FAQs About Individual Name Control Codes for ACA E-Filing

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	DAWK