Non-U.S. Citizen Documentation Chart

  NEI Form

Admission Stamp or
I-94

DS2019 Authorization Letter 8233(5) EAD CARD W-9 or
I-551
EXPENSES              
B2, WT (3) Yes Yes          
B1, WB Yes Yes          
H-1B Yes Yes          
F-1 Yes Yes          
J-1 Student Yes Yes Yes        
J-1 Scholar Yes Yes Yes        
Permanent Res Yes            
HONORARIUM              
B2, WT (4) Yes Yes     Yes    
B1, WB (4) Yes Yes     Yes    
H-1B Yes Yes       Yes(6)  
F-1 Yes Yes     Yes Yes(2)  
J-1 Student Yes Yes Yes   Yes    
J-1 Scholar Yes Yes Yes Yes(1) Yes    
Permanent Res Yes           Yes

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).

June 4, 2014