To comply with government requirements, you can add estate details to the employee profiles of deceased US employees to designate an alternate payee to receive the deceased employee's earnings.
Before You Begin:
- You can add estate details to an employee profile only if you enter a date in the Date of Death field in the Key Information tab of the Employment > Employment Settings screen in People.
- The deceased employee must have a status of Terminated in the Employment Status tab in Employment > Employment Settings in People.
Access and configuration:
- Role feature access: Application Container > People > Employee Profile > Employment > Employment Settings > Key Information and Employment Status
- Role authorization access: Employee Personal Information (Can Create, Can Read, Can Update, and Can Delete)
When you add a date in the Date of Death field in the Key Information tab of the Employment > Employment Settings screen in People, Dayforce adds the Estate section to the Personal > Confidential Information screen of People, as shown in the following screenshot:
When Dayforce generates the year-end tax statement, Dayforce uses the input in these fields to generate the Form 1099-M.
Note: During year-end processing, Dayforce generates an error if the Estate Name and All Addresses options are incomplete. However, if you don’t complete the Estate TIN field, Dayforce shows a warning message but still generates the Form 1099-M.