Human Resources Mission, Vision, and Strategic Goals For You

Consultant & Personal Payments

Cash Advance Reconciliation Form: Reconciling document for cash advance of per diem and or approved expenses.

Please review Taxability of Payments for IRS guidelines and considerations for taxability.

Checklist for Determining Worker Classification (Applies to both Resident and Non-Resident Workers): Complete this checklist when there is a question whether the services performed should be classified as independent contractor services. Retain the checklist for your records and document the Form DIV accordingly.

Personal Payments Required Documentation Grid: Outlines the required paperwork for each type of personal payment based on person-type.

Initiating a Consulting Agreement & Paying Consultants

  • Initiating a Consulting Agreement
  • Statement of Work Template
  • Substitute W-9
    • Use when making participant payments, paying non-Purdue student or non-staff awards, reimbursement of fees/expenses to speakers, honoraria, artists/entertainers, or consultants. Attach to Invoice Voucher, Business Office Form DIV. A Substitute W-9 is required for payments to an individual by a direct invoice voucher. It is not used for an individual who should be paid through payroll. The form serves as documentation that an individual is entitled to receive a payment.
  • Payee Certification
    • Will be required on all ZV60 payment

Nonresident Independent Contractors/Consultant

Individual must complete their file in the Glacier software. Copy all required documents per the Tax Summary printed from the Glacier software.

Visa Payment Reference Sheets and Additional Non-Resident Information

Non-Resident Short-Term Visitors 

Treaty Listing of Tax Treaties (As of January 2005):  This grid shows each country that has a treaty with the United States. It is divided by Teacher/Researcher, Student, Scholarship/Fellowship, and Independent Contractor.

Duplicate or Corrected 1099MISC & 1042S

Requests for duplicate year-end tax statements for independent contractors should be directed to the Tax Department in Kurz Purdue Technology Center (KPTC).

Please complete a Duplicate Tax Request Form and submit to the Tax Department for processing.

For more information, email tax@purdue.edu or call the Tax Department at 765-496-2344.