Alien - How to Process a Scholarship Fellowship Payment to a Foreign National

Step 1 : Determine correct classification of payment

If the fellowship scholarship payment requires any services to be performed, this would be considered compensation. Please consult employee guidelines for further information.
If award is for scholarship or fellowship payment to provide financial support for a student in a degree program. Go to Step 2.
If award is for fellowship payment to provide for an individual to conduct their own research. Go to Step 2.

Review Scholarship Fellowship Visa Eligibility Chart to determine eligibility.
If not, eligible, please contact Graduate Division or Financial Aid for further information.

Graduate Division Funding

Complete Departmental Allocation Recommendations form (see Logon to Graduate Division Intranet in Related Information).
Go to Step 5.

Departmental Funding

Complete Award Transmittal (Form 10) for graduate-based funding. (see Logon to Graduate Division Intranet in Related Information) Go to Step 5.
Complete Financial Aid Award Transmittal Form (see link in Related Information) for undergraduates.
Go to Step 5.

Payment is being processed at UCLA to an individual who is not a registered student

Stop: Contact UCLA Graduate Financial Services to determine how to proceed: (310) 825-1025.

Payment is being processed by UC Office of the President

Stop: Contact UCLA Nonresident Tax Compliance Administrator: Please open a case to contact the Nonresident Team.

If award is limited to amounts not exceeding mandatory fees and/or non-resident tuition: Go to Step 8.
If funding is towards living expenses (funding outside of, or exceeding fees and non-resident tuition in connection with enrollment at UCLA): Go to Step 5.
If funding is toward a student’s taxable travel expenses: Go to Step 5.
If funding is toward living expenses that are from a foreign source of for a recipient currently outside the United States: Complete Foreign Sourced Income Statement: Go to Step 8.

Permanent Resident, Asylum status, or Refugees: Complete IRS Form W-9 and Go to Step 8.
All Others: Go to Step 6.

A GLACIER record can be requested, once the visitor has arrived in the U.S.
Initial GLACIER© Online Entry Form will begin the GLACIER process by instructing the Central Resource Unit to set up a GLACIER record for the individual.
Enter the correct Relationship Type and Income Type that corresponds to the fellowship being issued.
- Scholarship/Fellowship Relationship Types include: UCLA Student, Post Doctoral Scholar/Visiting Scholar and All Others.
- Scholarship/Fellowship Income Types include: Scholarship/Fellowship: Award, Scholarship/Fellowship: Taxable Post doc Benefits, and Scholarship/Fellowship: Other.
Go to Step 7.

An email from support@online-tax.net with GLACIER logon information will be sent to them. This email is not spam or phish so that they should not ignore it or delete it.
Instruct individual to select the appropriate Relationship and Income Type as indicated on Initial GLACIER© Online Entry Form.
They must complete their GLACIER Tax Record in a timely manner in order to receive payment.
Once completed: print, sign, date and submit the required tax forms and supporting information indicated on their GLACIER Tax Summary Report to the Central Resource Unit (CRU) by opening a case with CRU.
All GLACIER forms and documents should be submitted directly to the Central Resource Unit by foreign individual.
Physical copies can be be submitted additionally to:
Central Resource Unit
10920 Wilshire Boulevard, Suite 620
Mail Code: 141648
Go to Step 8.

Graduate Financial Services 1228 Murphy Hall Mail Code: 144401	Financial Aid A215 Murphy Hall Mail Code: 143501
Graduate Students or Postdoctoral/Visiting Scholars	Undergraduate Students
Departmental Allocation Nomination Form Award Transmittal (Form 10)	Financial Aid Award Transmittal Form (FAAT)