UCLA Tax Services  Tax Forms & Publications

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

  • Items highlighted in "blue" apply to foreign persons and forms highlighted in "gold" apply 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 UCLA instructions for Forms W-7, W-9, 590, 990, UCLA Certification of Academic Activity, UCLA Statement of Citizenship, and UC W-8 Ben. 
  • For all other states in the U.S., click on Federation of Tax Administrators.

Form

 Name Issued To FAQs Duplicate  Forms Contacts

    W-2*

 Wage and Tax Statement for UCLA 

Employees of UCLA, UCOP, or UC Merced

FAQs

 Duplicate  

Payroll
 794-8726
    W-4  University of California Federal Withholding Allowance Certificate Employees FAQs   Form Payroll
  794-8718
    W-7*** Application for IRS Individual Taxpayer Identification Number 

Non-U.S. citizens & residents ineligible for a SSN

 FAQs   Form Tax Services
 794-0538
    W-8 BEN Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding  Foreign Persons FAQs   Form

Payroll
 794-8726
    W-8EXP Certificate of Foreign Government or Other Foreign Organization for U.S.Tax Withholding  Foreign Persons FAQs   Form Payroll
 794-8726
    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. 

Foreign Persons

FAQs

   Form Payroll
 794-8726
    W-8IMY Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for U.S. Tax Tax Withholding  Foreign Persons FAQs   Form Payroll
 794-8726
    W-9** Request for Taxpayer Identification Number & Certification   Vendors & Donors FAQs  

FORM

Tax Services
 794-0538
    540-ES Estimated Tax for Individuals  California Residents & Nonresidents FAQs  

Form

 Payroll
794-8726
    590** Withholding Exemption Certificate  Vendors FAQs  

Form

 Payroll
 794-8726
    5805 Underpayment of Estimated Tax by Individuals and Fiduciaries  California Residents & Nonresidents FAQs   Form Payroll
 794-8726
    592-B Non Employee State Withholding 

"Out-of-State" Vendors or Individuals 

 FAQs Duplicate   Accounts Payable
 794-0197
     990 Return of Organization Exempt from Income Tax  Granting agencies and other organizations FAQs     Payroll
 794-8726
    1040ES Estimated Tax Form U.S. Citizens & Permanent Residents     Form IRS
 1(800) 829-1040
    1042-S* Foreign Person's U.S. Source Income  Foreign Individuals & Companies Only FAQs Duplicate   Payroll
 794-8726
    1098-T* Tuition Payment Statements U.S Resident Students FAQs Duplicate   ACS
 1-877-467-3821
(toll-free)
Student Accounting
 825-9194
    1099-MISC* Miscellaneous Income Form Vendors & 
Non Employees		 FAQs Duplicate   Accounts Payable
 794-0197
    1099-R Distribution from Pension, Annuities, Retirement or Profit Sharing Plans, IRA, Insurance Contracts, etc. Retirees FAQs     UC Human Resources
and Benefits
1-800-888-8267 ext. 70651
    2210 Underpayment of 
Estimated Tax

U.S. Citizens
 &  Residents

     Form IRS
 1(800) 829-1040
    8233***
   (form generated
    by GLACIER)		 Exemption From Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual Nonresident Aliens FAQs  

Link to GLACIER
 Password
required

 Payroll
 794-8718
  Instructions for Completing Form 8233 for Independent Personal Services  Nonresident Aliens FAQs     Payroll
  794-8718
  Instructions for Completing Form 8233 for Employment Based Tax Treaties (Income Codes 18 &19)  Nonresident Aliens

FAQs

     Payroll
  794-8718
    8833 Treaty-Based Return Position Disclosure Under Section 6114 or 770 (b)    FAQs   Form Payroll
 794-8726
    8840 Closer Connection Exception 
Statement for Aliens 		   FAQs   Form Payroll
 794-8726
    8843

Statement for Exempt Individuals and Individuals with a Medical Condition 

   FAQs   Form Payroll
 794-8726
    GLACIER Forms            
    GLACIER
      Statement for
      Honoraria
      Recipients***		 Statement for Honoraria Recipients for honorarium payments to B-1, B-2, WT and WB visa holders.   Non-US citizens FAQs   Link to GLACIER
 Password
required		 Payroll
 794-8718
     GLACIER
      Tax Summary
      Report***		 Tax Summary Report generated by GLACIER is required for all taxable income payments made to non-U.S.  citizens.     Non-US citizens FAQs   Link to GLACIER
 Password
required		 Payroll
 794-8718
          Initial GLACIER
    Information Form		 Initial GLACIER Information Form used by foreign individuals when completing their tax status record in GLACIER. Non-US citizens FAQs    form Payroll
 794-8718
                  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.   FAQs   NEW
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.  Non-US citizens FAQs    Form Travel Center
 x59938
                         
               
                 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 520, Scholarships and Fellowships
         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
         Filing Requirements
         Foreign Students & Scholars
         Relevant Forms & Publications for International Taxpayers
         Scholarship/Fellowship Information for Nonresident Aliens
              STATE PUBLICATIONS (FOR ALL INDIVIDUALS)
     To order:  1-800-852-5711 or on the Internet http:// WWW.FTB.CA.GOV

         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