Get Itin%20procedures.doc. Instructions For Form W-7, Individual Taxpayer Identification Number

This guide offers clear and supportive instructions for completing the ITIN Procedures document related to Form W-7, which is essential for individuals requiring an Individual Taxpayer Identification Number. Whether you are new to the process or have some experience, these step-by-step directions will help you navigate the form with confidence.

Follow the steps to successfully complete Form W-7 online.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin completing IRS Form W-7 by accurately entering all required information. Remember to avoid abbreviations; write out each item fully, such as using 'Street' instead of 'St.'
3. In the section labeled 'Reason you are submitting Form W-7,' check both options for Nonresident Alien Student and Other. Write 'Exception 2c – Scholarships, fellowships, and grants' on the designated line.
4. Locate the US visa number on your visa stamp for Question 6c. If you are a citizen of Canada, leave this field blank.
5. Ensure to sign and date the form before proceeding.
6. Visit Duke Visa Services located at Smith Warehouse: Bay 7-1st Floor, with your completed Form W-7, award letter, passport, visa, I-20 or DS-2019 document, and your electronic I-94.
7. Within five days of receiving the required letters and documents from Duke Visa Services, consult with Duke’s Corporate Tax Department to review and compile your completed W-7 application packet.
8. The prepared W-7 packet should include your application, copies of your passport and visa, I-20 or DS-2019, and any other necessary support documents, including your award letter.
9. After the review, the Corporate Tax Department will mail the W-7 packet to the IRS. Remember to keep a copy of your W-7 application for your records.
10. Deliver a copy of your W-7 application to your Department Payroll Representative or Financial Aid Representative as proof that you have applied for the ITIN.
11. Processing times for ITIN applications average six to eight weeks, longer during peak times. The Corporate Tax Department will follow up with the IRS on applications still pending after eight weeks.

Start working on your documents online to ensure a smooth application process.