Tax Forms

Tax Form Name

Purpose

Form 8863 Form 8863 must be completed and returned with your 2016 Tax Return if you are eligible for the Education Credits. 

Form W-8BEN

Form W-8BEN is a certificate that establishes foreign status to determine exemption from the taxes on United States based financial aid.

Form W-9S

If you are a United States citizen or a United States resident alien and have not provided the University your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), complete Form W-9S. Your SSN or ITIN is required by law. It will be maintained securely and utilized by the Pennsylvania State University for tax reporting purposes. 

Mail Completed Form to:

Office of the Bursar
Attn: Tax Credit Department
Pennsylvania State University
103 Shields Building
University Park, PA 16802

Form W-9

Customized form to qualify as a U.S. resident for tax payer purpose for International Taxes.

Form 1098-T

Eligible educational institutions file this form with the IRS for each student they enroll and for whom a reportable transaction is made. 

For additional information please click here.

Publication 970 This IRS publication explains tax benefits for education that may be available to you if you are saving or paying education costs for yourself or, another student who is a member of your immediate family.