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Tax notice
The Tax Office has issued a notice for international students and scholars.
Any non-U.S. citizens who are currently claiming a reduced federal income tax withholding rate (including a full exemption from withholding) on payments pursuant to a tax treaty may need to complete updated tax forms for the calendar year 2005.
The Form 8233, "Exemption from Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual," is only valid for the tax year for which it is filed. Current Forms 8233 will expire Dec. 31, 2004.
The Form W-8BEN, "Certificate of Foreign Status of Beneficial Owner for United States Withholding," is effective for three calendar years. Forms W-8BEN filed in the calendar year 2002 will expire Dec. 31, 2004.
The Form W-9, "Request for Taxpayer Identification," is used to claim tax treaty benefits by a resident alien for tax purposes. When the form is used to claim tax treaty benefits, the form must be updated annually with respect to wages and every three years for fellowship or stipend payments.
All individuals who are currently claiming a reduced withholding rate pursuant to a tax treaty and whose exemption forms will expire Dec. 31 will be notified by letter or e-mail. The notification will instruct individuals as to the required steps to claim a reduced withholding rate for calendar year 2005. Renewed treaty forms must be submitted to the International Tax Office by Friday, Dec. 17, and will be effective for payments made on or after Jan. 1.
Individuals may schedule appointments by visiting the International Tax Office website at www.yale.edu./tax/int/appointments.html. Appointments will be held Nov. 22Dec. 17. For more information, contact the Tax Office by calling (203) 432-5530 or (203) 432-5597, or by e-mailing jodie.stewart-moore@yale.edu or daysi.cardona@yale.edu.
Vanguard and TIAA-CREF will have representatives on campus throughout the remainder of the year.
Employees may meet with a representative to discuss any of the following: enrolling into one of the 403(b) retirement programs; retirement fund allocations within the program; saving enough for retirement; withdrawal options upon retirement or separation of service; and working with online individual accounts.
To schedule an appointment with a representative from Vanguard, call (800) 662-0106, ext. 14500, or visit the website at www.meetvanguard.com. To schedule an appointment with a TIAA-CREF representative, call (866) 842-2051 or (203) 281-2400, or visit the website at www.tiaa-cref.org/moc.
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