| 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 |
Arrival-Departure Record |
Shows the date the foreign national (if a citizen of a non-Visa Waiver Program Country) arrived in the U.S. and the "Admitted Until" date, the date when the authorized period of stay expires. |
| |
| 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. |
