REVENUE PROCEDURES 87-9 (TEACHERS AND RESEARCHERS) FORM

Form Instructions

1. Family Name - Print or type your name. Last name (Surname or Family name) first, then your first name


2. SSN - Print or type your Social Security Number (SSN). If you do not have a USA-issued Social Security Number, contact your Business Area Human Resources Representative. Payroll cannot process a request for federal exemption without a USA-issued Social Security Number


3. Arrival Date - Print or type your first, original entry date into the US (before beginning study at the US educational institution). This date must be the same date you listed in box #8 on the 8233 form


4. Check the box next to the name of your country of permanent residency


5. Read the information located under the country listing


6. Signature Date - If a hand-written signature provided, enter the date the form was signed. If a digital ID provided, skip this field


7. Signature - The Teacher and/or Researcher must provided either a hand-written signature or provide their digital ID

Please UPLOAD all required forms and documents (see the Foreign National employee Information page for complete details) into WorkLion.

Hard-copies of the completed form and documents may be mailed to:

The Pennsylvania State University
Payroll Office
120 S. Burrowes Street
101 James M. Elliott Building
University Park, PA 16802

NOTE: The Revenue Procedures Statement 87-9 contains Personally Identifiable Information (PII). DO NOT send the forms as an attachment to an email. Uploading the documents into WorkLion is safe and secure.