FAQs About Individual Name Control Codes for ACA E-Filing

An Individual Name Control Code is derived from the tax payer's last name and is used to determine the form corresponds to the correct individuals. The name control codes and taxpayer Social Security Numbers (SSNs) on electronically filed returns must match the ones on record with the IRS or the return will be rejected as incorrect.

A name control code is made up of alphanumeric characters and some special characters and is usually the first four characters of an employee’s last name.

If your return or forms are rejected because of an individual name control code mismatch, you should perform the following actions to resolve the issue.

  1. Log in to Zenefits and click on the ACA Compliance app.
  2. Click on Filing in the navigation bar.
  3. Click on Fix Errors.
  4. Double check to make sure your employees’ Social Security Numbers (SSNs) are correct on your e-filing.
  5. Review the rules and examples to confirm that the correct individual name control code was included in your e-filing.
    - Connect with your employee to confirm their name and SSN are correct.
  6. Click on Edit to override any incorrect control codes.

The IRS creates name control codes for individuals from the legal name listed on your tax information. Zenefits determines name control codes based on the information employees provide in their profiles.
Valid Characters:

  • Numeric (0- 9)
  • Alpha (A-Z)
  • Hyphen (-)
  • Ampersand (&)

Special Rules for Individuals:

  • Use the first four characters of the individual’s last name.
    Name Control Code
    Jacob Marley MARL
  • If a last name has fewer than four characters, use the full last name.
    Name Control Code
    Lucretia Tox TOX
  • If an individual has a hyphenated last name, use the first four characters from the first of the two last names.
    Name Control Code
    Estella Havisham-Magwitch HAVI
  • For joint returns, regardless of whether the payees use the same or different last names, use the first four characters of the primary payee's last name.
    Name Control Code
    Emily & Robert Cratchit CRAT

    Jack Dawkins & Oliver Twist


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