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Foreign Nationals at the UW

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Income Tax Treaties (List)

Payments That Can Be Issued to Foreign Nationals (Chart)

Inviting & Paying an Honorarium to a Foreign National for Academic Activities at the UW
(Checklist)

Pay Foreign National Student a Taxable Stipend/Scholarship or Fellowship Through UW Payroll System
(Flowchart) (Checklist)

Pay Foreign National for Honorarium and Travel Reimbursement
(Flowchart) (Checklist)

Pay Foreign National as Independent Contractor or Performer for Services Rendered in U.S.
(Flowchart) (Checklist)

Pay Foreign National a Prize, Award or Research Stipend
(Flowchart) (Checklist)

Pay Foreign National a Living Allowance (no honorarium)
(Flowchart) (Checklist)

Pay Foreign National a Travel Reimbursement
(no honorarium)
(Flowchart) (Checklist)

Pay Foreign National Corporation for Services Rendered in U.S.
(Flowchart)

Pay Foreign National Student a Scholarship or Fellowship Through SFS System (Flowchart) (Checklist)

Pay Foreign National Wages for Employment in U.S.
(Flowchart) (Checklist)

Pay Royalties / Rents Earned from U.S. Soure Income
(Flowchart) (Checklist)

Pay Foreign National Wages for Employment in US
(Flowchart) (Checklist)

Tax Identification Numbers for Nonresident Aliens (Chart)

Contacts
Paying foreign nationals as independent contractors:
Pramilla Chand
Assistant Director, Accounts Payable
206 616-9021, 206 543-4500
pchand@u.washington.edu

Paying foreign nationals as UW employees:
Heather Norberg Stewart
Assistant Director, Payroll Office
206.543.5259, 206.543.9202
hnorberg@u.washington.edu

Paying scholarships to foreign nationals:
Lichang Wong
Program Manager, Tax, Student Fiscal Services
206.221.2621
lichang@u.washington.edu

Tax questions:
Julia Shanahan
Tax Director, Financial Accounting
206.616.3003
jeshana@u.washington.edu

Visas:
George Moore
Adviser/SEVIS Manager, Office of International Students & Scholars
206.543.2329
geom@u.washington.edu

Forms

Form Number Form Name Purpose
IRS
W-4 Employee's Withholding Allowance Certificate Provides the UW Payroll Office with withholding information.
W-7 Application for IRS Individual Taxpayer Identification Number Needed to receive an ITIN. This number is an alternate for foreign nationals who don't qualify for a SSN but who must file a tax return or wish to claim a tax treaty.
W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding Used to claim an exemption due to a tax treaty.
1040, 1040A or 1040EZ U.S. Individual Income Tax Return Resident aliens for tax purposes use one of these forms to file an annual tax return if they earned any income or had any taxes withheld from payments.
1040C U.S. Departing Alien Income Tax Return Used by aliens who intend to leave the United States to report income they received or expect to receive for the entire year.
1040NR or 1040NR-EZ U.S. Nonresident Alien Income Tax Return Nonresident aliens use either of the forms to file an annual tax return if they earned any U.S. source income during the year.
1042-S Foreign Person's U.S. Source Income Subject to Withholding Issued by the UW and is filed by the foreign national with the IRS to report U.S. taxable income.
1099   Issued annually by the UW, the form provides a summary of wages earned by independent contractors.
2063 U.S. Departing Alien Income Tax Statement (Certificate of Compliance) Used by aliens who intend to leave the U.S. and have filed all U.S. income tax returns they were required to file and paid any tax due. A portion of the form, the "Certificate of Compliance," is returned to the departing alien.
8233 Exemption from Withholding on Compensation for Independent Personal Services of Nonresident Alien Individual Used to claim an exemption due to a tax treaty.
8843 Statement for Exempt Individuals and Individuals With a Medical Condition Nonresident aliens for tax purposes must file this form every year by April 15th.
 
Social Security Administration
SS-5 Application for a Social Security Card Used to apply for a Social Security Number.
 
Department of Homeland Security
DS-2019 Certificate of Eligibility for Exchange Visitor Status Issued by the UW. It is used by a foreign national to (1) apply for the J-1 visa at a US consulate overseas for the Exchange Visitor Program or (2) to apply for a change of status from within the U.S., or (3) to authorize transfer to a new program within the U.S.
I-9 Employment Eligibility Verification Form Documents a person's eligibility to work in the U.S.
I-20 Certificate of Eligibility for Nonimmigrant (F-1) Students Issued by the UW. It is used by a foreign national to apply for an F-1 visa. The form documents the person has been accepted to a U.S. university.
I-94/I-94W Arrival-Departure Record Shows the date the foreign national arrived in the U.S. and the "Admitted Until" date, the date when the authorized period of stay expires.   The I-94W is completed by foreign nationals from countries in the Visa Waiver Program.
 
UW
UW Form 1007 Foreign National Payment Data Sheet Used by all offices issuing payments to foreign nationals to dermine federal tax withholding.
UW Form 1631 Visiting Lecturer/Invited Speaker/Instructor. Employee Versus Independent Contractor Classification Checklist Verifies that a foreign national hired as a lecturer is functioning as an independent contractor.
UW Form 1632 Employee Versus Independent Contractor Classification Checklist (excluding visiting lecturers) Verifies that a foreign national is correctly hired as an independent contractor for non-lecturer type services.