Middlebury

 

Banner Payroll Deduction Setup

Note:

  1. Always use as the Effective Date the First Day of the first Pay Period.
  2. Always use as the Termination End Date the Last Day of the last Pay Period.
  3. If a W-4 requests to withhold a set $ amount, enter
    1. Option 2 # Exemptions: 99
    2. Amounts 1 Add With: $ amount from W-4
  4. Definitions:
    1. Employment Treaty: possible countries are Canada for all types of employees; for Students Greece and Trinidad & Tobago
    2. Student: employees here on a F or J (Student) visa
    3. Teacher/Researcher: employees here on a J (Non-Student) visa, H-1B, TN
  5. NOTE: If Canadian will earn more than $10,000 during the calendar year, should be set up without treaty.
  6. NOTE: For people who are set up by the Interface, VUI and I9 and, if applicable, GOAINTL still need to be set up manually.
  7. Interface: In a few cases, students become Resident Aliens for tax purposes. The interface sets them up with FSS, FME exempt (under the student rule), but we as an institution use active. Thus Corinna will identify those cases and let SEO, HR know for whom to change FSS, FME to active
  8. If a Resident Alien with treaty or any Nonresident Alien works in a different state, please contact Corinna or Julie for help with state set up.
  9. If Midd employee works in California, set SVT to exempt, VUI to OS and instead set SCA to active or waived and add CDI which need to be set up the same way as FSS and FME.
  10. If Midd employee works in Massachusetts or D.C., set SVT to exempt, VUI to OS and instead set up the equivalent of SVT codes for Massachusetts or D.C. (both states allow for treaty benefits).

US CITIZENS and RA’S (GREENCARD HOLDERS) (manually)

PPAIDEN    Check in Current Identification tab Name spelling;
Enter Social Security Number, if none enter
"FUTURE"; 
Check in Address tab whether address same as W-
4, otherwise update
Check in Biographical tab whether citizenship
Y, D, or RA
PADEDN FED = Active or Waived – S or MS or M or HH – 0 to 99
or PDABDSU   FME = Active
FSS = Active
SVT = Same as FED unless fill out W-4VT form
VUI = Active – 01 if in Vermont or OS if work in 
other state/country or UA if under age 18
I9 = Active (IMPORTANT: only input after paper
form of I-9 is in place)

 

RESIDENT ALIENS FOR TAX PURPOSES without TREATY (interface)

PPAIDEN    Check in Current Identification tab Name spelling;
Enter Social Security Number, if none enter
"FUTURE"; 
Check in Address tab whether address same as W-
4, otherwise update
Check in Biographical tab whether citizenship
N or C
PDADEDN FED = Active or Waived – S or MS or M or HH – 0
to 99 - 0
or PDABDSU     FME = Active
FSS = Active
SVT = Same as FED unless fill out W-4VT form
VUI = Active –VI if J-1, F-1, H-1B, TN Visa
I9 = Active (IMPORTANT: only input after
paper form of I-9 is in place)
GOAINTL = RT – GOV – Accepted – Start Date of Status (per Corinna) – Date entered

 

RESIDENT ALIENS FOR TAX PURPOSES with TREATY (interface)
PPAIDEN    Check in Current Identification tab Name spelling;
Enter Social Security Number, if none enter
"FUTURE"; 
Check in Address tab whether address same as W-
4, otherwise update
Check in Biographical tab whether citizenship
N or C
PDADEDN FED = Exempt – S – 1 - 0
or PDABDSU If Employment treaty: FFC = Active - country
If Student treaty: FFT = Active - country
If Teacher/Researcher Treaty: FFF = Active - 
country
FME = Active
FSS = Active
SVT = Exempt – S – 1
If Employment treaty: SVC = Same as FFC
If Student treaty: SVF = Same as FFT    
If Student treaty: SV2 = Same as FFT
If Teacher/Researcher Treaty: SV8 = Same as FFF
VUI = Active –VI if J-1, F-1, H-1B, TN Visa
I9 = Active (IMPORTANT: only input after paper 
form of I-9 is in place)
GOAINTL = RTT – GOV – Accepted – Start Date of Status (per Corinna) – Date entered

 

NON RESIDENT ALIENS – NO GREEN CARD – with TREATY (interface)
PPAIDEN    Check in Current Identification tab Name spelling;
Enter Social Security Number, if none enter
"FUTURE"; 
Check in Address tab whether address same as W-
4, otherwise update
Check in Biographical tab whether citizenship
N or C
PDADEDN FED = Exempt – S – 1 - 1
or PDABDSU If Employment treaty: FFC = Active - country – 1
If Student treaty: FFT = Active - country
If Teacher/Researcher Treaty: FFF = Active -
country
FME = Exempt
FSS = Exempt
SVT = Exempt – S – 1
If Employment treaty: SVC = Same as FFC
If Student treaty: SVF = Same as FFT
If Student treaty: SV2 = Same as FFT
If Teacher/Researcher Treaty: SV8 = Same as FFF
VUI = Active –VI if J-1, F-1, H-1B, TN Visa
I9 = Active (IMPORTANT: only input after paper 
form of I-9 is in place)
PEAEMPL United States Regulatory Tab - 1042S Recipient = Individual

 

NON RESIDENT ALIENS – NO GREEN CARD –without TREATY (interface)
PPAIDEN    Check in Current Identification tab Name spelling;
Enter Social Security Number, if none enter
"FUTURE"; 
Check in Address tab whether address same as W-
4, otherwise update
Check in Biographical tab whether citizenship
N or C
PDADEDN Academic Year: FED = Active – S – 1 - 1
or PDABDSU FME = Exempt
FSS = Exempt
SVT = FED = Active – S – 1
VUI = Active –VI if J-1, F-1, H-1B, TN Visa
I9 = Active (IMPORTANT: only input after paper
form of I-9 is in place)
PEAEMPL United States Regulatory Tab - 1042S Recipient = Individual

GOAINTL SET UP FOR NON US CITIZENS