The Internal Revenue Service (IRS) requires the university to report certain information concerning the status as a student on an IRS tax statement form 1098-T. In order to properly prepare and submit the tax statement, correct U.S. tax identification number—either a U.S. Social Security Number (SSN) or U.S. Tax Identification Number (ITIN) is required. It is Student Accounts responsibility to contact those students for which this information is absent several weeks before the form 1098-T is produced.
Pursuant to privacy laws and regulations, the U.S. tax identification number is only used for reporting purposes as required and will not be used as an identifier in the University of Pennsylvania student records system(SRS).
Frequently Asked Questions
All students who enroll in credit based courses during the tax year and who have a missing or invalid Social Security Number (SSN) on student records system (SRS) will receive a W-9S in the mail.
Submit the W-9S Form one of three ways:
SFS website https://www.sfs.upenn.edu/forms/OnlineDocSubmitForm.php (preferred method)
Drop off to Student Financial Services at Room 100 Franklin Building, 3451 Walnut Street
University of Pennsylvania
Student Financial Services, 221 Franklin Building
3451 Walnut Street
Philadelphia, PA 19104-6270