Required Forms Based on Types of Payment
Independent Contractor, Guest Speaker, Honoraria
Visa holders of B1, B2, WB, and WT
Required documents if no Treaty Applicable:
- Foreign National Data Form
- Letter of Agreement
- Tax Summary Report + required documents (GLACIER)
- Copy of I-94 (Departure Record)
- Copy of passport identity page
- Copy of visa page and/or port of entry stamp
- W-8 Ben
- Copy of Purchase Order if over $5,000
- Honoraria Statement (if request for Honoraria payment)
- W-7 and a notarized copy of passport (if no SSN or ITIN)
- Affidavit of Compliance (if no SSN or ITIN)
Additional required documents if Treaty Applicable:
- Form 8233
- Copy of Social Security Card (SS) or Individual Taxpayers Identification Number Card (ITIN)
Scholarship, Fellowship
In excess of tuition, required fees, books
Required documents if no Treaty Applicable:
- Foreign National Data Form
- Grant document
- Tax Summary Report + required documents (GLACIER)
- Copy of I-94 (Departure Record)
- Copy of passport identity page
- Copy of visa page and/or port of entry stamp
- Documents listing the payment requested
- W-7
- Affidavit of Compliance (if no SSN or ITIN)
Additional required documents if Treaty Applicable:
- Form 8233
- Copy of Social Security Card (SS) or Individual Taxpayers Identification Number Card (ITIN)
- W-8 Ben
Royalty
Required documents if no Treaty Applicable:
- Foreign National Data Form
- Tax Summary Report + required documents (GLACIER)
- Royalty Information Statement (from GLACIER)
- W-8 Ben
- Documents listing the payment requested
Additional required documents if Treaty Applicable:
- Form 8233
- Copy of Social Security Card (SS) or Individual Taxpayers Identification Number Card (ITIN)
Prize/ Award
Required documents if no Treaty Applicable:
- Foreign National Data Form
- Tax Summary Report + required documents (GLACIER)
- Copy of I-94 (Departure Record)
- Copy of passport identity page
- Copy of visa page and/or port of entry stamp
- Documents listing the payment requested
- W-7
- Affidavit of Compliance (if no SSN or ITIN)
Additional required documents if Treaty Applicable:
- Form 8233
- Copy of Social Security Card (SS) or Individual Taxpayers Identification Number Card (ITIN)
Miscellaneous
Required documents if no Treaty Applicable:
- Foreign National Data Form
- Tax Summary Report + required documents (GLACIER)
- Copy of I-94 (Departure Record)
- Copy of passport identity page
- Copy of visa page and/or port of entry stamp
- Documents listing the payment requested
- W-7
- Affidavit of Compliance (if no SSN or ITIN)
Additional required documents if Treaty Applicable:
- Form 8233
- Copy of Social Security Card (SS) or Individual Taxpayers Identification Number Card (ITIN)