The following forms may be submitted to MIT to adjust tax withholding amounts.
- Form 8233: Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual
Used by nonresident alien individuals to claim exemption from withholding on compensation for personal services because of an income tax treaty between the U.S. and a foreign country
Form 8233 is only valid for one calendar year and must be renewed annually.
- Form W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Individuals)
Used by nonresident individuals who are receiving U.S. noncompensatory scholarship or fellowship income and not receiving any personal services income from the same withholding agent to document their status for the purpose of claiming a reduced rate of, or exemption from, U.S. withholding tax
Form W-8BEN is valid for three calendar years.
- Form W-8BEN-E: Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
Used by nonresident entities who are receiving income from U.S. sources to document their status for the purpose of claiming a reduced rate of, or exemption from, U.S. withholding tax
Form W-8BEN-E is valid for three calendar years.
The content in this website is provided for informational purposes only. MIT does not offer legal, accounting, or tax advice and services. This information should not be used as a substitute for consultation with a professional accounting, tax, or legal advisor. MIT recommends that students consult a tax advisor for individual tax advice.