Human Resources at Emory University administers the benefits plans (health care, vision care, dental care, retirement) available to Emory employees. Human Resources also has many other benefits and programs available to employees, including professional development classes, Employee assistance, and workplace, wellness, and family resources. To learn about employment, benefits, employee services, and other beneficial programs for Emory University employees and affiliates, visit the Emory University Human Resources website. To determine your eligibility for the various benefits at Emory University, you will need to consult with your hiring/sponsoring department. Even if you are not on the Emory University payroll, you are still eligible for some basic campus privileges accessible to you through an EmoryCard.

All nonresident aliens receiving income from U.S. sources are subject to special U.S. tax withholding and reporting regulations. Any international visitor/employee in H1B, TN, or O-1 status, or in J-1 status and who is receiving any type of remuneration from Emory University for services offered, must submit information for Form 8233 online using the procedures outlined in the attached sheets. By following the procedure outlined on the sheet, the university will be able to make the appropriate decisions regarding U.S. tax withholding and reporting for any payments made to the individual.

Submitting Information for Form 8233 Online

Attention all international students and scholars on a non-immigrant visa (J, F, H-1B, TN, O-1) who will be receiving any type of payment for services on campus AND who were eligible for treaty benefits for calendar year 2003 and need to renew the benefits for 2004.

The necessary information to complete Form 8233 (for treaty benefits) and determine residency status for tax purposes must be submitted on-line using the following procedures:

Please note: You do NOT have to complete the on-line questionnaire for 2004 if you completed it for 2003 AND you are NOT eligible for tax treaty benefits AND have had NO other changes to your immigration status!)

• Contact Mary Chenault (mchenau@ctrl.emory.edu) in the Controller's Office to obtain a password to be used with your Emory University userID.
• Logon to the website https://fnis.windstar.cc/emory with your userID and password.
• Complete pages 1-6 of the questionnaire as indicated.
• Click the ? button by a line item for additional information regarding that line. You can also email the system administrator at mchenau@ctrl.emory.edu with any additional questions.
• Click "Save and Continue " to advance to the next page.
• Page 1 - The Institution ID is your employee ID. If you do not have, leave blank. The Foreign Taxpayer number can be left blank.
• Page 2 - Please be sure to include your email address, if available.
• Page 5 - Please list all F, J, M or Q visa immigration activity since 01/01/85 and all immigration activity in the last 3 calendar years. If not included, the form will be REJECTED.
• After Page 6 has been completed, click the "View Data" button to print out a summary copy of the information (Immigration Status Data) supplied on the questionnaire. Please review this summary, then sign it.
• Click the "Finish" button on page 6 to submit your data to the system administrator who will review the data and respond back to you if additional information is needed. Please allow 3 business days for the system administrator to respond.
• Your forms will be ready for signature within 3 business days unless notified otherwise.

In order to receive nonresident alien tax benefits:

• You must bring the signed Immigration Status Data form (#8 above) to the Controller's Office along with the required immigration documentation (IAP-66 or DS-2019, I-20, I-94 card, passport, and/or H-1B or TN hire letter)
• You will be given the Form 8233, statement, and Form G-4 OR Form W-4 to sign at your appointment with Mary Chenault.
• This process MUST be done 15 days prior to your pay date in order to receive benefits for that payment.

Please note: Federal and State withholding will not be refunded if the forms are not completed in a timely manner. The treaty benefits will be activated on the next payment.

Form 8233 is valid only for the calendar year in which it is filed and must be refiled each year you are entitled to an exemption.