Subject: Non-Resident Alien Reporting Training

The CSU Chancellor’s Office Accounting Department along with Balance Consulting Inc. are presenting a one day training session on tax information, reporting, and compliance for Non-Resident Aliens. The workshop is scheduled for Thursday, March 4 at the Holiday Inn Capitol Plaza in Sacramento. The cost is $175 per person and includes materials, a continental breakfast, and lunch.

This training session has been organized in response to inquiries received by the Chancellor’s Office, as well as in response to a compliance audit that was performed at one of our campuses. Issues to be covered include: 1042 & 1042-s reporting and compliance, TIN and ITIN solicitation procedures, withholding at source, issues for educational institutions, the new four W-8 forms and procedures, scholarship and tuition reporting, and a review of the reporting requirements for various types of payments made by educational institutions.

Campus personnel from the following areas are encouraged to attend the session: Payroll, Personnel, Procurement, Accounts Payable, Financial Aid, Internal Audit, and Foundation/Auxiliaries. Space is limited, so registration will be closed on February 26 (checks should be received by February 26). A block of rooms have been reserved for the night of March 3, as well as a few for March 4. March 4 rooms are for those of you who will be staying for the Accounts Payable Forum at CSU Sacramento the following day. The block of rooms will be held until February 10. If you plan on staying at the Holiday Inn, please make reservations ASAP. The room block is reserved under the CSU Non-Resident Alien Training.

WPM:au AD 99-03

Attachment-Non Resident Alien Reporting Registration Form