Payroll Office

Payroll Forms List

A list of requests and forms that the Payroll Office requires is presented below. A short name, the form's official name and description, and where to get the form are listed.

Short Name	Official Name and Description	Get Form
Salary Deposit Form	SALARY DEPOSIT REQUEST: This request gives the Payroll Office authorization to deposit an employee's net salary into a checking or savings account in most financial institutions nationwide. A Salary Deposit Form is required to be completed and submitted to the Payroll Office: to provide bank information to deposit your paycheck or other accounting payments if you change your bank, bank account number, or type of account (i.e. checking to savings) to cancel direct deposit	GURU Form Paper copies MUST be ORIGINAL Please do NOT fax
REQUESTS via Telephone
1042S Form	Issued only to non-resident aliens who are from countries that have a current tax treaty allowing exemption from federal taxes on earned income, scholarship, or fellowship monies.	Payroll Office 814-865-7621
Duplicate Check Stub	This is a request for a copy of your check stub.	Payroll Office 814-865-7621
Fellowship Statement	This statement declares the amount of money you have received as a fellowship payment. Taxes are not withheld on this type of payment.	Payroll Office 814-865-7621
Earnings Statement	This statement declares your salary information for the entire year. It shows all tax and benefit deductions. This statement can be used for proof of your earnings for any need OTHER THAN filing a tax return.	Payroll Office 814-865-7621
W-2 for tax purposes	This form is provided to every employee for income tax filing. The form represents a tax year and is issued by January 31 of the following year. There are four copies provided -- one copy each for federal, state and, local taxes, and the requester.	Payroll Office 814-865-7621
Wage Tax Statement	This statement declares the wage salary for a certain year broken down by pay date, the amount withheld for wage tax, and the taxing authority to which it was paid. Individuals often need this statement when they file their local taxes if they have moved throughout the year and they did not change their address by completing a W-4 Form or if they did not change their address at the proper time.	Payroll Office 814-865-7621
TAX RELATED FORMS
search for Federal IRS forms	A list of all Internal Revenue Service (IRS) forms, instructions, schedules, and publications. The Fill-in forms allow you to enter information while the form is displayed by an Adobe Acrobat 5.0 (or later) product and then print the completed form out. Fill-in forms give you a cleaner crisper printout for your records and for filing with the IRS.	IRS forms list (long list) (a search option is available) IRS Fill-in Forms
Pennsylvania Tax Forms	List of Pennsylvania Personal Income Tax forms, Fill-in Forms, Instructions, and Tax Codes, etc.	PA Tax Forms
Form PA-40	PA-40 PENNSYLVANIA INCOME TAX RETURN: The PA-40 is used to file PA State taxes. The PA-40 must be completed and submitted to the Pennsylvania Department of Revenue: by every PA employee must be filed even if you don't owe additional taxes must be filed to be reviewed for a POSSIBLE refund	PA Tax Forms (scroll to form for current year)
PA REV-420	EMPLOYER'S STATEMENT OF NON-RESIDENCE IN PENNSYLVANIA AND AUTHORIZATION TO WITHHOLD OTHER STATE'S INCOME TAX	PA Tax Forms (scroll to the form for the current year)
IRS Form 673	STATEMENT FOR CLAIMING BENEFITS PROVIDED BY SECTION 911 OF THE INTERNAL REVENUE CODE: Form 673 should be completed and submitted to Payroll: by U.S. citizens or Resident Aliens who are living and working in another country to qualify for exemption from federal income tax new form for each calendar year	IRS form with instructions (2pgs)
IRS Form 1040	FORM 1040 U.S. INDIVIDUAL INCOME TAX RETURN: Form 1040 should be completed and submitted to the IRS: by anyone who is a U.S. citizen, permanent resident or claims residency for tax purposes to file their federal tax return	IRS Form (33K, 2pgs) Instructions (778K, 117pgs)
IRS Form 1040 NR	FORM 1040NR U.S. NONRESIDENT ALIEN INCOME TAX RETURN: Form 1040NR should be completed and submitted to the IRS by non-resident alien's to file their federal tax return.	IRS Form (52K, 5pgs) Instructions (197K, 32pgs)
IRS Form 1040 NR EZ	FORM 1040NR-EZ U.S. INCOME TAX RETURN FOR CERTAIN NONRESIDENT ALIENS WITH NO DEPENDENTS: Form 1040NR-EZ can be used by non-resident alien's to file their federal tax return. (please read the instructions to see if you qualify to use this form.	IRS Form (22K, 2pgs) Instructions (87K, 12pgs)
PSU Form W-4	EMPLOYEE'S WITHHOLDING ALLOWANCE CERTIFICATE (FORM W-4): This form authorizes the University to make the appropriate withholdings for both Federal Income Tax and Local Wage taxes. It must be on file for all wage and salaried employees before they can be placed on the payroll. A new form must be prepared in its entirety and submitted when there is any change in the payroll information appearing on the completed card. A W-4 form is required to be completed and submitted to Payroll: by each new employee from within their department when your address changes when your marital status changes when you want to change the number of allowances to claim when your campus location changes Withholding Calculator This Withholding Calculator reflects the change in the income tax rates on individuals that began on July 1, 2001. It can help you figure your Federal income tax withholding so your employer can withhold the correct amount from your pay. You may use the results of this program to help you complete a new Form W-4, which you will submit to your employer.	GURU Form (29K, 2pg) Paper copies MUST be ORIGINAL Please do NOT fax
PSU W-4E	EMPLOYEE CLAIM FOR EXEMPTION FROM WITHHOLDING OF FEDERAL INCOME TAXES This form is used to claim exemption from the withholding of Federal Income Tax (See "Eligibility" below.) This form is also used to cancel the exemption. You are eligible to claim exempt status ONLY if: Last year you did not have any Federal Income Tax liability, AND This year you expect to have no Federal Income Tax liability. A W-4E form should be completed and submitted to Payroll: to be exempt from Federal Income tax (read the instructions on the form carefully) each calendar year (the W-4E form expires each year on February 15)	GURU Form
INTERNATIONAL STUDENT / EMPLOYEE Forms
ORIENTATION PACKET - Required forms and instructions for international student employees. This packet is the same handout given to new international student employees at Orientation. All the packet forms are PDF and can be filled out online and then printed.
	Policy PR08 PAYROLL DEDUCTIONS FOR ALIENS EMPLOYED BY THE UNIVERSITY: To provide information to an alien faculty or staff member explaining the deductions taken from his or her salary during an appointment at the University.	Policy PR08
Alien Information Form	ALIEN INFORMATION REQUEST FORM: This form allows Penn State to collect information for tax withholding purposes regarding an individual's employment, and immigration category and the primary reason the individual is in the U.S. An Alien Information Request form is required to be completed and submitted to Payroll: by all new employee's who are non-resident alien or resident aliens when they are first employed every time you to have an I-9 processed if there is a change on any of the documents required for a non-resident or resident alien	GURU Form
Revenue Procedure Statement 87-8	The PSU REVENUE PROCEDURE STATEMENT 87-8: Form needs to be completed and submitted with Form 8233 for federal tax exemption for student visa holders.	PSU Form
Revenue Procedure Statement 87-9	The PSU REVENUE PROCEDURE STATEMENT 87-9: Form needs to be completed and submitted with Form 8233 for federal tax exemption for J-1 or H-1 visa holders.	PSU Form
IRS Form 8233	EXEMPTION FROM WITHHOLDING ON COMPENSATION FOR INDEPENDENT (AND CERTAIN DEPENDENT) PERSONAL SERVICES OF A NONRESIDENT ALIEN INDIVIDUAL: The IRS requires Form 8233 to be completed and submitted to Payroll: to request Federal tax exemption based on a tax treaty with the U.S. and another country each calendar year you qualify for the exemption (submit to Payroll by December 1 for the next year)	IRS Form for PSU (37K, 1pg) Instructions (2pgs)
IRS Form W-9 & Attachment Form	REQUEST FOR TAXPAYER IDENTIFICATION NUMBER AND CERTIFICATION: Form W-9 should be completed and submitted to Payroll: by individuals who are not U.S. citizens, who are in the U.S. on an H1B or J-1 visiting scholar who are requesting exemption from federal taxes based on a tax treaty with the U.S. and their country ATTACHMENT TO FORM W-9 TAX TREATY CLAIM BY A U.S. PERSON: A W-9 Attachment form needs to be completed and submitted to Payroll every time a W-9 form is submitted.	IRS Form (26K, pgs) Instructions (17K, 3 pgs) Attachment to Form W-9
PSU Form W-8 Ben	CERTIFICATE OF FOREIGN STATUS OF BENEFICIAL OWNER UNITED STATES TAX WITHHOLDING: A W-8BEN form needs to be completed and submitted to Payroll by non-resident or resident aliens that have money through their student account that is over and above tuition. An email letter is sent to an individual from Student Loans and Scholarships Office if they need to complete this form. The form is then returned to the Payroll Office for processing. If a person does not return the form by the date requested it could result in a 30% federal tax withholding.	PSU Form
Payroll DEDUCTION Forms
Credit Union Deduction	CREDIT UNION DEPOSIT AUTHORIZATION and DISTRIBUTION OF PAYROLL DEDUCTION: The DEPOSIT AUTHORIZATION form is to authorize, change or cancel a payroll deduction with deposit to the Penn State Federal Credit Union. The DISTRIBUTION form is used to instruct the Penn State Federal Credit Union of the categories/amounts to which member deductions are to be applied. A Credit Union form should be completed and submitted to the Credit Union for processing. They will notify the Payroll Office of any changes. A Credit Union Distribution of Payroll Deduction should be completed to instruct the Credit Union of the categories/amounts to which member deductions are to be applied. You need to complete both forms to change or to cancel a deduction	GURU Forms: Deposit Authorization Form Distribution Form
U.S. Savings Bond Deduction	AUTHORIZATION FOR PURCHASE OF U.S. SAVINGS BONDS: This form is used to initiate, change or cancel a savings bond deduction. Change of any information on the authorization card requires the submission of a new card by the employee. This form should be completed and submitted to Payroll: to authorize a deduction be withheld to purchase a U.S. Savings Bond to make changes to your existing form: home address (W-4 form does not change bond information), co-owner, beneficiary, or deduction amount to cancel all deductions	GURU Form
United Way Deduction	UNITED WAY CAMPAIGN PAYROLL DEDUCTION CARD: This card is used by all campuses for full-time employees to have United Way contributions deducted from their paychecks during annual fall campaigns in conjunction with procedures established by United Way campaigns in each area, or throughout the year for new employees or present employees to make changes in payroll deductions.	GURU Instruction Obtain form from Payroll Office
Uniform Rental Deduction	Authorization for Salary Deduction for Uniform Rental.	Obtain form from Payroll Office

NEWS & UPDATES

RELOCATION:

Payroll Office has moved to first floor James M. Elliott building.

(same bldg, different floor)

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