Frequently Used Forms

Frequently used forms, found in the Forms Directory, include: 

  • Payee Setup 204
  • CruzBuy Authorization 
  • FIS Authorization 
  • Manual Signature Authorization and Approval
  • Moving/Relocation Reimbursement
  • CTE Card and Instant Card forms
  • Pro-Card forms
  • Direct Payment
  • Independent Contractor Request
  • Travel Advance Request (TAR) and Trip Number Procedures
  • Post Travel Expense (PTE)
  • Travel Mileage Expense Log for Multiple Trips
GLACIER

Tax Reportable Payments

Attach the following required document copies and GLACIER forms to the invoice/payment form:

  • SSN or Individual Taxpayer Identification Number (ITIN) on form
  • GLACIER forms (generated from GLACIER)
  • Copy of valid I-94 Form or printouts of ESTA Confirmation and Authorized Application or unexpired Employment Authorization Document (EAD) card
  • Copy of passport photo (not needed if EAD is provided)
  • F-1 Visa:  Copy of I-20 Form (If not sponsored by UCSC, an EAD is acceptable if allowable under the terms and conditions listed on the EAD)
  • J-1 Visa:  Copy of DS-2019 Form (If not sponsored by UCSC, then a letter from the Sponsoring Responsible Officer is acceptable with current DS-2019)
  • Certificate of Academic Activity (B-1, B-2, WB, WT Visa holders)
  • Certificate of Foreign Status for Federal Withholding – UC W8BEN
  • Exemption from Tax Withholding on Compensation for independent (and certain dependent) Personal services of a Nonresident Alien Individual – Form 8233

See:  IRS Form 8233

For further assistance please contact:     

Kulvinder Johl
(831) 459-4203
kjohl@ucsc.edu

ITIN

Individual Taxpayer Identification Number (ITIN)

How To Apply

Use the latest revision of Form W-7, Application for IRS Individual Taxpayer Identification Number.  Attach a valid Federal Income Tax return unless you qualify for an exception, and include your original or certified proof of identity documents.  Since you are filing your tax return as an attachment to your ITIN application, you should not mail your return to the address listed in the Form 1040, 1040A or 1040EZ instructions.  Instead, send your tax return, Form W-7 and proof of identity documents to:

Internal Revenue Service
Austin Service Center
ITIN Operation
P.O. Box 149342
Austin, TX 78714-9342

When To Apply

 You should complete Form W-7 as soon as you are ready to file your federal income tax return, since you need to attach the return to your application.  If you meet one of the exceptions and do not need to file a return, submit Form W-7, along with the documents required to meet your purpose for needing an ITIN, as soon as possible after you determine that you are covered by that exception.

Expected Turnaround Time

 If you qualify for an ITIN and your application is complete, you will receive a letter from the IRS assigning your tax identification number usually within four to six weeks.  The IRS has changed from an ITIN card to an authorization letter to avoid any possible similarities with a Social Security Number card.  If you have not received your ITIN or other correspondence six weeks after applying, you may call the IRS to find out the status of your application.

For Help

You may call the IRS toll-free at 1(800) 829-1040 for information and help in completing your Form W-7 and your tax return, or to check on the status of your application six weeks after submitting Form W-7.

You may also use an IRS-authorized Acceptance Agent.  This is an individual, business or organization (college, financial institution, accounting firm, etc.) authorized by the IRS to assist individuals in obtaining ITINs.  Certifying Acceptance Agents review applicants’ documentation, complete a certificate of accuracy, and forward the certificate and application to the IRS for processing.      

Acceptance Agents

H&R Block Tax Service
1842 Main St.
Watsonville, CA 95076
(831) 722-0862

Castro Bookkeeping and Tax Service
521 Main St. 18-C
Watsonville, CA 95076
(831) 722-5297

Monserrat Tax & Business Center
45 Alta Vista Ave.
Watsonville, CA 95076
(831) 763-2685

Additional Help

Last modified: Oct 10, 2024