Middlebury

 

Receiving Form 8233

Form 8233: Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual

 

  1. Student / Faculty / Staff / Visitors returns form 8233
  2. Check whether correct calendar year (should be current calendar year only)
  3. Check whether Social Security Number is on Page 1 Box 2. If yes, proceed to 4, if no proceed to step 11.
  4. Check whether individual signed and dated on page 2 and 3
  5. Tax Office signs on Page 2 (if different person is signing, just cross out name and phone number and correct to signators’ name and phone number)
  6. Make one copy of first page and write on upper right-hand corner date of fax
  7. Copy of first page is filed with 8233 folder for calendar year in alphabetical order
  8. Fax 8233 to (215) 516-3216 or to (215) 516-1507
  9. File entire document (including copy of W-7 if applicable) in student’s folder in Tax Office or faculty / staff folder at HR or visitor/performer folder in Tax Office
  10. 8233s can also be mailed. If choosing that route, make copy of 8233 and file copy. Send original to Internal Revenue Service,  E08.123, Philadelphia, PA 19255-0725 Use Certified Mail, return receipt requested
  11. Forms 8233 need to be sent once a week as IRS states that copy has to be forwarded 5 days of acceptance.
  12. If no SSN, check Banner (PPAIDEN) or ask Donna Paquette in Payroll to check whether SSN is available in system, if yes, enter in Box 2 and go back to step 4.
  13. If still no SSN, put original Form 8233 into Folder “8233 – missing SSNs”
  14. Check once a month whether SSN is in Banner.

Last Updated: April 11, 2011