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 and non-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 Form  Forms Contacts

    W-2*

 Wage and Tax Statement for UCLA 

INFORMATION

 Duplicate Request Form  

Payroll
 794-8726
    W-4  UC W-4/DE 4 University of California Federal Withholding Allowance Certificate
Please note that this form is for U.S. residents.  Once nonresident alien employees complete their GLACIER record, the system will automatically generate the appropriate W-4 form.		 FAQ   Form Payroll
  794-8718
    W-7*** Application for IRS Individual Taxpayer Identification Number  INFORMATION   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   INFORMATION  

FORM

Tax Services
 794-0538
    590** Withholding Exemption Certificate  FAQ  

Form

 Tax Services
 794-0538
    592-B Resident and Nonresident Withholding Tax Statement FAQ Duplicate Request Form   Accounts Payable
 794-0197
     990 Return of Organization Exempt from Income Tax  FAQ     Tax Services
 794-0538
    1042-S* Foreign Person's U.S. Source Income  FAQ Duplicate Request Form   Payroll
 267-5774
    1098-T* Tuition Payment Statements FAQ   Access Your Form ACS
 1-877-467-3821
(toll-free)
    1099-MISC* Miscellaneous Income Form FAQ Duplicate Request Form   Accounts Payable
 794-0197
    1099-R Distribution from Pension, Annuities, Retirement or Profit Sharing Plans, IRA, Insurance Contracts, etc. FAQ  



Form

 		 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

  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. INFORMATION   FORM
Tax Services
 794-9868 
  GLACIER
    Initial GLACIER
    Information Form		 Initial GLACIER Information Form used by foreign individuals when completing their tax status record in GLACIER. INSTRUCTIONS    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
  NON-CASH AWARDS
   UCLA Statement of
   Taxable Noncash
   Award or Prize
      - Employee		 Statement of Taxable Noncash Award or Prize required to determine tax reporting and withholding with respect to non-cash awards given to employees. INFORMATION   FORM
Tax Services
 794-9868 
   UCLA Statement of
   Noncash Award or
   Prize
      - Non-Employee    		Statement of Noncash Award or Prize required to determine tax reporting and withholding with respect to non-cash awards given to non-employees. INFORMATION   FORM
Tax Services
 794-9868 
  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.  Information   Form
Travel Center
206-2639
  WORKER CLASSIFICATION
   Independent
   Contractor
   Pre-Hire Worksheet		 Pre-Hire Worksheet required to determine if worker is an employee or independent contractor. INFORMATION   FORM 
Tax Services
 794-6724  
 
  Tax Publications
  IRS PUBLICATIONS   
     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
         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 540 Instructions California Resident Income Tax Return
         FTB Form 540-NR Instructions, California Nonresident or Part-Year Resident Income Tax Return
         FTB Form 540-ES, California Estimated Tax Form
         FTB Form 540-ES Instructions