24255 Pacific Coast Highway, Malibu, California 90263 ▪ 310-506-4397

Dear New Faculty Member,

Congratulations on your new position and welcome to Pepperdine University!

The rich, unique community at Pepperdine is comprised of students, faculty, staff, and friends whose backgrounds cross the lines of culture, generation, religion, race, ethnicity, national origin, education, socio-economics, age, and experience.

As a Christian University affiliated with the Churches of Christ, Pepperdine treats everyone with the respect and kindness that we have been called to show one another. The University community is a space where lives intersect and knowledge is discovered, which fortifies the strength found in our differences and uncovers the virtues revealed in diversity, unity, and restoration. To that end, Pepperdine is committed to fostering an environment free from discrimination as described in California Education Code Section 66270 and reserves its right to remain a Christian University by favoring co-religionists in its admissions decisions.

Pepperdine’s policies and procedures are designed to steward the University's mission and resources, build community, facilitate business operations, and comply with applicable laws. All faculty and staff are called to adhere to all policies and procedures, and we encourage all staff and faculty to review the Code of Ethics and University Policy Manual.

• The Code of Ethics details the ethical expectations of members of the PepperdineUniversity community, including treatment of others, stewardship, and conflicts ofinterest: http://community.pepperdine.edu/hr/policies/ethics.htm

• The University Policy Manual is to acquaint faculty and staff with Pepperdineemployment policies, procedures, standards, and benefits. The Manual answers manycommon questions about employment at Pepperdine:http://community.pepperdine.edu/hr/policies/policymanual.htm

In this PDF file, you will find the following new hire paperwork required to establish access to our university systems. (Please note: Some of the forms ask you to list your campus wide identification number (CWID). A Human Resources staff member will fill in this information after we generate a CWID for you in our information system.)

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W-4*□

Personal Data Form

□ Technology Agreement

Confidentiality-Security Agreement□

*Per Payroll Office requirements, theseforms cannot be signed electronically.Please provide a physical signature andturn in these forms to your departmentrepresentative or Human Resources.

Payroll Direct Deposit Authorization*

24255 Pacific Coast Highway, Malibu, California 90263 ▪ 310-506-4397

Additionally, these two items are required:

□ I-9 Employment Eligibility Verification Form— You will receive an email invitation tocomplete Section 1 of the I-9 Employment Eligibility Verification Form. This particularemployment form is administered by the Department of Homeland Security and isused to verify employment eligibility of all workers in the United States. Federal lawrequires that we have this form on file for every employee working at Pepperdine.

Upon completing Section 1 of the form electronically, the law requires that we personally view the original documents which establish your identity and eligibility to work in the U.S. Your form is not complete until we have recorded your documents. "Lists of Acceptable Documents" is provided on the last page of this packet. You may present these documents to the designated representative at your school or to Human Resources at the Malibu campus. If you are not in the Los Angeles area and you need assistance with how to complete your I-9, please contact Human Resources at employment@pepperdine.edu or 310-506-4397.

□ Background Check— You will soon receive an email from our third partybackground screening organization, HireRight, inviting you to fill out your informationto perform the screening. This is an employment, educational, and criminalscreening. The screening will request all of your employment history, but please onlyinclude the past 7 years. Please be assured that the information collected is for basicbackground check purposes only and will be carefully protected.

I encourage you to complete this process as soon as possible, so we may input you into the University’s information system, which will provide you access to email, Sakai, and our library databases. In order to ensure that we remain in compliance with the Department of Homeland Security and Pepperdine’s background screening policy, all items must be completed and received by Human Resources before access can be granted. Additionally, it is extremely important that all items are completed prior to your first day of employment or contract start date. Again, I welcome you to the Pepperdine community and invite you to contact Human Resources at 310-506-4397 with questions or concerns.

Sincerely,

Carla Anderson-Kohn Senior Associate Director, Compensation & Employment Pepperdine University 310-506-6218carla.anderson@pepperdine.edu

Human Resources Personal Data Sheet

Address Change? Update your personal information through Employee Self Service in WaveNet

Title: First Name: M.I.: Last Name: CWID:

Preferred Name (if different from above): Date of Birth: Gender: M F

Marital Status: Single Married Separated Divorced Widowed

Highest Education Level Completed: No Formal Education Bachelor's Level Degree Doctorate (Professional)

Ph.DLess than High School Completion High School graduate or equivalent

Some College Technical School 2-year College Degree

Master's Level Degree Doctorate (Academic)

Home Address:

Mailing Address: (where your W-2 will go if different from Home)

Phone Numbers: (please check your preferred contact number) Social Security Number: Home: Cell:

Personal Email Address: *Faculty: please check your Pepperdine email regularly, orhave it forwarded to your preferred email address

Ethnic Background:

I am Hispanic or Latino I am not Hispanic or Latino

Race (check all that apply): White Black/African American American Indian/Alaskan Asian Native Hawaiian/Other Pacific Islander

Military Service:

Active Duty Pre-9/11 Veteran Post-9/11 Veteran

Religious Affiliation: 00 – Decline to State 06 – Church of Christ 12 – Lutheran 18 – Unitarian 25 – Islam 01 – Assembly of God 07 – Congregational 13 – Methodist 19 – None 02 – Baptist 08 – Disciples of Christ 14 – Church of God 20 – Other 03 – Buddhist 10 – Jewish 15 – Eastern Orthodox 22 – Christian Church 04 – Catholic 11 –Church of Jesus Christ 16 – Presbyterian 23 – Protestant 05 – Christian Science of Latter-Day Saints 17 – Seventh Day Adventist 24 – Episcopal

Updated 1/24/2019

For Current Employees: I have legally changed my name (SS card req’d). Former Name: I am updating data I cannot change under the My Information link in WaveNet

For New Employees: I have previously worked for Pepperdine–dates of employment: I am a current/former Pepperdine student–dates of study:

Emergency Contact Information: Contact’s address is same as mine Name: Phone Number: Relationship:

I affirm that the above information is true

Signature __________________________________________________ Date: __________________

Street: City: State: Zip:

Street: City: State: Zip:

Confidential

Phone: 310-506-4397 Email: humanresources@pepperdine.edu Web: http://community.pepperdine.edu/hr

Do you have a professional license? Yes - Type of license:No

PAYROLL DIRECT DEPOSIT AUTHORIZATION AND AGREEMENT

The Payroll Direct Deposit service is offered with the explicit understanding that Pepperdine University is not responsible for any financial liability that may result from the electronic transactions by and between Bank of America and your financial institution.

The accuracy of the information you are provided herein is solely your responsibility.

INSTRUCTIONS BALANCE ACCOUNT - To deposit your net pay into only one account, complete the information required for Balance account only.

AMOUNT/PERCENT ACCOUNT - If you wish to deposit money in two different accounts, or two different banks, complete the information requested for the Amount/Percent account. This must include a specific amount.

IMPORTANT FOR DEPOSITS TO A CHECKING OR SHAREDRAFT ACCOUNT, PLEASE ATTACH A COPY OF A VOIDED CHECK TO THIS FORM.

All information provided on this form will supersede all previous forms.

Bi-Weekly Monthly New Request Change

Name (Last, First, MI) ______________________________________________________ Campus-Wide ID _______________

Phone No. ____________________________________________________________________________________________

BALANCE ACCOUNT

Account No. _____________________________________________________________________ Checking Savings

Routing No. _____________________________________ Financial Institution ______________________________________

Address ________________________________________ City _______________________ State _____ Zip ______________

AMOUNT/PERCENT ACCOUNT

Account No. _____________________________________ Amount $________________________ Checking Savings

Routing No. _____________________________________ Financial Institution ______________________________________

Address ________________________________________ City _______________________ State _____ Zip ______________

Once you have returned the completed Payroll Direct Deposit Authorization and Agreement to Payroll you can expect that in most cases the pay will be deposited into your account on the next payday.

Please Note: If you would like to deposit money into more than two accounts please log on to Pepperdine University WaveNet and under Self Service/Payroll and Compensation/Direct Deposit click on Add Account.

AUTHORIZATION I hereby authorize Pepperdine University to initiate deposits (credits) and/or corrections to the previous credits to the financial institution(s) indicated above. The financial institution(s) is authorized to credit and/or correct the amount to my account. This authority is to remain in full force and effect until I revoke it by giving 10 days written notice to Pepperdine University.

PLEASE NOTE: IF A VOIDED CHECK IS NOT ATTACHED, WE CANNOT GUARANTEE THE ACCURACY OF YOUR DEPOSIT

______________________________________________________________________________________________________ Signature Print Name Date Extension

Return Completed Form to the Payroll Office - Mail Code 4636 Version: 05.20.13

Form W-4 (2019)Future developments. For the latest information about any future developments related to Form W-4, such as legislation enacted after it was published, go to www.irs.gov/FormW4.Purpose. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.Exemption from withholding. You may claim exemption from withholding for 2019 if both of the following apply.• For 2018 you had a right to a refund of all federal income tax withheld because you had no tax liability, and• For 2019 you expect a refund of all federal income tax withheld because you expect to have no tax liability.If you’re exempt, complete only lines 1, 2, 3, 4, and 7 and sign the form to validate it. Your exemption for 2019 expires February 17, 2020. See Pub. 505, Tax Withholding and Estimated Tax, to learn more about whether you qualify for exemption from withholding.

General InstructionsIf you aren’t exempt, follow the rest of these instructions to determine the number of withholding allowances you should claim for withholding for 2019 and any additional amount of tax to have withheld. For regular wages, withholding must be based on allowances you claimed and may not be a flat amount or percentage of wages.

You can also use the calculator at www.irs.gov/W4App to determine your tax withholding more accurately. Consider

using this calculator if you have a more complicated tax situation, such as if you have a working spouse, more than one job, or a large amount of nonwage income not subject to withholding outside of your job. After your Form W-4 takes effect, you can also use this calculator to see how the amount of tax you’re having withheld compares to your projected total tax for 2019. If you use the calculator, you don’t need to complete any of the worksheets for Form W-4.

Note that if you have too much tax withheld, you will receive a refund when you file your tax return. If you have too little tax withheld, you will owe tax when you file your tax return, and you might owe a penalty.Filers with multiple jobs or working spouses. If you have more than one job at a time, or if you’re married filing jointly and your spouse is also working, read all of the instructions including the instructions for the Two-Earners/Multiple Jobs Worksheet before beginning. Nonwage income. If you have a large amount of nonwage income not subject to withholding, such as interest or dividends, consider making estimated tax payments using Form 1040-ES, Estimated Tax for Individuals. Otherwise, you might owe additional tax. Or, you can use the Deductions, Adjustments, and Additional Income Worksheet on page 3 or the calculator at www.irs.gov/W4App to make sure you have enough tax withheld from your paycheck. If you have pension or annuity income, see Pub. 505 or use the calculator at www.irs.gov/W4App to find out if you should adjust your withholding on Form W-4 or W-4P. Nonresident alien. If you’re a nonresident alien, see Notice 1392, Supplemental Form W-4 Instructions for Nonresident Aliens, before completing this form.

Specific InstructionsPersonal Allowances WorksheetComplete this worksheet on page 3 first to determine the number of withholding allowances to claim.Line C. Head of household please note: Generally, you may claim head of household filing status on your tax return only if you’re unmarried and pay more than 50% of the costs of keeping up a home for yourself and a qualifying individual. See Pub. 501 for more information about filing status.

Line E. Child tax credit. When you file your tax return, you may be eligible to claim a child tax credit for each of your eligible children. To qualify, the child must be under age 17 as of December 31, must be your dependent who lives with you for more than half the year, and must have a valid social security number. To learn more about this credit, see Pub. 972, Child Tax Credit. To reduce the tax withheld from your pay by taking this credit into account, follow the instructions on line E of the worksheet. On the worksheet you will be asked about your total income. For this purpose, total income includes all of your wages and other income, including income earned by a spouse if you are filing a joint return.Line F. Credit for other dependents. When you file your tax return, you may be eligible to claim a credit for other dependents for whom a child tax credit can’t be claimed, such as a qualifying child who doesn’t meet the age or social security number requirement for the child tax credit, or a qualifying relative. To learn more about this credit, see Pub. 972. To reduce the tax withheld from your pay by taking this credit into account, follow the instructions on line F of the worksheet. On the worksheet, you will be asked about your total income. For this purpose, total

Separate here and give Form W-4 to your employer. Keep the worksheet(s) for your records.

Form W-4Department of the Treasury Internal Revenue Service

Employee’s Withholding Allowance Certificate▶ Whether you’re entitled to claim a certain number of allowances or exemption from withholding is

subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS.

OMB No. 1545-0074

20191 Your first name and middle initial Last name

Home address (number and street or rural route)

City or town, state, and ZIP code

2 Your social security number

3 Single Married Married, but withhold at higher Single rate.

Note: If married filing separately, check “Married, but withhold at higher Single rate.”

4 If your last name differs from that shown on your social security card,

check here. You must call 800-772-1213 for a replacement card. ▶

5 Total number of allowances you’re claiming (from the applicable worksheet on the following pages) . . . . 56 Additional amount, if any, you want withheld from each paycheck . . . . . . . . . . . . . . 6 $7 I claim exemption from withholding for 2019, and I certify that I meet both of the following conditions for exemption.

• Last year I had a right to a refund of all federal income tax withheld because I had no tax liability, and• This year I expect a refund of all federal income tax withheld because I expect to have no tax liability.If you meet both conditions, write “Exempt” here . . . . . . . . . . . . . . . ▶ 7

Under penalties of perjury, I declare that I have examined this certificate and, to the best of my knowledge and belief, it is true, correct, and complete.

Employee’s signature (This form is not valid unless you sign it.) ▶ Date ▶

8 Employer’s name and address (Employer: Complete boxes 8 and 10 if sending to IRS and complete boxes 8, 9, and 10 if sending to State Directory of New Hires.)

9 First date of employment

10 Employer identification number (EIN)

For Privacy Act and Paperwork Reduction Act Notice, see page 4. Cat. No. 10220Q Form W-4 (2019)

Form W-4 (2019) Page 2

income includes all of your wages and other income, including income earned by a spouse if you are filing a joint return.Line G. Other credits. You may be able to reduce the tax withheld from your paycheck if you expect to claim other tax credits, such as tax credits for education (see Pub. 970). If you do so, your paycheck will be larger, but the amount of any refund that you receive when you file your tax return will be smaller. Follow the instructions for Worksheet 1-6 in Pub. 505 if you want to reduce your withholding to take these credits into account. Enter “-0-” on lines E and F if you use Worksheet 1-6.

Deductions, Adjustments, and Additional Income WorksheetComplete this worksheet to determine if you’re able to reduce the tax withheld from your paycheck to account for your itemized deductions and other adjustments to income, such as IRA contributions. If you do so, your refund at the end of the year will be smaller, but your paycheck will be larger. You’re not required to complete this worksheet or reduce your withholding if you don’t wish to do so.

You can also use this worksheet to figure out how much to increase the tax withheld from your paycheck if you have a large amount of nonwage income not subject to withholding, such as interest or dividends.

Another option is to take these items into account and make your withholding more accurate by using the calculator at www.irs.gov/W4App. If you use the calculator, you don’t need to complete any of the worksheets for Form W-4.

Two-Earners/Multiple Jobs WorksheetComplete this worksheet if you have more than one job at a time or are married filing jointly and have a working spouse. If you

don’t complete this worksheet, you might have too little tax withheld. If so, you will owe tax when you file your tax return and might be subject to a penalty.

Figure the total number of allowances you’re entitled to claim and any additional amount of tax to withhold on all jobs using worksheets from only one Form W-4. Claim all allowances on the W-4 that you or your spouse file for the highest paying job in your family and claim zero allowances on Forms W-4 filed for all other jobs. For example, if you earn $60,000 per year and your spouse earns $20,000, you should complete the worksheets to determine what to enter on lines 5 and 6 of your Form W-4, and your spouse should enter zero (“-0-”) on lines 5 and 6 of his or her Form W-4. See Pub. 505 for details.

Another option is to use the calculator at www.irs.gov/W4App to make your withholding more accurate.Tip: If you have a working spouse and your incomes are similar, you can check the “Married, but withhold at higher Single rate” box instead of using this worksheet. If you choose this option, then each spouse should fill out the Personal Allowances Worksheet and check the “Married, but withhold at higher Single rate” box on Form W-4, but only one spouse should claim any allowances for credits or fill out the Deductions, Adjustments, and Additional Income Worksheet.

Instructions for EmployerEmployees, do not complete box 8, 9, or 10. Your employer will complete these boxes if necessary.New hire reporting. Employers are required by law to report new employees to a designated State Directory of New Hires. Employers may use Form W-4, boxes 8, 9,

and 10 to comply with the new hire reporting requirement for a newly hired employee. A newly hired employee is an employee who hasn’t previously been employed by the employer, or who was previously employed by the employer but has been separated from such prior employment for at least 60 consecutive days. Employers should contact the appropriate State Directory of New Hires to find out how to submit a copy of the completed Form W-4. For information and links to each designated State Directory of New Hires (including for U.S. territories), go to www.acf.hhs.gov/css/employers.

If an employer is sending a copy of Form W-4 to a designated State Directory of New Hires to comply with the new hire reporting requirement for a newly hired employee, complete boxes 8, 9, and 10 as follows. Box 8. Enter the employer’s name and address. If the employer is sending a copy of this form to a State Directory of New Hires, enter the address where child support agencies should send income withholding orders. Box 9. If the employer is sending a copy of this form to a State Directory of New Hires, enter the employee’s first date of employment, which is the date services for payment were first performed by the employee. If the employer rehired the employee after the employee had been separated from the employer’s service for at least 60 days, enter the rehire date.Box 10. Enter the employer’s employer identification number (EIN).

Form W-4 (2019) Page 3Personal Allowances Worksheet (Keep for your records.)

A Enter “1” for yourself . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AB Enter “1” if you will file as married filing jointly . . . . . . . . . . . . . . . . . . . . . . . BC Enter “1” if you will file as head of household . . . . . . . . . . . . . . . . . . . . . . . C

D Enter “1” if: { • You’re single, or married filing separately, and have only one job; or• You’re married filing jointly, have only one job, and your spouse doesn’t work; or• Your wages from a second job or your spouse’s wages (or the total of both) are $1,500 or less.

} D

E Child tax credit. See Pub. 972, Child Tax Credit, for more information.• If your total income will be less than $71,201 ($103,351 if married filing jointly), enter “4” for each eligible child. • If your total income will be from $71,201 to $179,050 ($103,351 to $345,850 if married filing jointly), enter “2” for each eligible child.

• If your total income will be from $179,051 to $200,000 ($345,851 to $400,000 if married filing jointly), enter “1” for each eligible child.

• If your total income will be higher than $200,000 ($400,000 if married filing jointly), enter “-0-” . . . . . . . EF Credit for other dependents. See Pub. 972, Child Tax Credit, for more information.

• If your total income will be less than $71,201 ($103,351 if married filing jointly), enter “1” for each eligible dependent.

• If your total income will be from $71,201 to $179,050 ($103,351 to $345,850 if married filing jointly), enter “1” for every two dependents (for example, “-0-” for one dependent, “1” if you have two or three dependents, and “2” if you have four dependents).

• If your total income will be higher than $179,050 ($345,850 if married filing jointly), enter “-0-” . . . . . . . FG Other credits. If you have other credits, see Worksheet 1-6 of Pub. 505 and enter the amount from that worksheet

here. If you use Worksheet 1-6, enter “-0-” on lines E and F . . . . . . . . . . . . . . . . . . GH Add lines A through G and enter the total here . . . . . . . . . . . . . . . . . . . . . . ▶ H

For accuracy, complete all worksheets that apply. {

• If you plan to itemize or claim adjustments to income and want to reduce your withholding, or if you have a large amount of nonwage income not subject to withholding and want to increase your withholding, see the Deductions, Adjustments, and Additional Income Worksheet below.

• If you have more than one job at a time or are married filing jointly and you and your spouse both work, and the combined earnings from all jobs exceed $53,000 ($24,450 if married filing jointly), see the Two-Earners/Multiple Jobs Worksheet on page 4 to avoid having too little tax withheld.

• If neither of the above situations applies, stop here and enter the number from line H on line 5 of Form W-4 above.

Deductions, Adjustments, and Additional Income WorksheetNote: Use this worksheet only if you plan to itemize deductions, claim certain adjustments to income, or have a large amount of nonwage

income not subject to withholding.

1

Enter an estimate of your 2019 itemized deductions. These include qualifying home mortgage interest, charitable contributions, state and local taxes (up to $10,000), and medical expenses in excess of 10% of your income. See Pub. 505 for details . . . . . . . . . . . . . . . . . . . . . . 1 $

2 Enter: { $24,400 if you’re married filing jointly or qualifying widow(er)$18,350 if you’re head of household$12,200 if you’re single or married filing separately

} . . . . . . . . . . . 2 $

3 Subtract line 2 from line 1. If zero or less, enter “-0-” . . . . . . . . . . . . . . . . . 3 $4 Enter an estimate of your 2019 adjustments to income, qualified business income deduction, and any

additional standard deduction for age or blindness (see Pub. 505 for information about these items) . . 4 $5 Add lines 3 and 4 and enter the total . . . . . . . . . . . . . . . . . . . . . . 5 $6 Enter an estimate of your 2019 nonwage income not subject to withholding (such as dividends or interest) . 6 $7 Subtract line 6 from line 5. If zero, enter “-0-”. If less than zero, enter the amount in parentheses . . . 7 $8 Divide the amount on line 7 by $4,200 and enter the result here. If a negative amount, enter in parentheses.

Drop any fraction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Enter the number from the Personal Allowances Worksheet, line H, above . . . . . . . . . . 9

10

Add lines 8 and 9 and enter the total here. If zero or less, enter “-0-”. If you plan to use the Two-Earners/Multiple Jobs Worksheet, also enter this total on line 1 of that worksheet on page 4. Otherwise, stop here and enter this total on Form W-4, line 5, page 1 . . . . . . . . . . . . . . . . . . . 10

Form W-4 (2019) Page 4 Two-Earners/Multiple Jobs Worksheet

Note: Use this worksheet only if the instructions under line H from the Personal Allowances Worksheet direct you here.

1

Enter the number from the Personal Allowances Worksheet, line H, page 3 (or, if you used the Deductions, Adjustments, and Additional Income Worksheet on page 3, the number from line 10 of that worksheet) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2

Find the number in Table 1 below that applies to the LOWEST paying job and enter it here. However, if you’re married filing jointly and wages from the highest paying job are $75,000 or less and the combined wages for you and your spouse are $107,000 or less, don’t enter more than “3” . . . . . . . . . . . . . 2

3 If line 1 is more than or equal to line 2, subtract line 2 from line 1. Enter the result here (if zero, enter “-0-”) and on Form W-4, line 5, page 1. Do not use the rest of this worksheet . . . . . . . . . . . . 3

Note: If line 1 is less than line 2, enter “-0-” on Form W-4, line 5, page 1. Complete lines 4 through 9 below to figure the additional withholding amount necessary to avoid a year-end tax bill.

4 Enter the number from line 2 of this worksheet . . . . . . . . . . . 45 Enter the number from line 1 of this worksheet . . . . . . . . . . . 56 Subtract line 5 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Find the amount in Table 2 below that applies to the HIGHEST paying job and enter it here . . . . . 7 $8 Multiply line 7 by line 6 and enter the result here. This is the additional annual withholding needed . . . 8 $

9

Divide line 8 by the number of pay periods remaining in 2019. For example, divide by 18 if you’re paid every 2 weeks and you complete this form on a date in late April when there are 18 pay periods remaining in 2019. Enter the result here and on Form W-4, line 6, page 1. This is the additional amount to be withheld from each paycheck . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 $

Table 1Married Filing Jointly

If wages from LOWEST paying job are—

Enter on line 2 above

$0 - $5,000 05,001 - 9,500 19,501 - 19,500 2

19,501 - 35,000 335,001 - 40,000 440,001 - 46,000 546,001 - 55,000 655,001 - 60,000 760,001 - 70,000 870,001 - 75,000 975,001 - 85,000 1085,001 - 95,000 1195,001 - 125,000 12

125,001 - 155,000 13155,001 - 165,000 14165,001 - 175,000 15175,001 - 180,000 16180,001 - 195,000 17195,001 - 205,000 18205,001 and over 19

All Others

If wages from LOWEST paying job are—

Enter on line 2 above

$0 - $7,000 07,001 - 13,000 1

13,001 - 27,500 227,501 - 32,000 332,001 - 40,000 440,001 - 60,000 560,001 - 75,000 675,001 - 85,000 785,001 - 95,000 895,001 - 100,000 9

100,001 - 110,000 10110,001 - 115,000 11115,001 - 125,000 12125,001 - 135,000 13135,001 - 145,000 14145,001 - 160,000 15160,001 - 180,000 16180,001 and over 17

Table 2Married Filing Jointly

If wages from HIGHEST paying job are—

Enter on line 7 above

$0 - $24,900 $42024,901 - 84,450 50084,451 - 173,900 910

173,901 - 326,950 1,000326,951 - 413,700 1,330413,701 - 617,850 1,450617,851 and over 1,540

All Others

If wages from HIGHEST paying job are—

Enter on line 7 above

$0 - $7,200 $4207,201 - 36,975 500

36,976 - 81,700 91081,701 - 158,225 1,000

158,226 - 201,600 1,330201,601 - 507,800 1,450507,801 and over 1,540

Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. Internal Revenue Code sections 3402(f)(2) and 6109 and their regulations require you to provide this information; your employer uses it to determine your federal income tax withholding. Failure to provide a properly completed form will result in your being treated as a single person who claims no withholding allowances; providing fraudulent information may subject you to penalties. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation; to

cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their tax laws; and to the Department of Health and Human Services for use in the National Directory of New Hires. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

You aren’t required to provide the information requested on a form that’s subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating

to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Code section 6103.

The average time and expenses required to complete and file this form will vary depending on individual circumstances. For estimated averages, see the instructions for your income tax return.

If you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return.

Computer & Network Responsible Usage Policy

Purpose

Pepperdine University provides access to computing and network resources in order to support its instruction, research, and service missions; administrative functions; and student and campus life activities. All such use shall be ethical and consistent with the University's mission. Any other uses, including uses that jeopardize the integrity of the Pepperdine network, the privacy or safety of other users, or that are otherwise illegal, are prohibited.

Applicability This policy applies to all users of University computing and network resources, whether affiliated with Pepperdine or not, and to all uses of those resources, whether on campus or from remote locations.

Conditions for Use Users of Pepperdine University computer and network resources must:

Follow all applicable federal, state or local laws. Follow all relevant University rules, regulations, policies and procedures, including the IT use policies and

procedures published for specific systems. Actively maintain the security of personally-owned and University-assigned computers. Report privacy, security or policy violations to the Information Security office.

Prohibitions Users of Pepperdine University computer and network resources must not:

Utilize any identity or account not specifically assigned to the user Hinder, monitor or intercept another user's network traffic. Disclose, destroy or capture personal, confidential or restricted data. Use resources for commercial purposes or personal financial gain. Use resources for unauthorized access of any system or network.

Peer-to-Peer and File Sharing Notice Users must not engage in the unauthorized copying, distributing, altering, maintaining or transmitting of copyrighted materials, information, software, music or other media.

Security and Privacy Users' University computer and network passwords must conform to IT's published complexity and length requirements, and must not be shared with any other person, used in non-University accounts, or otherwise disclosed. Passwords must be changed immediately if disclosed or compromised.

The University employs various measures to protect the security of its information resources. Users should be aware that their uses of University computer and network resources are not private. While the University does not routinely monitor individual usage, the normal operation and maintenance of the University's computing resources require backup, logging of activity, the monitoring of general and individual usage patterns, and other such activities that are necessary for information security and the rendition of service. In addition, the University reserves the right to review, monitor and/or capture any content residing on, or transmitted over, its computers or network at its sole discretion. The University reserves the right to limit access to its computers or network, and to remove or limit access to material residing on its computers or network.

The most current version of the Computer and Network Responsible Use Policy and any technical requirements and guidelines related to this policy are published at http://community.pepperdine.edu/it/security/policies/.

24255 Pacific Coast Highway, Malibu, California 90263-4173 • 310-506-4173 • Fax: 310-506-4353

COMPUTER AND NETWORK RESPONSIBLE USAGE POLICY

Pepperdine University-owned computers and systems are to be used only by authorized persons for university business and academic purposes. Use of the university’s technology is governed by the Computer and Network Responsible Usage Policy. Your use of university-owned computers and networks constitutes acceptance of the conditions set forth in the above-mentioned policy. If you do not accept, you must refrain from using university-owned computers and networks.

The most current version of the Computer and Network Responsible Use Policy and any technical requirements and guidelines related to this policy are published at http://community.pepperdine.edu/it/security/policies/.

Authorization

I have read the above and agree to abide by the terms set forth in the university's Computer and Network Responsible Usage Policy.

_______________________________ ______________________________ ______________________ Last Name First Name Middle Name

_______________________________ ______________________________ ______________________

Signature Date CWID

September 2012

Confidentiality-Security Agreement

I, as an employee of Pepperdine University agree to adhere to the established policies and procedures related to information security and confidentiality. I understand my responsibility of trust and agree to perform my job utilizing the security procedures of the University as stated below:

1. All information processed through University information systems is considered sensitive and/or confidential. This information is governed by University policy. The responsibility for determining the release or discussion of data is assigned to specific individuals in each office. Access to information is based on a legitimate “need to know” and directly related to my assigned duties within the University.

2. I will not reveal any salary, sensitive personnel information (SPI), protected health information (PHI), or other confidential personnel information to any unauthorized person.

3. If I am in doubt about a particular individual’s authorization, I will confirm it with my supervisor prior to releasing the information.

4. University computers will be used for authorized purposes only. I understand that I am responsible for the security of whatever data I retrieve and, ultimately, for the documents produced, published or otherwise communicated.

5. By logging on to these computer systems, I acknowledge my responsibility for strictly adhering to University policy and state and federal law. I am also aware that penalties exist for unauthorized access, unauthorized use, or unauthorized distribution of information from these systems including, but not limited to, FERPA and HIPAA protected information

6. I will report to my supervisor any security violation as soon as I become aware of it. 7. I will provide all necessary safeguards to all confidential information or software in my possession. I will not copy

licensed software or use it except in accordance with established procedures or agreements, nor will I assist others to do so. When in doubt, I will confer with my supervisor.

8. I agree further not to attempt to circumvent the computer security system or attempting to use any transactions, software, computer files, or resources that I am not authorized to use. Any information downloaded from these systems and transported on portable devices (laptops, thumb drives, etc.) will be encrypted.

9. Where I have responsibilities for the reproduction, destruction or modification of information, I will be sure to research and follow all established procedures governing these responsibilities before taking action. When in doubt, I will confer with my supervisor.

10. I understand that if granted access I am to restrict my retrieval and other computing activities only to information I have been specifically permitted to access as related to my assigned duties and using only functions and utilities which I have been authorized and trained to use. This includes use of all application software (including, but not limited to, PeopleSoft Human Resources, Finance and Student Administration modules, Sakai, Hyperion, Simpler, PeopleAdmin, Form I-9, HireRight, ARMS, TMA, and Tuition Database) screens as well.

11. I understand that I will be violating the University’s policies and state and federal law if I gain or help others gain unauthorized access to the PeopleSoft system for finance, human resources, and student administration. I acknowledge that neither I nor anyone else possesses the authority to allow anyone to use my NetworkID or password, and that I am responsible for their security.

I understand that if I violate the University’s policies and state and federal laws by gaining or helping others gain unauthorized access to these systems, I will be subject to University disciplinary action (including possible termination of employment) and criminal prosecution to the full extent of the law. ______________________________________ Department ______________________________________ Employee Signature Date

Pay Period Pay Period Provost HR HR Payroll

ID Begin Date End Date Faculty Paperwork

Faculty Paperwork

Staff Paperwork

Timecard Approval

Deadline-5 p.m. Deadline-5 p.m. Deadline-Noon Deadline-10 a.m. * indicates early deadline

H1901 12/24/18 01/06/19 MD 01/11/19 12/14/18 12/20/19 12/20/19 01/07/19H1902 01/07/19 01/20/19 MD 01/25/19 12/21/18 01/14/19 01/14/19 01/18/19*H1903 01/21/19 02/03/19 MD 02/08/19 01/11/19 01/29/19 01/29/19 02/04/19H1904 02/04/19 02/17/19 MD 02/22/19 01/25/19 02/12/19 02/12/19 02/18/19H1905 02/18/19 03/03/19 MD 03/08/19 02/08/19 02/26/19 02/26/19 03/04/19H1906 03/04/19 03/17/19 MD 03/22/19 02/22/19 03/12/19 03/12/19 03/18/19H1907 03/18/19 03/31/19 MD 04/05/19 03/08/19 03/26/19 03/26/19 04/01/19H1908 04/01/19 04/14/19 MD 04/19/19 03/22/19 04/09/19 04/09/19 04/15/19H1909 04/15/19 04/28/19 MD 05/03/19 04/05/19 04/23/19 04/23/19 04/29/19H1910 04/29/19 05/12/19 MD 05/17/19 04/19/19 05/07/19 05/07/19 05/13/19H1911 05/13/19 05/26/19 C 05/31/19 05/03/19 05/20/19 05/20/19 05/24/19*H1912 05/27/19 06/09/19 MD 06/14/19 05/17/19 06/04/19 06/04/19 06/10/19H1913 06/10/19 06/23/19 MD 06/28/19 05/31/19 06/18/19 06/18/19 06/24/19H1914 06/24/19 07/07/19 MD 07/12/19 06/14/19 07/01/19 07/01/19 07/08/19H1915 07/08/19 07/21/19 MD 07/26/19 06/28/19 07/16/19 07/16/19 07/22/19H1916 07/22/19 08/04/19 MD 08/09/19 07/12/19 07/30/19 07/30/19 08/05/19H1917 08/05/19 08/18/19 MD 08/23/19 07/26/19 08/13/19 08/13/19 08/19/19H1918 08/19/19 09/01/19 MD 09/06/19 08/09/19 08/26/19 08/26/19 08/30/19*H1919 09/02/19 09/15/19 MD 09/20/19 08/16/19 09/06/19 09/06/19 09/16/19H1920 09/16/19 09/29/19 MD 10/04/19 09/06/19 09/24/19 09/24/19 09/30/19H1921 09/30/19 10/13/19 MD 10/18/19 09/20/19 10/08/19 10/08/19 10/14/19H1922 10/14/19 10/27/19 MD 11/01/19 10/04/19 10/22/19 10/22/19 10/28/19H1923 10/28/19 11/10/19 MD 11/15/19 10/18/19 11/05/19 11/05/19 11/11/19H1924 11/11/19 11/24/19 C 11/27/19 11/01/19 11/15/19 11/15/19 11/21/19*H1925 11/25/19 12/08/19 MD 12/13/19 11/15/19 12/03/19 12/03/19 12/09/19H1926 12/09/19 12/22/19 MD 12/23/19 11/29/19 12/11/19 12/11/19 12/17/19*H2001 12/23/19 01/05/20 MD 01/10/20 12/13/19 12/19/19** 12/19/19** 01/06/20H2002 01/06/20 01/19/20 MD 01/24/20 12/20/19 01/13/20 01/13/20

Biweekly HR staff paperwork deadlines are based on payroll processing deadlines.

Biweekly HR faculty paperwork deadlines are based on pay period begin dates considering periods of heavy volume and holidays allowing HR sufficient time to process faculty contract payments and to facilitate accurate KRONOS time recording.

BIWEEKLY PAYROLL SCHEDULE 2019

M = Medical Deductions

Pay Date

D = Dental Deductions**Important Dates for 2020

Pay Period Pay Period Pay Period Pay Date Payroll Provost HR HRID Begin Date End Date Timecard Faculty Contract Faculty Contract Staff Paperwork

Deadline-10 a.m. Deadline-5 p.m. Deadline-5 p.m. Deadline-NoonM1901 01/01/19 01/31/19 01/25/19 01/17/19 12/14/18 01/14/19 01/14/19M1902 02/01/19 02/28/19 02/26/19 02/15/19 01/12/19 02/14/19 02/14/19M1903 03/01/19 03/31/19 03/26/19 03/15/19 02/15/19 03/16/19 03/16/19M1904 04/01/19 04/30/19 04/26/19 04/17/19 03/15/19 04/16/19 04/16/19M1905 05/01/19 05/31/19 05/24/19 05/17/19 04/12/19 05/14/19 05/14/19M1906 06/01/19 06/30/19 06/26/19 06/17/19 05/17/19 06/14/19 06/14/19M1907 07/01/19 07/31/19 07/26/19 07/17/19 06/14/19 07/16/19 07/16/19M1908 08/01/19 08/31/19 08/26/19 08/16/19 07/12/19 08/14/19 08/14/19M1909 09/01/19 09/30/19 09/26/19 09/17/19 08/16/19 09/16/19 09/16/19M1910 10/01/19 10/31/19 10/25/19 10/17/19 09/13/19 10/15/19 10/15/19M1911 11/01/19 11/30/19 11/26/19 11/15/19 10/11/19 11/14/19 11/14/19M1912 12/01/19 12/31/19 12/23/19 12/13/19 11/08/19 12/11/19 12/11/19M2001 01/01/20 01/31/20 01/24/20 01/17/20 12/13/19 ** 01/13/20 01/13/20

Monthly HR staff paperwork deadlines are based on payroll processing deadlines.

**Important Dates for 2020

MONTHLY PAYROLL SCHEDULE 2019

Monthly HR faculty paperwork deadlines are not based solely on payroll processing deadlines, and allow for periods of heavy volume and the additional steps involved with faculty hires.  These deadlines allow HR, Payroll, and associated academic departments sufficient time to process faculty contract payments.

HUMAN RESOURCES | PEPPERDINE UNIVERSITY | 24255 PACIFIC COAST HIGHWAY | MALIBU, CA 90263 | (310) 506 . 4397

TUITION

Tuition Discounts | Pepperdine University offers tuion discount to all full-me (40 hours), benefied faculty and staff classificaons. This discount is available to employees, their spouses, and their dependent children under age 26. The discount covers fiy percent (50%) tuion remission on courses taken in the University's undergraduate programs with an addional 5% per year of service in an eligible category to a maximum of 100% and twenty-five percent (25%) tuion remission on courses taken in the University's graduate programs with an addional 5% per year of service to a maximum of 75%.

Basic plan through Transamerica Rerement Soluons–4.0 percent University contribuon; voluntary from 0.5 to 6.0 percent employee parcipaon with a matching University contribuon; voluntary addional tax deferred contribuons.*

MetLife Rerewise seminars

Retiree Medical** |University contribuon into a trust account to pay for medical expenses in rerement

RETIREMENT

Group Term Life InsuranceBusiness Travel Accident Insurance Psychological Counseling ServicesAccidental Death & Dismemberment Insurance

Long-Term Disability InsuranceMetLife Accident PlanMetLIfe Hostpital Indemnity PlanMetLife Pre-Paid Legal /Crical IllnessVision Care Supplemental Life Insurance

Long Term Care InsuranceMEDEX Travel Assistance PlanHealth Advocate ProgramHealth Flexible Spending AccountDependent Care Flexible Spending AccountPet Medical Insurance

BLUE CROSS HDHP EPO HMO

HMOKAISER

DELTA DENTAL PLANDELTACARE HMO

Choice of Medical Coverage | Choice of Dental Coverage |

INSURANCE

PAID TIME OFF

Staff Paid Holidays | 12 days per year (includes one full week at Christmas)

Staff Paid Sick Leave | 10 days per year; 20 days aer 5 years

Staff Paid Vacation Leave | 10 days per year; 15 days aer 5 years; 20 days aer 15 years

Faculty Paid Disability Leave | Connuaon pay less SDI benefits up to a maximum of six months

Regular staff members working 40 hours per week are eligible for these benefits. Staff members working less than 40 hours per week should contact Human Resources for a summary of applicable benefits.

Acve, regularly assigned, full-me faculty including all faculty employed under a regular (non-adjunct) faculty contract, serving in at least a half-me appointment (.5 FTE) during the period from August through April of each year, are eligible for these benefits.

PEPPERDINE UNIVERSITY BENEFITS SUMMARYREGULAR FULL-TIME FACULTY AND STAFF

HUMAN RESOURCES | PEPPERDINE UNIVERSITY | 24255 PACIFIC COAST HIGHWAY | MALIBU, CA 90263 | (310) 506 . 4397

Use of University Facilities and Services

Credit Union |

Worker's Compensation |

Auto/Home Insurance |

Vanpool Program |

Professional Development Program |

Recreational Club Memberships |

Social Security |

Child Care Subsidy Grant |

ADDITIONAL BENEFITS

CAMPUS LIFE

WELLNESS PROGRAMS