SLCL Business Office
EMPLOYEE REIMBURSEMENTS
1) Employee Reimbursement Non-Travel Form - “Policies”
2) Employee Travel Reimbursement Form - “Policies”
GRADUATE COLLEGE CONFERENCE TRAVEL GRANTS
2) Graduate College Policies and Procedures
HUMAN
SUBJECT PAYMENT FORMS
1)
2) Research subjects interviewed in Foreign Countries Form
3) Foreign National Human Subject Form (NO CASH PAYMENTS ALLOWED – FN documents required)
“Policies” Nonresident Alien Human Subjects
“Policies” Required Documentation per VISA type
REQUIRED FORMS
1) Foreign National Tax information Form
2) Vendor
Information Form must be completed by human subjects who are not currently
listed in the Banner system. Contact Cindi or Julia prior to submitting paperwork
to see if this form is required for this vendor.
3) Copies of all required FN documentation “Policies”
Required Documentation per VISA type
STUDENT SCHOLARSHIPS, GRANTS, AWARDS, & PRIZES
1) Student Travel & Academic Grants
2) Student Awards – Academic & Teaching
REQUIRED DOCUMENTATION
FOR FOREIGN NATIONAL AWARDEES
1) Copies of all required FN documentation must be submitted with request
form. “Policies”
Required Documentation per VISA type
2) Foreign National Tax Information Form
VENDOR PAYMENTS
1) Vendor Payment Request Form
If a vendor is not currently listed in the Banner system, a ‘Vendor Information Form’ will be sent to them by SLCL Business Office which must be completed and sent to OBFS before the invoice can be processed. OBFS will notify the Business Office when the vendor has been added to the system then the payment will be processed.
2) Foreign Vendor Documentation Requirements
In addition to above
forms, W-8 Forms are required to pay Foreign Vendor Invoices if UI has not
paid invoices to them in the past. Ask Cindi to check Banner prior to requesting
forms below. Choose from forms below:
W-8BEN Form (Individual or personally owned business) - Instructions
W-8 ECI Form (Connected to Business in US) - Instructions
W-8 EXP Form (Foreign Governments, International Organizations, foreign tax exempt organizations, private foundations, & governments of US possessions) - Instructions
VISITOR REIMBURSEMENTS
US
Citizens/Permanent Residents
1) Visitor Reimbursement & Honoraria Request Form
2) Receipts, travel itinerary, lodging, etc.
Foreign Nationals
1) Visitor Reimbursement & Honoraria Request Form
2) Receipts, travel itinerary, lodging, etc.
3) Copies of all FN documents (see "Tools" below)
“Tools”1) Foreign National Eligibility Grid
2) Required Documentation per VISA type – all payments
HONORARIUMS
US Citizens/Permanent Residents
1) Visitor Reimbursement & Honoraria Request Form
2) Request for Honoraria Payment Form under $5,000
3) Request for Honoraria Payment Form over $5,000
Foreign
Nationals
If an honorarium is to be paid, it is required
that the FACULTY SPONSOR of the guest contact the SLCL Business Office, as
soon as they know the guest will attend, to set an appointment for the Foreign
National to apply for Tax Treaty benefits. If an appointment is not made,
the FN will be taxed at IRS rates of 30% Federal & 3% State on the honorarium.
The original and copies of all required FN documentation (shown in “tools”
below) must be taken to this appointment. If the FN does not have a SS# or
ITIN#, the honorarium will not be paid until the FN sends a copy of the IRS
letter showing their new ITIN# to Cindi. (ITIN# is generally issued in 4-15
weeks after application is received by the IRS)
“Tools”1) Foreign National Eligibility Grid
2) Required Documentation per VISA type – all payments
FORMS REQUIRED FROM FACULTY SPONSOR AND/OR DEPARTMENT
1) Visitor Reimbursement & Honoraria Request Form
2) Request for Honoraria Payment Form under $5,000
3) Request for Honoraria Payment Form over $5,000
FORMS REQUIRED FROM FOREIGN NATIONALS
1) Foreign National Tax Information Form
2) Vendor Information Form must be completed by visitors who are not currently listed in the Banner system that are to be paid an honorarium. Contact Cindi or Julia prior to submitting paperwork to see if this form is required for this vendor.
3) W-8BEN Form - Instructions
4) FN Compliance Statement (Visa Waiver Holders)
All Foreign Nationals who are to receive an honorarium are required to have either a Social Security # or ITIN #. If they don’t, they must complete the following forms prior to their appointment time with SLCL Business Office.
Statement of ITIN # application