Tax Publications
                       

 UCLA Tax Services  Tax Forms & Publications

UCLA's most commonly used tax forms including related IRS and FTB publications

  • Forms highlighted in green applies to employees; a "blue" highlight applies to foreign persons; and forms highlighted in "gold" applies to U.S. citizens and residents. 
  • Forms annotated with one  * (star) are tax forms sent out each year to UCLA's employees, students, vendors and annuitants. 
  • Forms annotated with two ** (stars) have already been completed (see Forms W-9 and 590).  Please date, sign and send the form to the requesting party on behalf of the University. 
  • Forms annotated with three ***(stars) are automatically generated by GLACIER when foreign nationals have completed their GLACIER record.
  • Information and instructions about state and federal forms can be found by typing the "form name" into the search engines at www.irs.gov (federal) or www.ftb.ca.gov (state of California).  Please refer to FAQs & Instructions for information about each form. 
  • For all other states in the U.S., click on Federation of Tax Administrators.

Form

 Name FAQs & Instructions How to Request a Duplicate  Forms Contacts

    W-2*

 Wage and Tax Statement for UCLA 

FAQ

 Duplicate  

Payroll
 794-8726
    W-4  UC W-4/DE 4
University of California Federal Withholding Allowance Certificate 		FAQ   Form Payroll
  794-8718
    W-7*** Application for IRS Individual Taxpayer Identification Number  FAQ   Form Tax Services
 794-0538
    W-8 BEN Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding  FAQ   Form

Payroll
 267-5774
    W-8EXP Certificate of Foreign Government or Other Foreign Organization for U.S.Tax Withholding  Instructions   Form Payroll
 267-5774
    W-8ECI Certificate of Foreign Person's Claim for Exemption from Withholding on Income Effectively Connected with the Conduct of a Trade or Business in the U.S. 

Instructions

   Form Payroll
 267-5774
    W-8IMY Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for U.S. Tax Tax Withholding  Instructions   Form Payroll
 267-5774
    W-9** Request for Taxpayer Identification Number & Certification   FAQ  

FORM

Tax Services
 794-0538
    540-ES Estimated Tax for Individuals  Instructions  

Form

 Payroll
794-8726
    590** Withholding Exemption Certificate  FAQ  

Form

 Payroll
 794-8726
    592-B Non Employee State Withholding  FAQ Duplicate   Accounts Payable
 794-0197
     990 Return of Organization Exempt from Income Tax  FAQ     Payroll
 794-8726
    1040ES Estimated Tax Form Instructions    Form IRS
 1(800) 829-1040
    1042-S* Foreign Person's U.S. Source Income  FAQ Duplicate   Payroll
 267-5774
    1098-T* Tuition Payment Statements FAQ Duplicate   ACS
 1-877-467-3821
(toll-free)
Student Accounting
 825-9194
    1099-MISC* Miscellaneous Income Form FAQ Duplicate   Accounts Payable
 794-0197
    1099-R Distribution from Pension, Annuities, Retirement or Profit Sharing Plans, IRA, Insurance Contracts, etc. FAQ     UC Human Resources
and Benefits
1-800-888-8267 ext. 70651
    8233***
   (form generated
    by GLACIER)		 Exemption From Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual FAQ  

Link to GLACIER
 Password
required

 Payroll
 267-5774
    8843

Statement for Exempt Individuals and Individuals with a Medical Condition 

 FAQ    
Form 		 Payroll
267-5774
GLACIER FORMS
    Initial GLACIER
    Information Form		 Initial GLACIER Information Form used by foreign individuals when completing their tax status record in GLACIER. FAQ    form Payroll
 794-8718
 
    Statement for
    Honoraria
    Recipients***		 Statement for Honoraria Recipients for honorarium payments to B-1, B-2, WT and WB visa holders.  
FAQ

 

   Link to GLACIER
 Password
required		 Payroll
267-5774
   
    Tax Summary
    Report ***
 		 Statement for Honoraria Recipients for honorarium payments to B-1, B-2, WT and WB visa holders.   FAQ   Link to GLACIER
 Password
required		 Payroll
267-5774
FOREIGN SOURCE INCOME
    UCLA Foreign
    Source Income
    Statement		 Foreign Source Income Statement required  for foreign individuals and entities exempt  from U.S. Income Tax withholding &  reporting. FAQ   FORM Payroll
  794-8718
TRAVEL REIMBURSEMENTS FOR NON-U.S. CITIZENS
    UCLA
    Declaration
    of Immigration
    Status by Non-
    U.S. Citizens		 Declaration of Immigration Status by Non-U.S. Citizens required for foreign individuals receiving reimbursement for their travel expenses.  FAQ    Form Travel Center
206-2639
           
Tax Publications
IRS PUBLICATIONS
    To order:  1-800-TAX-FORM or on the Internet http://WWW.IRS.USTREAS.GOV
FOR US CITIZENS AND PERMANENT RESIDENTS:
         Pub 17, Your Federal Income Tax
         Pub 505, Tax Withholding and Estimated Tax
         Pub 970, Tax Benefits for Higher Education
         Pub 1031, Guidelines for Determining Resident Status 
FOR NONRESIDENT ALIENS:
         Pub 515, Withholding of Tax on Nonresident Aliens and Foreign Corporations
         Pub 519, US Tax Guide for Aliens
         Pub 901, U.S. Tax Treaties
         Pub 1040, Instructions for completing Form 1040NR - U.S. Nonresident Income Tax Return
         Pub1040-ES (NR), U.S. Estimated Tax for Nonresident Alien Individuals
         Pub 1915, Understanding Your IRS Individual Taxpayer Identification Number
         Filing Requirements
         Foreign Students & Scholars
         Relevant Forms & Publications for International Taxpayers
         Scholarship/Fellowship Information for Nonresident Aliens
STATE PUBLICATIONS (FOR ALL INDIVIDUALS)     
         FTB Pub 1031, Guidelines for Determining Resident Status
         FTB Form 5805, Underpayment of Estimated Tax by Individuals and Fiduciaries
         FTB Form 540-ES, California Estimated Tax Form
         FTB Form 540-ES Instructions, Instructions for Form 540-ES