Effective: October 25, 2013
Revised: November 13, 2013
Form |
Form Name |
Description of Form |
The information provided on this form will be used to determine federal tax withholding requirements for compensation that you receive from Oregon State University. |
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Certification of Residency |
Form used to determine Residency status. |
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Alien Information Request |
Form CO-NRA serves the purpose to access information of the individual. CO-NRS determines an Employees tax status. |
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Travel Reimbursement Request |
(TRES) OSU form/system used to reimburse travel expenses. |
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Personal/Professional Service Contract |
Non-resident aliens must complete a PSC if he/she will receive a payment for services at any dollar level. |
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This form is used if a student received three stipends or less. |
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Wage and Tax Statement |
W-2 list and reports an employee’s total wage and taxes withheld within the year. |
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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. |
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Application for Individual Taxpayer Identification Number |
Form W-7 is a federal individual taxpayer identification number (ITIN) used for tax purposes only. |
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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. |
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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. |
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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. |
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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. |
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U.S Individual Income Tax Return |
Resident aliens must complete the corresponding forms to file a tax return. |
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U.S Non-Resident Alien Income Tax Return |
Non-Resident Aliens must complete either forms to file a tax return. |
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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. |
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Foreign Person’s U.S. Source Income Subject to Withholding |
Form 1042-S reports taxable federal income and withholds tax. |
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1099 -MISC |
Miscellaneous Income |
Used to report to the IRS various types of income other than wages, salaries, and tips. |
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. |
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Treaty-Based Return |
IRS Form 8233 must be completed when a non-resident alien wishes to claim a tax treaty exemption. |
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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. |
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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. |
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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. |
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Arrival/Departure Card |
When you enter the United States, you will receive a stamp in your passport that reflects your visa category (status) and proper end date. The I-94 arrival record can be printed after your entry to the US. Please visit https://i94.cbp.dhs.gov/I94/#/home and select "Get Most Recent I-94" to print a copy of your arrival record. |
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Application for a Social Security Card |
The purpose for form SS-5 is to obtain a Social Security Card. |