TAMU > Finance > Payroll Services > Resources > Tax Processing
Tax Processing Tools, Forms and Resources
Tools
Glacier
Forms-Tax
- 1042 S
- 1098 T
- Annual Auto Report
- Annual Entertainment Log
- Annual Social Club Log
- IRS Form 673
- Odometer Log
- Request for Duplicate 1098-E Form
- Request for Duplicate W-2 Form
- Request for Temporary ID Number
- Tax Residency Certification - 3rd Country Nationals
- W-9 Form (Attachment)
- W-9S Form
Forms – Retirement
- Tax-Deferred Account Maximum Contribution Limit Worksheet To be completed by employees to calculate their maximum contribution amount to the Tax-Deferred Account plan. (HR 10 3/08)
- Prior ORP Participation Acknowledgment Form To be completed by new employees with previous eligibility or participation in the Optional Retirement Plan. (HR 11 3/08)
- ORP Information Acknowledgment Form To be completed by new ORP-eligible employees indicating receipt of information regarding the ORP. (HR 12 8/05)
- ORP/TDA Representative Acknowledgment Form To be completed by prospective authorized representatives wishing to market ORP and/or TDA Investment funds and submitted to vendors for approval. (HR 13 10/03)
- ORP Salary Reduction Acknowledgment/Change of Vendor To be completed by employees for initial election to participate in the ORP or to change ORP vendors. (HR 14 3/07)
- ORP Notification of Change in Employment Status To be completed by employees participating in ORP who transfer to another institution of higher education in Texas, terminate, retire or request a distribution upon reaching age 70 ½ (or completed by the Human Resources or Payroll office in the event of the employee's death). (HR 15 10/01)
- ORP/TDA Transfer Verification Form To be completed by employees with ORP and/or TDA accounts requesting full or partial transfers of account balance(s) to another authorized ORP and/or TDA vendor(s). (HR 16 7/06)
- TDA Salary Reduction Agreement/Change of Vendor Form To be completed by employees for initial election to participate in a TDA, to change the contribution amount, or to change a TDA vendor. (HR 17 8/07)
- TDA Notification of Change in Employment Status To be completed by employees terminating, retiring or continuing employment and desiring a TDA distribution. (HR 18 1/09)
- Application for Participation in Early Retirement with Modified Service (ER/MS) To be completed
Resources
Rules, Regulations, and Standard Administrative Procedures
- Employee Gifts, Awards, and Special Payments
- Expenditure Transfers Between University Accounts
Standard Administrative Procedure 25.99.99.M0.01
Taxable Fringe Benefits Guide, click here