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Tax Resources
Yale University Policies
- Yale Policy 3415: Payments to Individuals Who Are Neither Citizens nor Permanent Residents of the U.S.
- Yale Policy 3301: Travel on University Business
- Yale Policy 3302: Business Meals, Entertainment and Other Social Events
- Yale Policy 3410: CT Income Tax Withholding for Nonresident Athletes and Entertainers
Yale University Internal Forms
- International Information Form (IIF)
- Statement of Foreign Source Payments
- T-200: Statement for Services Performed Outside the U.S. by a Yale University Employee (fillable)
- T-400: Certificate of Location of Professional Services (fillable)
Forms and Publications
IRS Forms
- Form 8233 Tax Treaty Form for Non-residents | Instructions
- Form W-4 Employee’s Withholding Allowance Certificate
- Form W-7 Application for ITIN | Instructions
- Form W-9 Request for ITIN from Resident Alien/U.S.Citizen | Instructions
- Form W-8BEN Certificate of Foreign Status | Instructions
- Form W-8BEN-E Certificate of Entities Status | Instructions
- Form W-8IMY Certificate of Foreign Intermediary | Instructions
- Form W-8ECI Certificate for Effectively Connected Income | Instructions
- Form W-8EXP Certificate for Foreign Government | Instructions
- Form 1040-ES (NR) Estimate Tax for Non-residents
- Form 1040-ES Estimate Tax for Individuals
- Form 1040NR-EZ Tax form for Non-residents | Instructions
- Form 1040NR Tax Form for Non-residents | Instructions
- Form SS-4 Apply for an Employer Identification Number
- Form 8802 Applications for U.S. Residency Certification | Instructions
- Form 843 Claim for Refund & Request for Abatement | Instructions
IRS Publications
- IRS Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities
- IRS Publication 519, U.S. Tax Guide for Aliens
- IRS Publication 901, U.S. Tax Treaties
- IRS Publication 970, Tax Benefits for Education
- IRS Publication 1915, Understanding Your IRS ITIN
Social Security Administration Forms, Publications and Agreements
- Form SS-5 Application for Social Security Number
- U.S. International Social Security Agreements: Totalization Agreements
State of Connecticut Tax Forms and Publications
- Form CT-588 Athlete or Entertainer Reduced Withholding Request
- Form CT-590 Athlete or Entertainer Request for Waiver of Withholding
- Form CT-1040 Resident Income Tax Return
- Form CT-W4 Employee’s Withholding Certificate