Wh 1 Form PDF Details

Navigating tax obligations and residency status intricacies becomes a streamlined process with the UNIVERSITY OF HAWAII's WH-1 form, designed explicitly for individuals—including US citizens and permanent resident aliens—engaged with the institution. This form, a crucial tool for compliance with Internal Revenue Service (IRS) regulations, determines the correct federal tax withholding based on an individual's citizenship, tax status, and residency, thereby ensuring accurate and lawful financial operations throughout the calendar year. Moreover, the WH-1 form, which must be updated annually, facilitates a detailed collection of personal information, immigration activity, and tax status to ascertain each person’s obligations and entitlements effectively. It encompasses directives for various visa holders, elucidating requirements such as providing photocopies of vital documents like the Alien Registration Card for permanent resident aliens, and specific IRS forms for those performing services as independent contractors under applicable tax treaties. Each section is meticulously designed to cater to diverse scenarios, ensuring every individual's circumstances are duly considered, thereby reinforcing the form's comprehensive nature in managing tax-related matters for those associated with the UNIVERSITY OF HAWAII.

QuestionAnswer
Form NameWh 1 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other names manoa.hawaii.edusapfbuploadsUNIVERSITY OF HAWAII STATEMENT OF CITIZENSHIP AND FEDERAL TAX ...

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UNITED STATES (US) CITIZENS:
PERMANENT RESIDENT ALIENS:

DISB WH-1

(REV 111921 ADA)

UNIVERSITY OF HAWAII

STATEMENT OF CITIZENSHIP AND FEDERAL TAX STATUS

Reset Form

PURPOSE: This form is for individuals. To comply with applicable tax provisions of the Internal Revenue Service(IRS) regulations, the information requested on this form is required to determine the appropriate federal tax withholding and is required for each calendar year. (Business entities should use IRS Form W-9)

DIRECTIONS:

1. Complete Sections A and E only.

1. Complete Sections A and E only.

2.Attach a photocopy (front and back) of your Alien Registration Card.

1.Complete Sections A, B, C, and E. 5. For J-1 visaholders, submit copy of DS-2019.

ALL OTHERS: 2.

Complete Section D if applicable.

6.

For B visaholders, submit DISB-45.

3.

Submit copy of your electronic I-94

7.

For F-1 visaholders, submit copy of I-20.

 

 

Passport ID Page and Visa page.

8.

Submit IRS Form 8233 if performing services

 

4.

Submit IRS Form W8-BEN for foreign status.

 

as independent contractor (Treaty only).

Section A. PERSONAL INFORMATION

1. General Information

Last Name

 

 

 

First

Middle

US Social Security Number or ITIN Number

 

 

 

 

 

 

 

 

Country of Citizenship

 

 

 

 

Country of Residence for Tax Purpose

E-Mail Address

 

 

 

 

 

 

 

 

 

 

[FOR NON-UH PERSONNEL]

 

 

 

 

 

 

 

 

Are you a PostDoc?

[

] YES

[

] NO

 

 

 

Are you employed anywhere?

[

] YES

[

] NO If you answered "YES", please provide your employer's information:

 

Employer's Name

 

 

 

Number & Street

City / Province

State

Postal Code

 

 

 

 

 

 

 

 

 

2. US Mailing Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Number and Street

 

 

 

 

 

City

State

Zip Code

 

 

 

 

 

 

 

 

 

3. Foreign Mailing Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Number and Street

 

 

 

 

 

City/Province

Country

Postal Code

Section B. US IMMIGRATION ACTIVITY

1. Current Visa Status

Date of US Entry

Expiration Date of Current Visa

Intended Length of Stay (Days)

Anticipated Departure Date

 

 

 

 

Current Visa Type (check appropriate box):

What is the primary purpose of the visit? (check appropriate box)

 

 

 

 

 

[

] F-1 Student

 

[

] Studying/Training/Research in a Degree Program

[

] J-1 Student

 

[

] Studying/Training/Research in a Non-Degree Program

[

] J-1 Visitor (Non-Student)

 

[ ] Training/Research as a Post-Doctoral Fellow

[

] B-1/WB Visitor for Business

 

[

] Providing Service as an Independent Contractor

 

 

(e.g., consulting, conducting a workshop, etc.)

 

 

 

 

[ ] B-2/WT Visitor for Pleasure (Tourist)

[

] Other:

 

[ ] Other INS Classification (liststatus):

 

 

 

 

 

 

 

 

2.

Is this the first time you have entered theUnited States?

[

] YES [ ] NO

 

3. Past Visa History

Provide the number of days you were or will be physically present in the United States. Note: Calendar year refers to the period January 1 - December 31.

 

Enter Visa Type/INS

Enter period(s) when you were or

 

 

 

 

 

 

Calendar

classification held while

will be physically present in the US

Number of days

 

Have you taken any

Year

present in the US during

during the listed calendar year.

present in the

Are you leaving the

treaty benefits during

 

the listed calendaryear

(list dates as mm/dd/yy, e.g., 01/01/12 – 12/31/12

United States?

US this year?

 

the listed year?

 

 

 

 

[ ] YES [ ] NO

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[

] YES

[

] NO

 

 

 

 

 

 

 

 

 

Section C. Tax Status Determination

United States in which you held a J or Q Non-Student visa.

STEP 1: Complete the Substantial Presence Test (SPT) by completing the table below. For F, J, M or Q Visaholders, please note the following:

For F, J, or M Student Visaholders:

For J or Q Non-Student Visaholders:

Do NOT count any days during your first 5 calendar years in the United States in which you held an F, J, or M student visa.

Do NOT count any days during your first 2 calendar years in the previous 6 calendar years inthe United States in which you held a J or Q Non-Student visa.

 

 

ENTER TOTAL NUMBER OF DAYS YOU

 

 

 

 

 

 

CALENDAR

WERE OR WILL BE PRESENT IN THE

 

CALCULATE TOTAL NUMBER OF DAYS TO

 

YEAR

UNITED STATES FOR EACH YEAR

RATIO

COUNT FOR EACH YEAR

 

 

 

 

(A)

(B)

(A X B)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1/3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1/6

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL # OF DAYS

 

 

 

 

STEP 2: Please answer the following questions:

 

 

 

 

 

 

 

 

 

 

 

A. Does the TOTAL NUMBER OF DAYS TO COUNT for the current calendar year equal to 31 daysor more? [

] YES

[

] NO

 

B. Does the TOTAL # OF DAYS for all three years equal to 183 daysor more?

[

] YES

[

] NO

STEP 3: Determine your tax status:

If you marked “YES” to both questions A and B, then you passed the Substantial Presence Test and will be treated asa RESIDENT ALIEN (RA) FOR TAX PURPOSES for this calendar year. Go to and sign Section E below.

If you marked “No” to one or both questions, then you did not pass the Substantial Presence Test and will be treated asa NONRESIDENT ALIEN FOR TAX PURPOSES for this calendar year. Go to Section D below.

Section D. EXEMPTION FROM WITHHOLDING FOR THE NONRESIDENT ALIEN

1.All Payments made to Nonresident Aliens are subject to US federal tax withholding at a statutory rate of30%.

However, you may claim an exemption from withholding or reduced rate via a US Tax Treaty if you meet the following requirements:

a.You must be a resident of a country that has a tax treaty with the US. (Consult IRS Publication 901, US Tax Treaties,

at http: /www.irs.gov/pub/irs-pdf/p901.pdf. The tax treaty must have a treaty article applicable to the type of payment you'll be receiving:

Scholarship or Fellowship Article for Scholarship, Fellowship, Traineeship, and Stipend Payments.

OR

Independent Personal Services Article for Fee for Services, Honoraria, and Reportable Travel payments.

b.You must meet all requirements regarding residency, time, and dollar limitations described in the tax treaty.

c.You must have a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to claim a treaty exemption.

2.Do you want to claim a treaty exemption from US federal tax withholding? (Check one boxonly.)

[ ] YES

I am a resident of a country that has a tax treaty with the US and has an applicable tax treaty article. Therefore, I

 

claim exemption from US tax withholding via a US TaxTreaty with

 

, my country of residence.

 

I have attached one of the following IRS forms: (Consult IRS website for Forms and Instructions

 

at http://www.irs.gov/formspubs/index.html)

 

 

IRS Form 8233 for Fee for Services, Honoraria, and Reportable Travel payments.

OR

IRS Form W8-BEN for Scholarship, Fellowship, Traineeship, Stipend, and Royaltypayments.

[

] NO

I choose not to claim a treaty exemption from US tax withholding, even though I am a resident of a country that has a

 

 

tax treaty with the US and an applicable treaty article. I understand taxes will be withheld at 14% (Scholarships, Fellowship,

 

 

Traineeship, or Stipend) or 30% (All other payments.).

[

] NO

I cannot claim a treaty exemption from US tax withholding because I do not meet the requirements stated in Part 1 above.

 

 

I understand taxes will be withheld at 14% (Scholarships, Fellowship, Traineeship, or Stipend) or 30% (All other payments).

Section E. CERTIFICATION OF INFORMATION PROVIDED ON THIS FORM

Under penalties of perjury, I certify the information entered above is correct; and if a reduced rate of exemption from tax applies, I further certify that I have complied with all tax treaty requirements to qualify for the reduced rate. (For Resident Aliens, IRS has not notified me of backup withholding.)

 

Signature:

 

 

 

 

 

 

 

 

 

Date:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disbursing Office Use Only

 

 

 

 

Tax

[

] US Citizen

 

 

 

 

 

[

] Permanent Resident Alien

Vendor Code

 

 

 

Status: [

] Resident Alien for Tax Purposes(SPT exp 12/

)

 

[

] Nonresident Alien

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Nonresident Withholding:

 

 

 

 

 

Expiration Date

1099/1042 & WH Ind:

 

 

[

] Statutory Rate of 30%

 

Form

 

 

 

 

8233

 

 

 

 

[

] Reduced Rate of 14% or

%

Form

 

 

 

 

W8-BEN

 

 

 

 

[

] Exempt

 

 

Form W-9

 

 

 

 

 

 

Initials

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

RESET FORM

UNIVERSITY OF HAWAII

UH Disbursing Office

1402 Lower Campus Rd, Bldg, Rm 34

Honolulu, Hawaii 96822Electronic Funds Transfer Authorization

Phone (808) 956-7126

Select one:

 

New Authorization

 

Change Bank Information

 

Cancel Direct Deposit

Business / Individual Name and Mailing Address (General)

Name

DBA

 

 

(doing business as)

Address

 

 

City

 

 

State

Zip Code

Vendor Number

 

 

(optional-11 digit number starting w/ V found on Univ of Hawaii check)

Contact Information

 

Contact Name

 

 

 

 

Title

 

 

 

 

 

EmailAddress

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Phone

Ext.

 

 

 

FAX

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax Identification Information (SSN for Individual's)

 

 

 

 

 

 

 

 

 

 

 

 

 

Federal ID Name

 

 

Federal ID Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial Institution Information

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial Institution Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ABA Routing Number

(9 digit number, identifies bank's location, name, Federal Reserve district, and area; contact your bank to be sure)

Bank Account Number

Bank Account Name

StreetAddress

City, State, ZIPcode

Type of Account:

(must be 4-17 digits)

Checking (Attach a voided check) or

Savings (Contact institution to confirm)

Note: Deposit Slips are not acceptable

Authorization to Make Electronic Fund Payments

I authorize the University of Hawaii to direct deposit payments, by electronic fund transfer, to my checking or savings and if necessary, debit entries and adjustmentsforanyamounts deposited electronicallyin error. The payments shall be deposited in thefinancial institutiondesignated above. I recognize that if I fail to provide complete and accurate information on this authorization form, the processing of the form may be delayed or my payments may be erroneously transferred electronically.

This Authorization will remain in effect until I submit written notification of its cancellation in such time and such manner, as to afford the University of Hawaii and my financial institution named above a reasonable opportunity to act on it.

I consent to and agree with the National Automated Clearing House Association (NACHA) Rules and Regulations about electronic transfers as they exist on the date of my signature on this form or as subsequently adopted, amended or repealed. ACH/EFT is not available to foreign companies due to

NACHA regulations for monetary transfer to foreign banking institutions.

Authorized Signature

Printed Name

Business Title

Date

Mail form to: UH Disbursing Office, 1402 Lower Campus Rd, Bldg H, Rm 34, Honolulu, HI 96822

(Rev 101920 ADA)

UNIVERSITY OF HAWAII

UH Disbursing Office

1402 Lower Campus Rd., Bldg H, Rm 34

Honolulu, HI 96822

Phone (808) 956-7126

International Electronic Funds Transfer Certification

Effective September 18, 2009, the National Automated Clearing House Association (NACHA) changed the requirements for receiving electronic payments. As of that date, all electronic payments to banks in another country have to be coded as an international payment.

Although the University of Hawaii only allows electronic payments to U.S. banks, a vendor could instruct their U.S. bank to forward their payment to a bank in another country. In this scenario, the vendor's electronic payment to their U.S. bank must be coded as an international payment. Please see below for a sample scenario:

Sample Scenario

Company XYZ has their payment for services direct deposited into their U.S. bank account and then 100% of those funds are moved by their U.S. bank to a bank in Mexico. Effective September 18, 2009, this transaction must be coded as an international payment.

In order to comply with this requirement, please indicate in the check boxes below of the final destination of your electronic payments.

The final destination of my electronic payment is a U.S. bank

Electronic payments to my U.S. bank will be forwarded to a bank in another country

Routing of funds outside the U.S. is considered high risk by Bank of Hawaii,

our financial institution, and are not currenly supported.

Business Name:

Authorized Signature:

 

 

 

Date:

 

Printed Name:

 

Title:

 

Mail form to: UH Disbursing Office, 1402 Lower Campus Rd, Bldg H, Rm 34, Honolulu, HI 96822

IEFTC (REV 101920 ADA)

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1. Start filling out your Wh 1 Form with a group of essential blanks. Collect all of the important information and ensure there's nothing neglected!

Part number 1 for filling out Wh 1 Form

2. Soon after the last selection of fields is completed, go on to type in the relevant information in all these - BWT Visitor for Pleasure Tourist, Is this the first time you have, YES, Provide the number of days you, Calendar, Year, Enter Visa TypeINS classification, held while present in the US, Enter periods when you were or, list dates as mmddyy eg, Number of days present in the, Are you leaving the, US this year, and YES.

Tips to fill in Wh 1 Form step 2

Always be very mindful while completing Are you leaving the and Enter Visa TypeINS classification, as this is where a lot of people make some mistakes.

3. The following section should also be relatively straightforward, Year, Enter Visa TypeINS classification, the listed calender year, list dates as mmddyy eg, Number of days present in the, Section C Tax Status Determination, STEP Complete the Substantial, For F J or M Student Visa holders, Do NOT count any days during your, For J or Q NonStudent Visa holders, Do NOT count any days during your, CALENDAR, YEAR, ENTER TOTAL NUMBER OF DAYS YOU, and UNITED STATES FOR EACH YEAR - each one of these form fields will need to be completed here.

The right way to complete Wh 1 Form step 3

4. This next section requires some additional information. Ensure you complete all the necessary fields - A Does the TOTAL NUMBER OF DAYS TO, B Does the TOTAL OF DAYS for all, YES, YES, STEP Determine your tax status, If you marked YES to both, If you marked No to one or both, Section D EXEMPTION FROM, All Payments made to Nonresident, However you may claim an exemption, a You must be a resident of a, at http wwwirsgovpubirspdfppdf The, Scholarship or Fellowship Article, Independent Personal Services, and b You must meet all requirements - to proceed further in your process!

Wh 1 Form conclusion process detailed (stage 4)

5. Because you come near to the end of your document, there are actually a few more things to do. Notably, Under penalties of perjury I, Signature, and Date must all be filled out.

Learn how to fill in Wh 1 Form portion 5

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