Identification
Student legal name, student ID, date of birth, and school contact for unambiguous identification and verification.
A complete Student WEX Document clarifies roles, ensures compliance with school policies and liability requirements, and supports timely crediting or payment. Proper documentation reduces administrative follow-up and preserves an auditable record for academic review and employer verification.
Several stakeholders are involved in preparing and approving a Student WEX Document; responsibilities vary by program and student age.
Signatures from all relevant parties create an enforceable record and support downstream reporting, insurance verification, and academic auditing.
| Field | Configuration |
|---|---|
| Authentication Method | Email link with optional SMS code for verification |
| Routing Order | Sequential: Student → Employer → School Coordinator |
| Required Fields | Make name, dates, supervisor, and signature mandatory |
| Notifications | Enable reminders and final signed copy delivery |
Confirm platform compatibility, supported file formats, and integration points before digitizing the Student WEX Document.
Student legal name, student ID, date of birth, and school contact for unambiguous identification and verification.
Employer name, supervisor details, job title, duties summary, weekly hours, and work schedule to set clear expectations.
Concise learning outcomes or credit requirements aligned to the program to justify academic awarding of credit.
Acknowledgement of safety training, workplace hazards, and emergency contacts for liability and compliance.
If paid, include wage rate, pay schedule, and payroll setup requirements such as W-9 information when applicable.
Signature blocks for student, employer representative, parent/guardian (if minor), and school approver with dates.
Export as PDF with embedded audit trail for legal evidence of signature events and timestamps.
Batch-export key metadata (student, employer, dates, hours) for reporting and program metrics.
Keep a changelog to show edits, signings, and version timestamps for compliance.
Retain records in encrypted storage with role-based access controls.
Submit the completed form before the student’s first day of placement.
Provide employer-required tax forms (W-9) before first paid period; missing TINs may trigger backup withholding.
1099-NEC must be provided to recipients and IRS by Jan 31 when applicable.
Employers must complete Form I-9 by hire date and retain per 8 CFR §274a.2 requirements.
Meet school term or credit-submission deadlines to avoid delayed credit or transcript updates.
Student or coordinator creates and routes the initial form request to the employer.
Supervisor reviews duties and confirms placement details and schedule.
All required signatures and guardian consents are obtained and timestamped.
Final signed copy stored in student record and archived per retention policy.