NON-US CITIZEN DOCUMENTATION CHART
Systems and Procedures
 A Division of The Office of Budget and Finance
IN
Last Revision: 06/12/2019

NON-U.S. CITIZEN DOCUMENTATION CHART

Non-U.S. Citizen Admission Classification and required supporting documentation prior to making a payment for EXPENSES
Document
Type 		NEI Form Admission Stamp or I-94 DS2019 Authorization Letter 8233(5) EAD Card W-9 or I-551
B2, WT (3)          
B1, WB          
H-1B          
F-1          
J-1 Student        
J-1 Scholar        
Permanent Resident            


Non-U.S. Citizen Admission Classification and required supporting documentation prior to making a payment for Honorariums
Document
Type 		NEI Form Admission Stamp or I-94 DS2019 Authorization Letter 8233(5) EAD Card W-9 or I-551
B2, WT (4)        
B1, WB (4)        
H-1B       (6)  
F-1     (2)  
J-1 Student      
J-1 Scholar (1)    
Permanent Resident          

Notes:

  1. J-1 Scholars not sponsored by PSU must have authorization in writing by sponsoring entity for 1099 payments.
  2. F-1 not sponsored by PSU must have an EAD card to receive an honorarium.
  3. B2/WT can only be paid Expenses if satisfying eligibility criteria documented on section IV of NEI Form.
  4. B2/WT & B1/WB can only be paid Honoraria if satisfying eligibility criteria documented on section IV of NEI Form.
  5. 8233 Form is required only if the payee qualifies for Tax Treaty Tax Exemption Status.
  6. No 1099 Payments are allowed unless the payee has an Employment Authorization Document (EAD card).

6/12/2019

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