How to add an owner to the roster?

Owners must be included in your Guideline roster for a variety of reasons, including to conduct required compliance testing, and to ensure they are able to participate if eligible to do so. 

To add an owner to your Guideline roster:

  1. Navigate to the “Roster” page of your Guideline administrator dashboard 
  2. Select the “+ Add Owner” option in the right-hand corner 

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  1. Add the owner’s information, as requested 
  2. Check the “is an owner” box
  3. Select “Self Employment” as the “Wage Type”

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If the owner is already on your roster, ensure they are marked as an owner and their wage type is listed correctly. To do this:

  1. Navigate to the “Roster” page of your Guideline administrator dashboard 
  2. Select the owner from the roster
  3. Make sure the “is an owner” box is checked
  4. Ensure the “Wage Type” is set to “Self Employment.” 
  • If the “Wage Type” field is grayed out, please reach out to Guideline at clients@guideline.com  or call 888-228-3491 to request an Account Manager update the owner's wage type. 

Once an owner is listed on your Guideline roster, they will receive an invitation email to set up their participant dashboard once they become eligible to participate.

Additionally, once they set up their participant account, an owner can request an owner’s draw if eligible to do so. 

 

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