The Illinois UI-28 form is a Refund Request Form used by employers to claim refunds for overpayments made to the Illinois Department of Employment Security (IDES). Employers can submit this form online through MyTax Illinois or by faxing or mailing it to the IDES Refund Unit. It is important to fill out the form accurately to ensure timely processing of the refund request.
To begin your refund process, please fill out the form by clicking the button below.
The Illinois UI-28 form is a crucial document for employers seeking to request a refund for overpayments made to unemployment insurance. Understanding how to navigate this form can simplify the refund process significantly. With updated options, employers can now choose to receive their refunds either through direct deposit or as a paper check, providing flexibility based on preference. The most efficient way to submit the UI-28 Refund Request is through the MyTax Illinois website, where users can easily access the necessary links and complete their requests online. This platform not only facilitates refund requests but also offers a variety of additional features, such as submitting quarterly contribution reports, making payments, and managing tax correspondence. When filling out the UI-28, it's important to provide detailed information regarding the overpayment and to ensure that all sections of the form are completed accurately. Each calendar year requires a separate UI-28 submission, and specific instructions are provided to guide employers through the process. For those who may have questions or need assistance, resources are readily available through the IDES Employer Hotline and the IDES website, ensuring support is just a call or click away.
UI-28 Refund Request Form
IDES has updated your refund options. You can now receive your refund either through direct deposit or as a paper check.
The best way to submit your UI-28 Refund Request to IDES is online
through MyTax Illinois.
To submit your UI-28 Refund Request online:
•Log on to the MyTax Illinois website at http://mytax.illinois.gov
•Click on the Unemployment Insurance link
•Click on the “Request a Refund” link under the “I Want To” section
•It’s quick and easy to do
Other features available online at MyTax Illinois:
✓Submit your quarterly contribution and wage reports
✓Make all your payments easily and securely
✓View your tax letters and correspondence
✓Request interest and penalty waivers
✓View your new annual tax rates
✓Maintain Power of Attorney relationships
AND MUCH MORE…
Visit our IDES Employer Update website, at www.ides.illinois.gov/MyTaxUI for additional information. Contact the IDES Employer Hotline at 1-800-247-4984 if you have any questions about MyTax Illinois or the UI 28 form.
Instructions for completing the UI-28 are on Page 2. The UI-28 Form is on Pages 3 and 4. Note, Page 4 is only required if you have elected to receive your refund via
Direct Deposit.
UI-28 Revised: May 2018
Page 1 of 4
INFORMATION AND GENERAL INSTRUCTIONS
If there is currently an overpayment on your account, you may apply the overpayment to contributions due in subsequent quarters or we will automatically apply it to any future underpayment. You may also apply for a refund online at mytax.illinois.gov or by completing this UI-28 form and faxing it to 217-557-1948 or mailing it to:
DEPARTMENT OF EMPLOYMENT SECURITY
REFUND UNIT, 10TH FLOOR
33 SOUTH STATE STREET
CHICAGO, ILLINOIS, 60603
You have three years from the date of the overpayment to use the credit or to request a refund, except in the case of an overpayment that occurred on or after January 1, 2015 and prior to the effective date of House Bill 2699 of the 100th General Assembly, in which case you have until June 30, 2018 or 3 years from the date of the overpayment, whichever is later.
A separate form UI-28, Refund Request Form, must be submitted for each calendar year with respect to which a claim is filed. If you are adjusting individual worker’s wages not previously corrected, you must complete Form UI-40C
“EMPLOYERS CORRECTION REPORT FOR THE QUARTERENDING - ,” and submit it with the Form UI-28. TheUI-40C form may be printed from the IDES website, www.ides.illinois.gov. Please be aware that correcting a wage report may affect an employer’s contribution rate for any year with respect to which such wages were included in the computation of the rate.
All claims for adjustments/refund are subject to field investigation and audit at the discretion of the Director.
INSTRUCTIONS FOR PREPARATION OF
FORM UI-28, REFUND REQUEST FORM
Enter your name and account number exactly as it appears on your contribution report. Enter your current address. However, entering an address on this form that is different than the address currently contained in our records will not be considered an official change of address request. If this is a new address, you must update your address with the Department in one of the following ways: through MyTax Illinois (mytax.illinois.gov), by mailing a UI-50A Notice of Change to the Department, or by calling, faxing or writing the Department and providing the same information as would be provided on the UI-50A.
ITEM A. BASIS OF CLAIM
Explain in detail the nature of the overpayment. State fully the facts which you believe entitle you to an adjustment/refund. If more space is required, continue on your own letterhead, which will then become a part of this claim. FAILURE TO GIVE COMPLETE INFORMATION WILL DELAY THE PROCESSING OF YOUR CLAIM AND MAY RESULT IN A DENIAL.
ITEM B. FOR THE YEAR
Enter the year applicable to your claim.
ITEM C. DESCRIPTION OF PAYMENTS
Each line represents a quarter, per year.
Enter the date of payment, original amount of payment and amount to be refunded.
Total Amount of This Claim – Enter the total amount of claim for the calendar year. Amount shown in this item must equal the sum of the totals in the Amount to be Refunded column.
*** The UI-28 must be Signed with Official Title and Dated ***
Page 2 of 4
Refund Request Form (UI-28)
33 South State Street, Refund Unit, 10th Floor
Fax: 217-557-1948
Chicago, Illinois, 60603
UI Account Number
Employer Name
Mailing Address
City - State - Zip Code
A.BASIS FOR CLAIM. (If more space is required, attach additional sheets)
____________________________________________________________________________
B.FOR THE YEAR: _______ (Enter year applicable to this claim. Prepare a separate claim for each year)
C.DESCRIPTION OF PAYMENTS. Please list the payments for which a refund is requestedbelow:
DATE OF PAYMENT
ORIGINAL AMOUNT OF PAYMENT
AMOUNT TO BE REFUNDED
TOTAL AMOUNT OF THIS CLAIM:
Your refund may be sent to you either in the form of Direct Deposit or a Paper Check.
If you choose Direct Deposit, complete page 4 and return it with this page 3.
Payment Method (Select One):
Direct Deposit
Paper Check
I, the undersigned, certify that the information contained in this claim, including any other attachments, is true and correct to the best of my knowledge and belief, that I have authority to act on behalf of the abovenamed employer, and that no claim for this erroneous payment has previously been made.
Printed Name __________________________________
Signed by ____________________________________
Official Title __________________________________
Date
____________________________________
Note: This claim for refund must be signed by an owner, partner, officer or authorized agent within the employing enterprise. If signed by another person, a Power of Attorney must be on file. This state agency is requesting disclosure of information that is necessary to accomplish the statutory purpose as outlined under 820 ILCS 405/2201. Disclosure of this information is voluntary. However, failure to supply the information required by this form will result in your refund request being denied.
Page 3 of 4
Direct Deposit Authorization
(Complete and return with Page 3 only if electing Direct Deposit)
Employer Name:
Employer UI Account Number (7 Digits):
If Direct Deposit is Chosen, Please Provide the Employer’s Bank Information Below
Employer FEIN Number (9 Digits):
Bank Name:
____________________________________________
Bank Routing Number:
Bank Account Number:
Bank Account Number (Re-enter): ____________________________________________
Name on Bank Account:
Type of Bank Account:
Business Checking
Checking
(Select Only One)
Business Savings
Savings
If you elected to receive a Paper Check, fax only Page 3 to the fax number below.
If you elected Direct Deposit, fax both Pages 3 and 4 (in that order)
to the fax number below.
Page 4 of 4
Completing the Illinois UI-28 form is essential for requesting a refund due to an overpayment. Follow these steps carefully to ensure your request is processed without delays. Make sure all information is accurate and complete before submission.
Once submitted, your claim will be processed. Keep an eye on your email or mail for any updates regarding your refund status. If you have questions, reach out to the IDES Employer Hotline at 1-800-247-4984.
The Illinois UI-28 form is a Refund Request Form used by employers to request a refund for overpayments made to the unemployment insurance fund. If an employer has paid more than what is due, they can use this form to claim a refund. It's important to note that the form must be submitted for each calendar year where a claim is filed.
You can submit your UI-28 Refund Request online through MyTax Illinois, which is the recommended method. Here’s how:
If you prefer to submit the form by mail or fax, you can complete the UI-28 form and send it to the Department of Employment Security Refund Unit at the address provided on the form or fax it to 217-557-1948.
When completing the UI-28 form, you will need to provide several key pieces of information:
Make sure to sign and date the form, as it must be certified by an authorized representative of the employer.
You have two options for receiving your refund:
If you choose Direct Deposit, you will need to complete an additional section on the form to provide your bank information. If you prefer a Paper Check, you only need to submit the main part of the UI-28 form. Be sure to select your preferred payment method on the form.
Incorrect Personal Information: Many individuals fail to enter their name and account number exactly as it appears on their contribution report. This discrepancy can lead to processing delays or even denials of the refund request.
Missing Year Specification: Some applicants forget to specify the year applicable to their claim. Each claim must be submitted for a specific calendar year, and omitting this detail can complicate the process.
Incomplete Payment Descriptions: When detailing the payments, it’s crucial to provide complete information for each entry. Omitting payment dates, amounts, or the refund amounts can result in significant delays in processing.
Failure to Sign and Date: A common oversight is not signing the form or failing to date it. The UI-28 must be signed by an authorized individual, and without this signature, the claim will not be considered valid.
Not Using the Correct Submission Method: Submitting the form incorrectly can lead to issues. For instance, if opting for Direct Deposit, both pages of the UI-28 must be faxed together. Failing to follow the submission guidelines can delay the refund process.
When submitting the Illinois UI-28 form, there are several other documents that may also be required or helpful to include. Each of these forms serves a specific purpose in the refund process and can help ensure that your request is processed smoothly. Here’s a brief overview of these forms:
Being thorough with these forms can make a significant difference in the speed and success of your refund request. Always double-check to ensure you have included everything necessary before submission. This proactive approach can save time and reduce the chances of complications down the line.
The Illinois Form UI-40C, titled "Employers Correction Report for the Quarter Ending," is similar to the UI-28 in that it addresses issues related to overpayments. While the UI-28 is specifically for refund requests, the UI-40C is used to correct wage reports for individual workers. Employers must submit this form when they need to adjust previously reported wages, which can directly impact their contribution rates. Like the UI-28, it requires detailed information about the corrections being made, ensuring that the Department of Employment Security has accurate records.
The Illinois Form UI-50A, known as the "Notice of Change," serves a different purpose but is similar in its function of updating information with the Department of Employment Security. While the UI-28 focuses on refund requests, the UI-50A is used to officially notify the department of any changes to an employer's address or other pertinent details. Both forms require accurate and complete information to prevent delays in processing. Submitting a UI-50A is essential for employers who want to ensure that their contact information is current and that they receive important correspondence without interruption.
The IRS Form 941, "Employer's Quarterly Federal Tax Return," also shares similarities with the UI-28. While the UI-28 deals with state unemployment overpayments, Form 941 is used to report federal payroll taxes withheld from employee wages. Both forms require detailed reporting of payments made during a specific period, and both must be filed quarterly. Employers must ensure accuracy in these forms to avoid potential penalties or issues with tax liabilities. The completion of both forms is crucial for maintaining compliance with tax regulations at both state and federal levels.
Lastly, the Illinois Form IL-941, "Illinois Withholding Income Tax Return," is another document that parallels the UI-28 in its reporting requirements. This form is used by employers to report income tax withheld from employees' wages. Like the UI-28, it requires specific details about payments made and must be filed regularly. Both forms emphasize the importance of accurate reporting to avoid financial discrepancies and ensure that the appropriate amounts are paid to the respective authorities. Employers must stay diligent in completing these forms to maintain good standing with tax obligations.
When filling out the Illinois UI-28 form, it's essential to follow specific guidelines to ensure your refund request is processed smoothly. Here’s a list of things you should and shouldn't do:
By adhering to these guidelines, you can help ensure that your refund request is handled efficiently and effectively.
This is not true. There is a three-year limit from the date of overpayment to request a refund or apply the credit to future contributions. Missing this window can result in losing the opportunity for a refund.
Many believe that mailing the form is the only option. However, you can submit your UI-28 refund request online through MyTax Illinois, which is often faster and more efficient.
In some cases, especially if correcting individual worker wages, you must also complete and submit the UI-40C form. Failing to include this can delay your refund process.
Many are unaware that you have the option to receive your refund via direct deposit, which can expedite the process and enhance convenience.
In reality, providing a comprehensive explanation of the overpayment is crucial. Incomplete information can lead to delays or even denial of your claim.
Submitting a new address on the form does not change your official address with the Department. You must update your address separately through MyTax Illinois or by submitting a UI-50A form.
This is misleading. All claims are subject to review and potential audits by the Director. Approval is not guaranteed and depends on the accuracy and completeness of your submission.
Key Takeaways for Filling Out and Using the Illinois UI-28 Form: