Field
Definition
Req.
First Name
Enter/change your first name. You can enter up to 14 alphanumeric characters.
Y
Middle Name
Enter/change your middle name. You can enter up to 14 alphanumeric characters.
N
Last Name
Enter/change your last name. You can enter up to 20 alphanumeric characters.
Y
Generation
Click the Drop Down List
button 
to select your
generation suffix (Sr, Jr, etc.).
N
Address 1
Enter/change the first line of your primary mailing address. You can enter up to 40 alphanumeric characters.
Y
Address 2
Enter/change the second line of your primary mailing address, if applicable. You can enter up to 40 alphanumeric characters.
N
Address 3
Enter/change the third line of your primary mailing address, if applicable. You can enter up to 40 alphanumeric characters.
N
City
Enter/change the city where your primary mailing address is located. You can enter up to 40 alphanumeric characters.
Y
State
Click the Drop Down List
button to select the
state where your primary mailing address is located.
Y
Zip Code
Enter/change the zip code associated with your primary mailing address. You can enter a 5-digit zip code or the Zip + 4 without punctuation (i.e., 999994444).
Y
Home Phone
Enter/change your home telephone number without any punctuation, i.e., 1234567890.
N
Mobile Phone 1
Enter/change your mobile (cell) phone number without any punctuation, i.e., 1234567890.
N
Mobile Phone 2
Enter/change a secondary mobile (cell) phone number without any punctuation, i.e., 1234567890.
N
Office Phone
Enter/change your office phone number without any punctuation, i.e., 1234567890.
N
Office Extension
Enter/change your office extension. You can type up to 9 numeric characters.
N
Personal E-mail
Enter/change your personal e-mail address in youremailaddress@mail.com format. You can enter up to 60 alphanumeric characters.
N
Office E-mail
Enter/change your business e-mail address in youremailaddress@district.xxx format. You can enter up to 60 alphanumeric characters.
You must enter a valid Office E-mail address to receive copy of your Advice of Deposit by e-mail.
N
W2 Print
The W2 Print check box displays only if your district allows you to request a printed W-2 Form through LINQ EP.
Click this check box to request a printed W-2 Form from your district. Leave this check box blank to receive an electronic W2 Form from your district that you may print.
If the W2 Form check box in Alio is blank, the W-2 Print check box is selected by default.
N
ACA Print
The ACA Print check box displays only if your district allows you to request a printed 1095-C Form through LINQ EP.
Click this check box to request a printed 1095-C Form from your district. Leave this check box blank to receive an electronic 1095C Form from your district that you may print.
If the 1095-C check box in Alio is blank, the ACA Print check box is selected by default.
N
Direct Deposit
If displayed, click the Drop
Down List button
to select the delivery option of your Advice of Deposit document:
Print Advice to print your Advice of Deposit document
Email Advice to receive your Advice of Deposit by e-mail. The Advice of Deposit document is sent to the Office E-mail address.
Don't Print or Email Advice to not print the Advice of Deposit document or send the Advice of Deposit document by e-mail
N