Foreign National Tax Status Review
Important
Registration is not used to create an appointment (in-person or virtual) with the Foreign National Service Center. It is used to initiate the tax status review process.
Purpose of Tax Status Review
The Foreign National Service Center (FNSC), in University Payroll & Benefits (UPB), provides a tax status review service for foreign national employees. This service provides a more efficient means of processing tax forms and potential tax treaty benefits.
Without a tax status review:
No tax treaty benefits can be determined or applied.
A foreign national employee’s federal and state taxes may be withheld at the highest rate until after the review of their tax status is completed.
It is important to note that UPB does not provide tax advice and does not assist with income tax returns at any time.
Requirements for Tax Status Review
The following two requirements must be completed correctly to initiate and successfully complete a tax status review:
- Gather Required Documentation
- Complete Tax Status Review Form
Expand each section below to review detailed information.
1. Upload Required Documentation
Scan all required documentation as listed below based your previous and current visa types and save to a secure location on your computer.
- Social Security Number (SSN) card, Individual Taxpayer Identification Number (ITIN), or Receipt of Application
- Passport ID page
- Passport renewal page
- All U.S. entry visas
- All U.S. entry stamps
- I-94 record (electronic, or front and back of card)
- Offer letter, or Notice of Appointment (if available)
- F-1 Visas: All I-20s (all pages)
- F-1 Visas: Employment Authorization Document (EAD) for Optional Practical Training (if applicable)
- J-1 Visas: All DS-2019s
- H-1B Visas: I-797 (original not required)
- Any documentation for change of status
These documents will be uploaded to the Foreign National Tax Status Review form in the next step.
2. Complete Tax Status Review Form
Please note that registration is not used to create an appointment (in-person or virtual) with the Foreign National Service Center. It is used to initiate the Tax Status Review process.
Log into the Foreign National Tax Status Review Form.
Complete the form with all requested information and upload required documentation.
Note: Check box is available at the bottom of the form if the Tax Status Review is needed to determine tax residency status for State University Retirement System (SURS) or health/life/dental insurance eligibility.