Revenue Procedure Form 87-9 Form
Table of Contents:
- General Information
- Exhibit and Instructions
- Form Requirements
- Number of Copies and Ultimate Distribution
- Where To Send Completed Forms
- Contact Information
- Cross References
The Revenue Procedures Statement 87-9 form is used to request exemption from federal taxes by Teacher or Reseacher visa holders.
If you are a professor, teacher, or researcher with an J-1 or H-1 visa receiving compensation for personal services and are a permanent resident of a country listed on the form, you can claim exemption from withholding of tax by completing Revenue Procedure Statement 87-9 form and submitting it to Payroll along with a completed 8233 form.
NOTE: If you do not have your Social Security number:
- Attach a copy of the Receipt Letter from the Social Security Office, validating that you applied for a Social Security Number.
If we do not receive a copy of the Receipt Letter, we cannot process your request to be federal tax exempt.
To view document exhibits, click on link below:
No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Office of Systems and Procedures (designated representative of the Corporate Controller). See Policy FN17 - Required Use of Approved University Forms Appearing in the General University Reference Utility (GURU) for full details.
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|Ultimate Distribution:||Retention Periods:|
|Original||Payroll||Refer to the "Permanent Election Forms" within the Payroll subsection of the Financial Record Retention Schedule|
Completed 87-9 forms are to be attached to the 8233 form and sent to:
101 James M. Elliott Building
120 S. Burrowes Street
State College, PA 16801
For questions, additional details, or to request changes to this form, contact the Payroll Office.
- Policy AD35 - University Archives and Records Management
- Policy FN17 - Required Use of Approved University Forms Appearing in the General University Reference Utility