As the new semester begins and new students/scholars begin their educational journeys or appointments, please advise any foreign students/scholars they may be eligible for exemption from US Federal taxes under tax agreements between the US and some foreign countries. Tax Treaty exemptions are granted on a calendar year basis for certain types of payments such as scholarship/fellowships and employment income.

Please advise all monthly paid individuals who believe they are entitled to an exemption from Federal taxes to report to the Tax Office, 308 Franklin Building, 3451 Walnut Street. These individuals must bring their Penn ID to confirm their eligibility and sign the appropriate Tax Treaty documents for the 2015 tax year.

They should also bring their most current immigration document with them. Please note, individuals must have a valid US tax identification number to be eligible for the exemption. The University is unable to provide treaty benefits to weekly paid individuals.

In order to meet the deadline for the September 2015 payroll, employees must visit the Tax Office, 3451 Walnut St, Room 308, by Tuesday, September 22, 2015. If they do not meet the September deadline they may still apply for the exemption; however, the treaty benefits will not take effect until October.

Please note that Payroll will not refund the Federal Withholding Tax for individuals who missed the September 2015 deadline. The individual can claim the exemption when filing their 2015 tax return. Please call the Tax Office at (215) 898-6291 or email tax@exchange.upenn.edu with any questions or concerns.

—Victor Adams,

Tax & International Operations