Appendix 2: Revised Instructions for Fellowship Recipients
Updated: August 4th, 2011
Berkeley: Office of the Dean of the Graduate Division
August 2, 2002
To: International Student Fellowship Recipients
From: Graduate Fellowships Office
Re: Revised Instructions for Fellowship Recipients
International students who receive any support through the University beyond payment of registration fees and/or nonresident tuition are required to submit the following documents. Please come to our office at 318 Sproul Hall when you arrive in Berkeley.
1. A Statement of Citizenship and Federal Tax Status form must be filed with the University every semester. The form must include an address in your country, an address in the United States, your date of entry into the United States and your visa type. Include your U.S. Social Security Number, if available, or ITIN (see paragraph 2 below). We cannot process your award if this form is incomplete. In December or early January, you will need to file another Statement of Citizenship Status for the spring semester.
2. An Individual Taxpayer Identification Number must be obtained. International students who are fellowship recipients will no longer be eligible to apply for a Social Security Number. Instead, fellowship recipients must now complete the Individual Taxpayer Identification Number (ITIN) application process by following these steps as soon as they arrive on campus:
a. Complete IRS Form W-7.
b. Call 510-642-3002 to make an appointment with Marcia Johnson in the Disbursements Office, 451B University Hall.
c. Bring passports and I-20 or IAP-66 to the appointment with Marcia Johnson.
3. A Certification of Tax Exemption for Student Grants and Awards and a W-8BEN form must be completed if your country has a tax treaty with the United States that exempts its citizens from withholding tax. Otherwise, federal taxes will be withheld from your stipend payments at a rate of 14%. Depending on other income you receive and your tax status, you may be eligible for a refund of some or all of the taxes withheld when you file income tax returns. Please read carefully the enclosure entitled “Graduate Student Support and the Tax Reform Act of 1986.”
Unless indicated differently in your award letter, fellowship payments will be made in two installments, August 20, 2002 and January 25, 2003. If the Statement of Citizenship and Federal Tax Status, Certification of Tax Exemption, W-8BEN and an ITIN application have not been submitted by August 1, 2002, and January 1, 2003, your payments may be delayed up to one month following submission. Please make certain you have enough funds to support you until fellowship payments are made.
Thank you for your cooperation.
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