional. Otherwise you see "Invalid SSN format". * The ZIP code must be 5 digits, or 5 plus 4. Otherwise you see "Invalid ZIP code". ## Add a Coogan/UTMA account A Coogan/UTMA account is a blocked trust account in the minor's name. It's required for minors working in California, New York, Illinois, Louisiana and New Mexico, and optional everywhere else. A UTMA or UGMA account counts. Enter its details in the Coogan/UTMA fields. The state that counts is where the minor works on this production, not their home address. The section heading shows **(Required)** or **(Optional)** for the minor. 1. Enter the **Bank Name**. 2. Enter the **Coogan/UTMA Account Number** and the **Coogan/UTMA Routing Number**. 3. Enter the account number again in **Confirm Coogan/UTMA Account Number**. * The account number must be 4 to 17 digits, and the routing number 9 digits. Use numbers only. * If the two account numbers differ, you see "Account numbers do not match". * When the account is required, each field shows a message such as "Bank name is required for your work state" until you fill it in. You can't submit the form without the account, so set it up before this step. * When the account is optional, fill in all of **Bank Name**, the account number and the routing number, or leave them all empty. The account is saved only when all three are filled in. If a Coogan/UTMA account is already saved for the minor, a note above the fields says "A Coogan/UTMA account is currently saved." It shows the account number with only the last four digits, and **Bank Name** and the routing number are filled in. To change the account, enter the full account number in both number fields. When the account is required, you enter the full account number again each time you submit. ## Sign and submit 1. Under **Signature**, sign in the box with your finger, or with your mouse on a computer. To start over, select **Clear Signature**. 2. Select **Submit Form**. On a phone, **Submit Form** sits in a bar at the bottom of the screen. **Submit Form** stays greyed out until every required field is filled in correctly and the form is signed. A message under it shows the first problem, and selecting the message scrolls to that field. {% hint style="warning" %} Turning your phone or resizing the window clears the signature box. If you see "Please sign the form", sign again and select **Submit Form**. {% endhint %} When it works, you see "Minor information form submitted successfully!" and go back to the page you came from. Onboarding then moves to the next step: **Complete Minors W-4** for W-2 employees or **Complete Minors W-9** for loanouts. See [Sign a minor's W-4 or W-9](/payroll/get-started/minors-tax-forms.md) and [Finish your payroll onboarding](/payroll/get-started.md) for the order of the steps. If you see "Failed to save minor information form", check the details and try again, then contact RollCredits support if it keeps happening. ## After you submit The date of birth, Social Security number, address and phone number you entered replace the minor's details on their payroll profile. **Guardian Name** also appears under **Personal Information** on **My Profile**. To change these later, see [View and update your profile](/payroll/crew-profile.md). {% hint style="info" %} Owners, Super Admins and Managers see this step on the onboarding progress card of the minor's employee profile. A Payroll Agent assigned to the minor sees it on the minor's onboarding steps. **Complete Form** there opens the same form for the minor. See [View an employee's profile](/payroll/employee-profile.md) and [Onboard and fill out timesheets for assigned employees](/payroll/assigned-employees.md). {% endhint %} ## If the form isn't available If the person isn't marked as a minor, the page says "This form is only available for minor employees.", with an email address for RollCredits support and a **Return to timesheet** link. The production marks someone as a minor with **Minor Employee** on their employee record. See [Add and edit payroll employees](/payroll/setup/employees.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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