3415 Fr.01 - International Information Form & Substitute Irs Form W-8 Ben - Yale University

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International Information Form
3415 FR.01 -
& Substitute IRS Form W-8 BEN
All applicable questions below must be answered. Attach to this form a copy of both sides of your I-94 Form, “Arrival and Departure Record” (a small white or
green card inside your passport), a copy of your U.S. visa from your passport, and I-20 or IAP66, if applicable. This form must be returned before the University can
issue any check. Address all questions regarding this form to the Yale University Tax Department at (203) 432-5530.
SECTION 1
Last (Family) Name:______________________________________________ First: ______________________________Middle: ________________
Social Security # or ITIN: _________________________________________
WS ID# ____________________________________(for office use only)
(This field generally cannot be left blank. Please see instructions for
exception to this requirement.)
U.S. LOCAL STREET ADDRESS:____________________________
FOREIGN RESIDENCE ADDRESS: _______________________________
________________________________________________________
______________________________________________________________
Address Line 2: ___________________________________________
Address Line 2: _________________________________________________
Address Line 3: ___________________________________________
Address Line 3/City: _____________________________________________
City: ____________________________________________________
Postal Code:_______________________ Province/Region: ______________
State:________ Zip:_________________
Foreign Country: ________________________________________________
q
q
q
q
q
q
q
Type of Beneficial Owner:
I
ndividual
Corporation
Disregarded Entity
Partnership
Trus
t
Estate
Foreign Government
q
q
q
International Organization
Foreign central bank of issue
Foreign tax-exempt organization
Country of Citizenship: ___________________________________________ Country Issuing Passport:____________________________________________
Passport #: _____________________________________________________ Visa #: ___________________________________________
(number printed in red)
Have you ever been in the United States prior to this visit?
Yes
No If yes, see page 2., section 5.
C
:
U RENT IMMIGRATION STATUS
R
q
q
q
q
U.S. Immigrant/Permanent Resident
B-1 Visitor for Business
WB Visitor for Business (visa waiver)
F-1 Student
q
q
q
q
H-1B Temporary Employee
B-2 Visitor for leasure
P
WT Visitor for Pleasure (visa waiver)
J-1 Exchange Visitor
q
q
q
J-2 Spouse or Child of Exchange Visitor
O-1 Exceptional Ability
Other__________________________________
I
B-1, B-2, W
O
W
:
F CURRENT IMMIGRATION STATUS IS
B
R
T
The number of days that academic activities will be performed at Yale University during this visit on current immigration status:_______________
q
q
Are you receiving:
an honorarium or other payment for services; OR
an honorarium or other payment for services plus reimbursement for expenses;
q
OR
reimbursement of expenses ONLY from Yale University for this visit?
q
q
Have you accepted honoraria and/or reimbursement for expenses, from more than 5 U.S. institutions or organizations in the last 6 months in the U.S.?
Yes
No
SECTION 2: Complete if immigration status is not B-1, B-2, WB or WT
* = non-Yale sponsorship
W
?
:
H
AT IS THE PRIMARY ACTIVITY OF THE VIS
IT
CHECK ONE
q
q
q
q
Studying in a Degree Program
Observing
Demonstrating Special Skills
Performing as an Athlete *
q
q
q
q
Studying in a Non-Degree Program
Consulting
Clinical Activities
Performing as an Artist
q
q
q
q
Teaching
Conducting Research
Temporary Employment *
Supporting an Athlete/Artist
q
q
q
q
Lecturing
Acquiring Training *
Practical
Training
Here with Spouse
I
J-1,
?
:
F CURRENT IMMIGRATION STATUS IS
WHAT IS THE SUBTYPE
CHECK ONE
q
q
q
q
q
q
q
Student
Professor
Trainee *
Research Scholar
Alien Physician
Short Term Scholar ___
Other
SECTION 3: Answer all applicable questions
What is the actual date you entered the United States? (month/day/year) ____/____/______
Start date of your immigration status for this primary activity: ___/___/____ Projected end date of your immigration status for this primary activity? ___/____/___
What is your income-providing activit (e.g. professor of chemistry, guest lecturer, student)? _________________________________________________
y
q
q
What is your source of funding?
U.S.
Foreign
q
q
Do you have a spouse in the U.S.?
Yes
No If you have dependents, how many? __ _________________ _
_
_
q
q
q
q
If you are a student, what type?
Undergraduate
Masters
Doctoral
Other:_______________________
Name of sponsoring institution (as listed on mmigration document): ____________________________________________________________________________
i
q
q
Do you have a work authorization card?
Yes
No
q
q
Consultants/Self-Employed Individuals only: Do you/will you have an office (fixed base) in the U.S.?
Yes
No
If yes, how many days in this tax year did you/will have an office (fixed base)? _________
How many days in this tax year will you be present in the U.S.? ________
Country of tax residence if different from foreign residence address: _____ _______________________________________
__
q
q
Did tax residency end?
Yes
No If yes, when? _____/_____/_____
3/2002
Questions? Contact jodie.stewart-moore@yale.edu
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