EMPLOYMENT FORMS TO BE COMPLETED BY ACADEMIC NEW HIRES AND REHIRES
Required Forms for All Employees
Additional Forms for Non-Resident Employees

 

Required Forms for All Employees

FORM (Direct link to PDF)	SOURCE
Data Collection Document for Non-Student Academic Initial Hire/Rehire OR Data Collection Document for Student Academic Initial Hire/Rehire	UCSC PPS Office: http://www2.ucsc.edu/pps/toolbox/dcdtable.htm
UC W-4 Federal/State Withholding Allowance Certificate for U.S. Citizen and Permanent Resident Employees OR UC W4-NR Federal/State Withholding Allowance Certificate for Non-resident Alien Employees	UC Office of the President: http://www.ucop.edu/ucophome/cao/paycoord/w4-nr%2008.pdf
UPAY 585 State Oath of Allegiance, Patent Policy, and Patent Acknowledgment Note: Oath is not required for non-residents	UC Office of the President: http://atyourservice.ucop.edu/forms_pubs/index.html
Form I-9 Employment Eligibility Verification	U.S.Citizenship and Immigration Services: http://www.uscis.gov/i-9
UPAY 726 Benefits Eligibility Level Indicator (BELI)	Contact the UCSC Benefits Office at 459-2013 to obtain this form.
UC Santa Cruz Direct Deposit Form	UCSC Financial Affairs Office: http://financial.ucsc.edu/Pages/Forms.aspx
U5605 Demographic Data Transmittal	UC Office of the President: http://atyourservice.ucop.edu/forms_pubs/index.html
Incoming Interlocation Memo This form must be completed for employees transferring from another UC campus or laboratory without a break in service.	UCSC Financial Affairs Office: http://financial.ucsc.edu/Pages/Forms.aspx
UCRS 419 Statement Concerning Your Employment in a University Position Not Covered by Social Security This form must be completed by employees hired into positions which are not covered by Social Security	UC Office of the President: http://atyourservice.ucop.edu/forms_pubs/index.html

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Additional Forms for Non-Resident Employees

FORM (Direct link to PDF)	SOURCE
Foreign National Hiring Memo This form must be completed for all non-resident new hires or rehires	UCSC Financial Affairs Office: http://financial.ucsc.edu/Pages/Forms.aspx
UC W8-BEN Certificate of Foreign Status for Federal Tax Withholding ("Attachment A") This form must be completed by all non-residents.	UC Office of the President: http://www.ucop.edu/ucophome/cao/paycoord/taxation.html
Tax Treaty Statement The Tax Treaty Statement applicable to the country of residence must be completed by non-residents who claim a tax exemption on Part IV of the W-4NR	UC Office of the President: http://www.ucop.edu/ucophome/cao/paycoord/taxation.html
Form 8233 Exemption from Withholding on compensation for Independent (and Certain Dependent) Personal Services of a Non-resident Alien Individual This form must be completed by non-residents who claim a tax treaty exemption on Part IV of the W-4NR	UC Office of the President: http://www.ucop.edu/ucophome/cao/paycoord/taxation.html