This page is your central hub for getting started with our agency. Here you’ll find important information, required documents, and helpful resources to guide you through the first steps of joining our team. Everything is organized to make the process as smooth as possible, so you can quickly get settled and focus on your new role.
To ensure compliance and to set you up for prompt receipt of payment, all team members must complete the appropriate documents based on their classification. Please review the list below carefully and complete the forms that apply to your role. Links to each document will be available under your specific employment type.
All required forms must be completed and submitted to [email protected] as quickly as possible to ensure compliance and avoid any delays in processing. If you have questions or need assistance while completing your paperwork, please don’t hesitate to reach out — you can email our HR team at the same address or contact Nikki directly at 407.800.1797. Forms that need to be customized will be emailed to each person individually. General documents are hyperlinked for your convenience.
Form W-4 (Employee’s Withholding Certificate)
Form I-9 (Employment Eligibility Verification with required ID documents)
W-2 Employee Agreement (Must be customized to each Employee individually and will be sent directly to your email for e-signature)
Direct Deposit Authorization Form (Provided by your banking institution)
Licensing and Certifications Upload (if applicable, e.g., insurance license, notary commission)
Acknowledgment of Nicolette Management Handbook & Company Policies
Benefits Enrollment Forms (if applicable, sent from carriers)
Form W-9 (Request for Taxpayer Identification Number and Certification)
Independent Contractor Agreement (Must be customized to each Contractor individually and will be sent directly to your email for e-signature)
Direct Deposit / ACH Authorization Form (Provided by your banking institution)
Licensing and Certifications Upload (if applicable, e.g., insurance license, notary commission)
Acknowledgment of Nicolette Management Handbook & Company Policies
Benefits Enrollment Forms (if applicable, sent from carriers)
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If you need any assistance, please do not hesitate to contact HR. You can email them at [email protected] by clicking the button below, or you can call 407.800.1797. For fastest assistance, please send a text.
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