WHOI Check-in Forms for Incoming Students

Forms for U.S. Citizens and Foreign Nationals

Electronic Funds Transfer (EFT) Form (Direct Deposit) (pdf)

This form is used to setup payroll and reimbursement (i.e. travel) through direct deposit.

Fellowship Payment Tax Memo (pdf)

Please read and sign this memo. Keep one copy for your records. This memo explains your tax obligations.

Patent Agreement (pdf)

Please read and sign.

Form I-9 Employment Eligibility Verification (pdf)
The Department of Homeland Security requires that this form be completed to verify your identity. Read the instructions and only complete Section 1, page 7 and sign. Provide the address where you currently live (no PO Box).

Foreign nationals should use their entry date.
Please bring appropriate documentation (no copies) to your check-in appointment with Lea Fraser. All documents must be unexpired. A list of acceptable documents is listed on page 9. You can either bring one item from List A or one item from List B and one item from List C.

Forms for U.S. Citizens Only

Form W-4 (Federal Tax Withholding) (pdf)

This form is for federal income tax. Read the instructions and complete the form. NOTE: Complete line 5 or 7 NOT both.

Form M-4 (MA Tax Witholding) (pdf)

This is the Massachusetts Employees Withholding Exemption Certificate. Complete and sign.

Forms for Foreign Nationals Only

Foreign National Information Form (FNIF) (pdf)

This form must be completed before you can receive any form of payment. All applicable questions below must be answered. A copy of both sides of your I-94 Form "Arrival and Departure Record", (a small white card inside your passport), copy of your U.S. VISA from your passport, and 1-20 or IAP66 must be attached to this form. This form must be returned before any check can be issued by the WHOI Payroll Office and must also be completed by anyone receiving tuition remission/scholarship.  If you do not yet have a Social Security number please attach receipt of the application for the social security number. Contact Dena Richard at drichard@whoi.edu or 508-289-2377 in WHOI Payroll for questions.

Additional Information

Directions to the Social Security Administration in Falmouth (pdf)

Opening a US Bank Account

We suggest using a local bank such as the Bank of America in Falmouth.

84 Main Street
Falmouth, MA 02540
Contact: Barbara Wiggins
Personal Banker
508-495-9400
Barbara.wiggins@bankofamerica.com

WHOI's International Committee Memo (pdf)