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Title 9 Information
CONTACT INFORMATION
Mr. Keegan Hall, Treasurer
[email protected]
Mrs. Ali Downing, Administrative Assistant
[email protected]
Mrs. Micki Hula, Payroll & HR
[email protected]
Mrs. Kristin Solze, Accounts Payable/Purchasing
ALL Accounts Payable requests
must be sent to:
[email protected]
419-684-5322
3800 Maple Avenue
Castalia, OH 44824
PURCHASE REQUESTS
Purchase Request Process - New 08/25
MISCELLANEOUS FORMS
New Hire Forms - Classified
New Hire Forms - Certified
New Hire Insurance Forms
COBRA Guide
FMLA Information
Background Check Form
Background Check Form (Firelands Corp Health)
Complaints of Sexual Harassment MLSD Form
Student Accident Report Form
Employee Indicent/Accident Report
Statement of Witness to Accident
Supervisor's Investigation Report
CONTRACTS
OAPSE Full Contract 7/1/2025-6/30/2028
MTA Negotiated Agreement 9/1/2024-8/31/2027
PAYROLL
2026-27 Pay Date Schedule - 24 Pays
Direct Deposit Authorization Form
*NEW* Supplemental Contract Completion Form
Ohio Withholding Exemption IT4 Form
Federal Tax W-4 Form
Open Service Timesheet
Teacher Substitution Payroll Form
Tutoring Time Sheet
Professional Leave Request
EXPENSE FORMS
Mileage and Travel Expense Form at $0.725 rate effective 1-1-2026
Employee Kiosk
ESS - Leave Request System
Kiosk Time Off Conversion - Updated 5/15/2026
EMPLOYMENT APPLICATIONS
Professional Certified Application
Classified Application
School Bus Driver
Coaching/Supplemental
Summer Help
HEALTH INSURANCE
Individual Health Assessment - Physician Form
HESE Insurance Link
HESE New Hire/Enrollment Change Form
HESE STOP Sign
Dependent Coverage of Adult Children - FAQs
Spousal COB Questionnaire
LIFE INSURANCE
Employer Paid Life Insurance Beneficiary Fillable Form with Policy Number
Beneficiary Claims Tips
FUNDRAISING
Fundraising Project Potential
Student Activity Fund - Statement of Purpose
LOCAL PROFESSIONAL DEVELOPMENT COMMITTEE (LPDC)
★LPDC Reimbursement Process
Professional Development Reimbursement Application (white)
Activity Log (yellow)
Activity Verfication Form - Group 3 & 4 Activities (white)
Collaborative/Committee Work/Independent Activity/Project Proposal (salmon)
Coursework/Workshop Proposal (blue)
Final Requirement Checklist (pink)
Individual Professional Development Plan (green)
LPDC Guidelines (revised 2016)
OAPSE FORMS
Classified Grievance Form
RECORDS
Margaretta Records Retention Schedule
RC-1 Instructions for Application for One-Time Disposal
RC-2 Instructions for Schedule of Records Retention and Disposition
RC-3 Certificate of Records Disposal Instructions
Records Inventory Form
RC-1/RC-2 Approval Process Flow Chart
RC-3 Disposal Process Flow Chart
SECTION 125 PLAN
https://americanfidelity.com/support/videos/
Jodi Burnett
Senior Account Manager
[email protected]
Cell: 330-221-6775
Tony Chillemi
Account Manager
[email protected]
Cell: 216-727-6513
American Fidelity Assurance Company
7132 Office Park Drive
West Chester, OH 45069
American Fidelity Assurance Company
Financial Wellness Center - OMNI & TSAGG Services
Margaretta Employee Financial Wellness Center
On the Margaretta Financial Wellness website linked above you will find: A list of
district approved 403(b) and 457(b) vendors
,
Plan Participation Guide
where you will find information on how to enroll in a plan,
Salary Reduction Forms
for investment plans,
Annual Retirement Benefits Guide
, and the
Annual Meaningful
Notice
.
Additional Plan Information:
Margaretta Local School District, OH Joint 457 Plan Document -OMNI-TSACG and OASBO 09.19.2025.pdf
Margaretta Local School District, OH 403(b) VS Plan Document 09.19.2025.pdf
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All Rights Reserved.
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