CDC+ Provider Forms & Documents

As the employer, it is your responsibility to ensure Employee and Vendor/Independent Contractor Packets are completed and Federal Income Tax laws are followed. APD wants to assist in ensuring you are set up for success as you navigate the onboarding process by providing the below information in one location. Please note, all forms must be submitted in English. Spanish forms are provided for reference only.

CDC+ Employee Packet

Examples of employees in the CDC+ program are your family members, friends, or others who provide direct services such as personal care assistance, respite, transportation, or other services that do not require a licensed professional.

• Instructions for Completing the Employee Packet
• Certificate of Good Moral Character
• Employee Information Form
• IRS Form W-4 (English)
• DHS Form I-9 (English)
• Employee Change of Name/Address Form
• Direct Deposit Request Form
• Rapid Paycard Request Form
• DOL Home Care Rule Effective November 2015
• 2023 CDC+ Duplicate W-2/1099 Request Form
• 2023 CDC+ Corrected W-2/1099 Request Form

Additional Reference Forms

• IRS Form W-4 (Spanish)
• DHS Form I-9 (Spanish)
• FAQs on the 2020 Form W-4

CDC+ Vendor/Independent Contractor Packet

Examples of Independent Contractors (IC) in the CDC+ program are professionals such as registered nurses (RNs) and licensed practical nurses (LPNs) providing skilled or private duty nursing services, physical therapists, behavior therapists, and other certified or credentialed professionals performing their professional services.

• Instructions for Completing the Vendor/IC Packet
• Certificate of Good Moral Character
• Vendor/Independent Contractor Information Form
• IRS Form W-9 (English)
• Vendor Change of Name/Address Form
• Direct Deposit Request Form

Could Your Providers Qualify for a Federal Income Tax Exemption on Wages Earned in CDC+?

• In 2014, the IRS issued Notice 2014-7 addressing the income tax treatment of certain payments to an individual care provider under a state Home and Community-Based Services Waiver (Medicaid waiver) program.
• CDC+ staff are not tax professionals and do not provide tax guidance to providers about their specific tax filings or exemptions.
• The CDC+ program cannot determine whether a provider is or is not eligible for this exemption based upon a single set or even combination of criteria such as service code, relationship to consumer, or live-in status. Providers need to seek the guidance of their tax professional to determine whether they are eligible for this exemption.
• Exemption Form
• When it has been determined that the provider is eligible for this exemption, the Exemption Form will need to be completed correctly and returned to Consumer-Directed Care Plus, 4030 Esplanade Way, Suite 215, Tallahassee, FL 32399-0950.
• There is no requirement to renew the exemption, however it is the employees responsibility to notify us if there are any changes and they no longer qualify for the exemption.

Important IRS Links and Documents

Please refer to the IRS website and your tax preparer for any questions you may have.

• More information can be found on page 31 of www.irs.gov/pub/irs-pdf/i1040gi.pdf . 
• The Notice 2014-7 is available at IRS website www.irs.gov/irb/2014-4_IRB/ar06.html ;
• Related questions and answers are also available at www.irs.gov/individuals/certain-medicaid-waiver-payments-may-be-excludable-from-income for more information.  (see #10 and #11)
• The following IRS website www.irs.gov/pub/irs-pdf/p525.pdfwill provide information from IRS Publication 525.