Requestor Instructions: 2026

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  1. Click ‘Get Form’ to open the Request for Search Waiver in the editor.
  2. Begin by filling in the 'Person to be Hired' field with the candidate's name, followed by their 'Start Date' and 'Position Number'.
  3. Indicate whether this is a 'New Position' by selecting 'Yes' or 'No'.
  4. Complete the 'Title' and 'Department' fields accurately to ensure proper categorization.
  5. Review the EEO/AA policy statement to understand your institution's commitment to equal opportunity.
  6. Select the appropriate reason for requesting a search waiver from the provided options, ensuring you provide justification as needed.
  7. Attach required documentation such as the candidate's CV and an organizational chart before routing for approvals.

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Line 4a is a manual numeric entry, in the middle column area, for your total distributions. Line 4b is a manual numeric entry in the column. It also has an associated dropdown menu to the left of the column. Enter your taxable distributions in the right column (4b).
The Internal Revenue Service requires W-8BEN because foreign individuals are normally subject to a 30% tax withholding, but they may qualify for a reduced rate of taxation. W-8BEN helps to establish this eligibility, although other factors also play a role, such as type of income.
Failure to provide a Form W-8BEN when requested may lead to withholding at the foreign-person withholding rate of 30% or the backup withholding rate under section 3406.
Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.
How to fill out a W9 form. Line 1. The payees name. Line 2. Business name (if different from line 1). Line 3. The payees federal tax classification. Line 4. Exception codes. Lines 56. The payees mailing address. Part I. The payees taxpayer identification number (TIN). Part II.

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Please note, W-8BEN forms are only valid for three years after date of signature. If any information needs to be updated during the three-year time period, a new W-8BEN form must be submitted within 30 days.
Lets break down how: The W-8BEN establishes that you are a non-US taxpayer who has received US-sourced income. It allows you to claim exemption from the mandatory withholding, which can be up to 30% of interest earned.

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