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Personnel Checklist

Date:_____/_____/______

........ Employment application

........ Reference reports

........ Formal job offer letter and employee acknowledgement

........ Employment contract, confidentiality agreement

........ Taxation I.D. Number:_______ - _______ - ______

........ Verification of citizenship or employment status

........ Federal, state, local tax withholding forms

........ Insurance forms: health, group life, disability

........ Physical examination reports

........ Security records

........ Performance evaluations

........ Retirement plan application

........ Receipt for benefit plan options

........ Termination agreement and exit interview