This list of forms and best practices will help guide tax-exempt purchasing on behalf of the University.

Authorize Harvard to change your Massachusetts withholding exemptions and additional income tax withholdings.

Understand how to complete Form W-8IMY.

Certify a Foreign Intermediary, Foreign Flow-Through Entity, or Certain US Branches for United State Tax Withholding.

Understand how to complete Form W-8EXP.

Certify a Foreign Government or Other Foreign Organization for United States Tax Withholding.

Understand how to complete Form W-8ECI.

Certify that a Foreign Person's Claim that Income is Effectively Connected with the Conduct of a Trade or Business in the United States....

Understand how to complete Form W-8BEN.

Report tax withholding for foreign individuals.

Understand how to complete Form 8233.

Report certain types of exemption from tax withholding.

Authorize Harvard to change your federal withholding exemptions and additional income tax withholdings.

Blank W-9 or Harvard's W-9

Blank W-9: For new vendors
...

This form is to be used by a contractor or subcontractor who is authorized by, and making purchases on behalf of, Harvard University.