New York Ls 665 Template

New York Ls 665 Template

The New York LS 665 form is a crucial document used for registering Professional Employer Organizations (PEOs) in New York State. This form is essential for both initial registrations and renewals, ensuring compliance with state labor laws. By providing detailed information about ownership, business structure, and operational compliance, the LS 665 form helps maintain a transparent and accountable workforce environment.

Fill Out New York Ls 665 Now

The New York LS 665 form is an essential document for Professional Employer Organizations (PEOs) seeking registration in the state. This form facilitates both initial and renewal requests, ensuring that PEOs comply with state regulations. Applicants must provide detailed information about their business structure, ownership, and operational history. Key sections include general information about the PEO, ownership details, and specific requirements for groups of PEOs. Additionally, the form outlines submission instructions, responsibilities, and necessary attachments, such as proof of insurance and financial statements. Accurate completion of the LS 665 is crucial for legal compliance and operational legitimacy in New York.

Misconceptions

Misconception 1: The LS 665 form is only for new Professional Employer Organizations (PEOs).

Many people believe that the LS 665 form is only necessary for new PEOs. In reality, it’s also required for existing PEOs that are renewing their registration. Whether you're starting fresh or continuing your operations, this form is essential.

Misconception 2: Only large businesses need to register as a PEO.

This is a common misunderstanding. Both small and large businesses can operate as PEOs. If a company meets the criteria set by the New York State Department of Labor, it must register, regardless of its size.

Misconception 3: The LS 665 form is a one-time requirement.

Some assume that once they submit the LS 665 form, they’re done. However, PEOs must renew their registration every year. Staying compliant means keeping track of deadlines and ensuring all documentation is up to date.

Misconception 4: The information submitted is public and easily accessible.

While some information may be public, many details, such as client lists, are kept confidential. This helps protect sensitive business information while still allowing for necessary oversight.

Misconception 5: Submitting the LS 665 form guarantees approval.

Filing the form does not automatically mean approval. The Department of Labor reviews all applications carefully, ensuring that all requirements are met before granting registration.

Misconception 6: You can submit the LS 665 form without supporting documents.

It’s crucial to include all required documents when submitting the LS 665 form. Missing paperwork can lead to delays or even denial of your application. Ensure you have everything ready before you hit send.

Misconception 7: The LS 665 form is the same for individual PEOs and PEO groups.

While both types of applicants use the LS 665 form, the information required can differ. Group applicants must provide additional details about each PEO in the group, which is not necessary for individual applicants.

Misconception 8: Once registered, PEOs have no further obligations.

Registration is just the beginning. PEOs have ongoing responsibilities, such as submitting quarterly statements and maintaining compliance with labor laws. Staying proactive is key to successful operation.

Dos and Don'ts

When filling out the New York LS 665 form, there are several important steps to consider. Here’s a helpful list of things you should and shouldn’t do:

  • Do: Ensure that you clearly indicate whether your request is for an initial registration or a renewal.
  • Do: Provide accurate and complete information for each section, including ownership details and contact information.
  • Do: Attach all required documentation, such as proof of insurance and financial statements, as specified in the submission instructions.
  • Do: Sign the form with the appropriate authority, ensuring that the person signing is authorized to bind the entity.
  • Don't: Leave any sections blank; incomplete forms may delay processing.
  • Don't: Forget to include any additional names under which the PEO conducts business, as this information is crucial.
  • Don't: Submit the form without reviewing it for accuracy; errors can lead to complications.
  • Don't: Ignore the deadlines for submission, especially for renewal applications, as late submissions may result in penalties.

Similar forms

  • New York Ls 664 Form: This form is also used for registering Professional Employer Organizations (PEOs) in New York. Similar to the LS 665, it requires detailed information about the organization, including ownership and business structure. Both forms aim to ensure compliance with state regulations regarding PEO operations.
  • IRS Form 8832: This form allows an entity to choose how it will be classified for federal tax purposes. Like the LS 665, it requires information about the organization’s structure and ownership. Both documents serve to establish legal recognition and compliance for the respective entities.
  • New York State Business Certificate: This document is necessary for businesses operating under a name different from their legal name. It shares similarities with the LS 665 in that both require basic business information and aim to ensure transparency in business operations within New York.
  • New York PEO Client Contract: This contract outlines the relationship between a PEO and its clients. It is similar to the LS 665 in that it must comply with New York Labor Law requirements. Both documents address the legal obligations and responsibilities of the parties involved in the PEO arrangement.

Preview - New York Ls 665 Form

Division of Labor Standards

Permit and Certificate Unit

Harriman State Office Campus

Building 12, Room 185B

Albany, NY 12240

Professional Employer Organization

Request for Registration

A. Type of Request (check one)

Initial

Renewal for an individual Professional Employer Organization (PEO)

Initial

Renewal for a PEO Group (two or more PEOs that are majority owned by the same entity).

B. General Information (to be completed by individual and group applicants)

1a. Name of individual PEO or of parent organization (applicant) that has majority ownership of all members of the Group:

1b. Additional names, if any, under which the PEO currently conducts business:

2.Type of business organization (check one)

Corporation

Sole Proprietorship

Limited Liability Partnership

Partnership

Limited Liability Company

3.Federal Employer Identification Number (FEIN): __ __ - __ __ __ __ __ __ __

4a. Complete physical address of Principal Administrative Office:

4b. Mailing address, if different:

4c. Telephone, fax, and e-mail address of Principal Administrative Office: Telephone:

Fax: E-mail:

5a. List the current address of each additional office the individual PEO or parent organization maintains in New York. Use separate sheet of paper if necessary.

5b. Other than those in 5a., list the addresses of each office you maintained in New York during the past five years. Include any other names used and names of any predecessors and successors, if known. Use additional paper if necessary.

6. Fiscal year starts

and ends

LS 665 (06/20)

 

 

 

Page 1 of 4

C. Ownership Information (to be completed by individual and group applicants)

1a. If the applicant PEO is privately or closely held, list all persons or entities that own a five percent (5%) or greater interest in the individual PEO or the parent organization of the PEO group at the time of this application. Use additional paper if necessary.

Person or Entity

% Ownership

Address

1b. List all persons not listed above that have owned a five percent (5%) or greater interest in the individual PEO or the parent organization of the PEO group in the five years preceding the date of this application. Use additional paper if necessary.

Person or Entity

% Ownership

Address

2.If the applicant PEO or its parent company is a publicly traded company, list all persons or entities that own fifty percent (50%) or greater interest in the PEO or the parent company of the PEO.

Person or Entity

% Ownership

Address

D. Group Information (to be completed only by group applicants)

1a. List all the Professional Employer Organizations in the group. Include the FEIN and address for each PEO. Use additional paper if necessary.

PEO

FEIN

Address

1b. Additional names, if any, under which the PEOs conduct business.

2a. List the addresses of each additional office each member of the group maintains in New York. Use separate sheet of paper if necessary.

2b. Other than those in 2a., list the addresses of each office maintained by each member of the group in New York during the past five years. Include any other names used and names of predecessors and successors, if known. Use additional paper if necessary.

LS 665 (06/20)

Page 2 of 4

E. Submission Instructions (applicable to individual and group applicants)

For any questions, email PEOinfo.LS@labor.ny.gov or call (518) 457-1942.

The initial PEO registration application must be submitted prior to operating in New York State. Renewal registration application(s) must be submitted no later than 180 days after the end of the PEO’s fiscal year.

Make sure you have marked on the first page whether this is an initial or renewal request by an individual PEO or a PEO Group, and the Declaration and Group Guaranty, if applicable, on the next page are completed.

With an initial request, submit a copy of the corporate filing receipt and/or authorization to do business in New York State from the New York State Secretary of State for each incorporated individual PEO, parent organization and PEO group member.

Attach a blank client contract incorporating the requirements of Article 31 of the New York Labor Law and a sample written notice to worksite employees.

Attach a list of all New York clients including the name, address, FEIN, type of business, name of the New York State Workers’ Compensation and Disability Insurance policyholders, and number of employees for each client. This list will be kept confidential. Attach a reviewed or audited financial statement of the PEO’s most recent fiscal year;

o The statement must have been prepared within 180 days prior to the submission by an independent certified public accountant (CPA) using generally accepted accounting principles (GAAP) and must show a minimum net worth of $75,000.

o The statement must be accompanied by a cover letter, signed by the independent CPA, certifying that (1) the statement fairly represents the financial position of the firm in accordance with GAAP and (2) there is reasonable assurance that the firm has timely paid all applicable federal and state payroll taxes on all New York employees (for example: office, worksite, etc.) for that fiscal year and explaining the basis for these certifications.

o A PEO Group may submit combined or consolidated audited or reviewed financial statements.

o Where the Group or the Group’s parent submit a combined or consolidated statement, supplemental consolidated or combined schedules covering each professional employer organization registered under the group must be included.

o If a bond or security is to be submitted in place of financial statements, email or call us for submission information.

Attach proof of New York Workers’ Compensation and Disability Insurance:

oIf you have office and internal employees in New York, provide evidence of coverage for New York State Workers’ Compensation and

Disability Insurance by attaching copies of Form C-105.2 and DB-120.1 (Certificate of Insurance) that are available from your carrier(s).

oIf you have no office or internal employees in New York, attach Form CE-200. Information on and copies of this form are available from any District Office of the New York State Workers’ Compensation Board or from their website at www.wcb.ny.gov. Click on “WC/DB Exemptions”. Then click “Request for WC/DB Exemptions.”

If a corporation, the request must be signed by an officer of the corporation authorized to bind the entity.

If a partnership, proprietorship or LLC, the request must be signed by a partner, owner or member authorized to bind the entity.

Mail the completed request with all attachments to:

New York State Department of Labor

Division of Labor Standards

Permit and Certificate Unit

State Office Campus

Building 12, Room 185B

Albany, NY 12240

F. Responsibilities (applicable to individual and group applicants)

Within 60 days of the end of each calendar quarter, the PEO must submit a statement, signed by an independent CPA, certifying that there

is reasonable assurance that the firm has timely paid all applicable federal and state payroll taxes on all New York employees (for example: office, worksite, etc.) for that quarter and explaining the basis for this certification.

Within 60 days of the end of each calendar quarter, a client list must be submitted, showing all changes since the last list submitted. Include the name and address, FEIN, type of business, and name of New York State Workers’ Compensation and Disability Insurance policyholders for each new client. The list should be signed by an officer, partner, owner or member, certifying the list is complete, current and accurate.

Upon ending a contract, the client must be advised to contact the Unemployment Insurance (UI) Division concerning its UI liability. Inquiries can be directed to Liability and Determination Section, Unemployment Insurance Division, Department of Labor, State Campus, Albany, NY 12240. The telephone number is (518) 457-2635.

LS 665 (06/20)

Page 3 of 4

G. Declaration (to be completed by individual and group applicants)

By filing this request, the applicant authorizes the Unemployment Insurance Division to release the Unemployment Insurance records of the individual PEO, or PEO parent and each member of the group to the Division of Labor Standards.

I, the undersigned, affirm that I am an officer, partner, proprietor or member of the PEO, or the Applicant and Applicant Group, and am authorized to file this Request for Registration to operate as a PEO, or as a PEO Group, in the State of New York on its behalf or on behalf of the applicant PEO Group. I further affirm that the individual PEO, or PEO parent and each member of the group reviewed and will comply with all legal requirements of statues, in particular Article 31, the New York Professional Employer Act, and regulations of the Department of Labor. I affirm that the information in this request and all attachments is complete and accurate to the best of my knowledge.

Date

 

 

Signature of Chief Executive Officer, Partner,

 

 

 

 

Sole Proprietor or Member

 

 

 

 

 

 

 

 

Print name of above signatory

H. Group Guaranty (to be completed by each member of a PEO Group)

Each PEO that is a member of the PEO Group and is listed on this request must provide the following guaranty.

Guaranty

I, the undersigned, affirm that I am authorized to file this guaranty with the Department of Labor of the State of New York on

behalf of

 

[insert PEO name] (hereinafter Member Company).

Member Company is a PEO member of the

[insert name of applicant]

PEO Group and joins in the application for registration as a PEO group.

As part of this request, Member Company guarantees payment of all legal financial obligations of all other PEOs listed as members of the PEO Group in the request so long as they continue as members of the Group and under the common ownership and control of the applicant.

Date Signed

 

Signature of Chief Executive Officer, Partner,

 

 

Sole Proprietor or Member

Print name of above signatory

LS 665 (06/20)

Page 4 of 4

Crucial Queries on This Form

  1. What is the New York LS 665 form?

    The New York LS 665 form is a registration request for Professional Employer Organizations (PEOs) in New York State. It is used for both initial registrations and renewals for individual PEOs and PEO groups. This form collects essential information about the organization, its ownership, and its operations in New York.

  2. Who needs to fill out the LS 665 form?

    Any Professional Employer Organization that wishes to operate in New York State must complete the LS 665 form. This includes both individual PEOs and groups of PEOs that are majority owned by the same entity. Renewal applications are also required for organizations that have previously registered.

  3. What information is required on the form?

    The LS 665 form requires various types of information, including:

    • Name and ownership details of the PEO or parent organization
    • Type of business organization (e.g., corporation, partnership)
    • Federal Employer Identification Number (FEIN)
    • Addresses of the principal office and any additional offices
    • Ownership information, including those with a significant interest in the organization
  4. How do I submit the LS 665 form?

    Complete the LS 665 form and mail it to the New York State Department of Labor at the specified address: Division of Labor Standards, Permit and Certificate Unit, State Office Campus, Building 12, Room 185B, Albany, NY 12240. Ensure all required attachments are included with your submission.

  5. What are the deadlines for submitting the LS 665 form?

    For initial registrations, the LS 665 form must be submitted before operating in New York State. For renewals, the application must be submitted no later than 180 days after the end of the PEO’s fiscal year. Adhering to these deadlines is crucial to maintain compliance.

  6. What attachments are needed with the LS 665 form?

    When submitting the LS 665 form, include the following attachments:

    • Corporate filing receipt or authorization to do business in New York
    • Client contract and sample written notice to employees
    • List of New York clients with detailed information
    • Reviewed or audited financial statement
    • Proof of Workers’ Compensation and Disability Insurance
  7. What are the financial requirements for PEOs?

    PEOs must submit a financial statement prepared by an independent CPA, demonstrating a minimum net worth of $75,000. This statement must comply with generally accepted accounting principles (GAAP) and confirm timely payment of applicable payroll taxes for New York employees.

  8. What responsibilities do PEOs have after registration?

    Registered PEOs must submit quarterly statements certifying timely payment of payroll taxes and provide an updated client list. Additionally, they must inform clients about their unemployment insurance liabilities upon contract termination.

  9. How can I get help with the LS 665 form?

    If you have questions regarding the LS 665 form, you can email PEOinfo.LS@labor.ny.gov or call (518) 457-1942 for assistance. It is advisable to seek clarification before submitting the form to ensure all requirements are met.

How to Write New York Ls 665

After gathering the necessary information, you are ready to fill out the New York LS 665 form. This process requires careful attention to detail, as accurate completion is essential for your registration as a Professional Employer Organization (PEO) in New York. Follow these steps to ensure you fill out the form correctly.

  1. Determine the type of request: Check the appropriate box for either "Initial" or "Renewal" for an individual PEO or a PEO Group.
  2. Fill in general information: Provide the name of the individual PEO or parent organization, any additional names under which the PEO conducts business, type of business organization, and Federal Employer Identification Number (FEIN).
  3. Complete the physical address: Include the complete physical address of the Principal Administrative Office and a different mailing address if applicable. Also, provide the telephone, fax, and email address of the office.
  4. List additional offices: State the current address of each additional office maintained in New York. Use extra paper if needed.
  5. Ownership information: List all persons or entities that own a five percent (5%) or greater interest in the PEO or parent organization. Include past owners from the last five years if applicable.
  6. Group information: If applying as a group, list all PEOs in the group with their FEIN and addresses. Include any additional names under which the PEOs conduct business.
  7. Gather submission materials: Prepare the required documents, including corporate filing receipts, client contracts, a list of New York clients, financial statements, and proof of Workers’ Compensation and Disability Insurance.
  8. Sign the form: Ensure the form is signed by an authorized individual, such as a CEO, partner, or member.
  9. Mail the completed form: Send the filled-out form along with all attachments to the New York State Department of Labor at the specified address.

Once you submit the form and all necessary documents, the Department of Labor will review your application. Be prepared to respond to any follow-up requests or inquiries they may have. Ensure you keep copies of everything submitted for your records.

Common mistakes

Filling out the New York LS 665 form can be a straightforward process, but many applicants make common mistakes that can lead to delays or complications. One frequent error is failing to specify the type of request correctly. Whether it’s an initial registration or a renewal, marking the right option on the first page is crucial. If this step is overlooked, it could result in the application being rejected or returned, wasting valuable time.

Another common mistake involves providing incomplete or inaccurate information in the General Information section. Applicants sometimes forget to include all additional names under which the Professional Employer Organization (PEO) conducts business. This section is essential for the Department of Labor to understand the full scope of the PEO’s operations. Omitting details here can lead to confusion and may require resubmission of the application.

Ownership information is another area where applicants trip up. Many fail to list all individuals or entities that own a five percent or greater interest in the PEO. Incomplete ownership disclosures can raise red flags during the review process. It’s important to provide thorough and accurate ownership details to avoid any potential issues down the line.

Lastly, applicants often neglect to attach necessary documentation, such as the corporate filing receipt or proof of insurance. These attachments are not optional; they are required for the application to be considered complete. Missing documents can lead to significant delays or even denial of the application. Being diligent about gathering and submitting all required paperwork can make the process smoother and more efficient.

Key takeaways

Here are some key takeaways regarding the New York LS 665 form, which is essential for Professional Employer Organizations (PEOs) seeking registration:

  • Initial and Renewal Requests: Clearly indicate whether you are submitting an initial application or a renewal. This distinction is crucial for processing your request.
  • Ownership Disclosure: Provide detailed information about ownership. List all individuals or entities with a five percent or greater interest in the PEO. This includes past owners from the last five years.
  • Financial Documentation: Attach a reviewed or audited financial statement prepared by a certified public accountant. Ensure it meets the $75,000 net worth requirement and is current within 180 days.
  • Insurance Proof: Include evidence of New York Workers’ Compensation and Disability Insurance. This is mandatory whether you have internal employees or not.
  • Quarterly Responsibilities: Remember to submit quarterly statements certified by an independent CPA. This should confirm timely payment of payroll taxes for all New York employees.

Other PDF Templates

Document Attributes

Fact Name Details
Purpose of Form The New York LS 665 form is used for registering Professional Employer Organizations (PEOs) in New York State.
Initial and Renewal Requests Applicants can submit requests for initial registration or renewal for both individual PEOs and PEO groups.
General Information Section This section requires the name, type of business organization, and contact details of the PEO or parent organization.
Ownership Disclosure Applicants must disclose individuals or entities that own 5% or more of the PEO or its parent organization.
Submission Deadline Renewal applications must be submitted within 180 days after the end of the PEO’s fiscal year.
Financial Statement Requirement A reviewed or audited financial statement must be submitted, showing a minimum net worth of $75,000.
Insurance Proof Proof of New York Workers’ Compensation and Disability Insurance is required, depending on the presence of employees in New York.
Legal Compliance Applicants must comply with Article 31 of the New York Labor Law, which governs PEO operations.
Client List Submission PEOs must submit a list of clients, including details such as name, address, and FEIN, every quarter.
Contact Information For questions, applicants can email PEOinfo.LS@labor.ny.gov or call (518) 457-1942 for assistance.