Forms

Form #	Form Name	Purpose
IRS
W-2	Wage and Tax Statement	Issued annually by the UW Payroll Office, the form provides a summary of taxable wages paid to and taxes withheld from an employee during the calendar year.
W-4	Employee's Withholding Allowance Certificate	Provides the UW Payroll Office with withholding instructions.
W-7	Application for IRS Individual Taxpayer Identification Number	Application for ITIN, an alternate tax id 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 from federal withholding tax due to a tax treaty.
W-8BEN-E	Certificate of Entities Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)	Used by foreign entities to document their status for purposes of chapter 3 and chapter 4, as well as for certain other code provisions.
1040, 1040A or 1040EZ	U.S. Individual Income Tax Return	Used by resident aliens for tax purposes 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 alien individuals who intend to leave the United States to report income they received or expect to receive for the entire tax year and pay the expected tax liability on that income. Must be filed before an alien leaves the U.S.
1040NR or 1040NR-EZ	U.S. Nonresident Alien Income Tax Return	Used by nonresident aliens for tax purposes 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 annually by the UW, the form provides a summary of amounts paid to foreign persons (including persons presumed to be foreign) that are subject to withholding even if no amount is deducted and withheld because of a treaty or code exemption.
1099-MISC	Information Return	Issued annually by the UW, the form provides a summary of payments made to and taxes withheld from an independent contractor during the calendar year.
2063	U.S. Departing Alien Income Tax Statement (Annual Certificate of Compliance)	Used by alien individuals 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. The portion of the form, the "Annual 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 from federal withholding tax 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 and used by a foreign national to: apply for a J-1 visa for the Exchange Visitor Program at a US consulate overseas or apply for a change of status from within the U.S. or authorize transfer to a new program within the U.S.
I-9	Employment Eligibility Verification Form	Documents an employee’s eligibility to work in the U.S.
I-20	Certificate of Eligibility for Nonimmigrant (F-1) Student Status	Issued by the UW. Used by a foreign national to apply for an F-1 visa, and documents that the individual has been accepted to a U.S. university.
I-94	Arrival-Departure Record	Issued by Customs and Border Protection (CBP), documents the date the foreign national (if a citizen of a non-Visa Waiver Program Country) arrived in the U.S. and the date when the authorized period of stay expires.

UW
UW Form 1007	Foreign National Payment Data Sheet	Used by all UW offices issuing payments to foreign nationals to determine federal tax withholding, except Payroll.
UW Form 1631	Honoraria Checklist for Invited Guest Speakers	Verifies that a foreign national hired as a guest lecturer is eligible to be paid an honoraria and not as an employee.
UW Form 1632	Employee Versus Independent Contractor Classification Checklist	Verifies that a foreign national is correctly hired as an independent contractor for non-lecturer type services.

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