Oregon State University

Ex003-25: Non-resident Alien - Form Descriptions

Fiscal Operations Manual
Section 000: Introductory Material - Exhibits
Effective: October 25, 2013
Revised: November 13, 2013

 

Form

Form Name

Description of Form


International Visitor Data Sheet

 The information provided on this form will be used to determine federal tax withholding requirements for compensation that you receive from Oregon State University.

CoR

Certification of Residency

 Form used to determine Residency status.

CO-NRA

Alien Information Request

Form CO-NRA serves the purpose to access information of the individual. CO-NRS determines an Employees tax status.

TRES

Travel Reimbursement Request

 (TRES) OSU form/system used to reimburse travel expenses.

PPSC

Personal/Professional Service Contract

Non-resident aliens must complete a PSC if he/she will receive a payment for services at any dollar level.


Payment Reimbursement Request

This form is used if a student received three stipends or less.

W-2

Wage and Tax Statement

W-2 list and reports an employee’s total wage and taxes withheld within the year.

W-4

Employee’s withholding allowance certificate.

The purpose of Form W-4 is to help your employer withhold the correct federal income tax from your paycheck.

W-7

Application for  Individual Taxpayer Identification Number

Form W-7 is a federal individual taxpayer identification number (ITIN) used for tax purposes only.

W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Used primarily by entities and individuals to claim foreign status or treaty benefits. It is also used by individuals to claim treaty benefits for royalty/passive income.

W-8ECI

 Certificate of Foreign Person’s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States.

Used primarily by entities and individuals to claim foreign status or treaty benefits. It is also used by individuals to claim treaty benefits for royalty/passive income.

W-8EXP

 Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding

Used primarily by entities and individuals to claim foreign status or treaty benefits. It is also used by individuals to claim treaty benefits for royalty/passive income.

W-8IMY

 Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding.

Used by an intermediary, a withholding foreign partnership, a withholding foreign trust, or flow through entity.

1040, 1040A, and 1040EZ

U.S Individual Income Tax Return

Resident aliens must complete the corresponding forms to file a tax return.

1040NR or 1040-EZ

U.S Non-Resident Alien Income Tax Return

Non-Resident Aliens must complete either forms to file a tax return.

1040-C

Department Alien Income Tax Return (Certificate of Compliance)

NRA who has any taxable income leaving the U.S. with no plans to return must complete form 1040-C to obtain a sailing permit.

1042-S

Foreign Person’s U.S. Source Income Subject to Withholding

Form 1042-S reports taxable federal income and withholds tax.

1099 -MISC

Miscellaneous Income

Used to report to the IRS various types of income other than wages, salaries, and tips.

2063

U.S  Departing Alien Income Tax Statement (Certificate of Compliance)

NRA leaving the country with no taxable income must use form 2063 to obtain a sailing permit. 

8233

Treaty-Based Return

IRS Form 8233 must be completed when a non-resident alien wishes to claim a tax treaty exemption.

DS-2019

Certificate of Eligibility for Exchange Visitor Status.

Students applying for a J-1 visa must obtain a DS-2019 form. This form certifies the U.S. government that the student is eligible to receive a J-1 visa.

I-9

Employment Eligibility Verification

Form I-9 is completed by all new hired employees to verify their identity and authorization to work in the U.S.

I-20

Certificate of Eligibility for Non-Resident Aliens (F-1)

Form I-20 is issued by school officials. This form certifies the U.S. government that the student is eligible to receive an F-1 visa.

I-94

Arrival/Departure Card

Form I-94 is a card stapled in the passport which lists the visa status issued to a NRA. Form is returned to immigration when visitor leaves the U.S.

Form SS-5

Application for a Social Security Card

The purpose for form SS-5 is to obtain a Social Security Card.

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