Ph.D. Orientation 2017

Welcome to the IEOR Department!

It was a pleasure meeting you in March and we look forward to seeing you at this year’s orientation in August. We hope your time here will be stimulating and look forward to having you all on board.

If you have not done so please read our Doctoral Student Handbook. This handbook will provide useful information for your entire residence. Please use this book as a reference going forward.

Below you will find details about orientation, onboarding paperwork, and other helpful sites and links. Please review them carefully and follow-up as needed:

PhD Orientation Events

Friday, August 25, 2017 - Mandatory 
12pm-2pm: PhD Orientation Luncheon and Program (Mudd 317)

Friday, August 25, 2017
3pm-5pm: Networking Happy Hour - Boat Basin

Friday, August 25, 2017
7pm-10pm: PhD Yankees Game - Yankee Stadium

Monday, August 28, 2017 - Mandatory
1pm: ALP Screening Test (Lewisohn Hall Room 106B) 

Monday, August 28, 2017
7pm-10pm: IEOR Orientation Kick-Off - Lucky Strike

Thursday, August 31, 2017 CTL TA OrientationMandatory
9am-2pm: TA Training Session - Davis Auditorium, CEPSR

Please consult the schedule for complete details which will be available later in the summer (Attendance to ALL marked events is MANDATORY.)

-Directions to 317 S.W. Mudd Building (Program Orientation)


The following is a list of ALL necessary documents you need to submit no later than August 14th to Lizbeth Morales either by email or in person. Delaying submission of your materials will result in a delay of your stipend payment for the semester.

  1. Social Security Card (see below for details on how to obtain; this can only be done in person) - IMPORTANT
  2. Visa (scanned electronic copy)
  3. Passport (scanned electronic copy)
  4. I-94 (scanned electronic copy)
  5. I-20 (scanned electronic copy)
  6. I-9: Employment Eligibility (I-9 form) (THIS CAN ONLY BE DONE IN PERSON)
    a. Please complete the first part online by visiting:
    b. Then go to 210 Kent Hall with your IDs to complete the remainder of the forms.
  7. PhD Information Sheet
  8. Ethnicity Form
  9. Inventions Agreement Form
  10. Direct Deposit Setup
    a. Students will be able to sign up for direct deposit once they are set up in the HR system via

SSN Required:

  1. Social Security Card (see below for details on how to obtain; this can only be done in person)
  2. W4 Form
    International Students and Scholars need to follow the W-4 instructions on the ISSO website when filling out the W-4 form. The specific ISSO W-4 website can be found here:
  3. IT2104 for Residents Form -  This form must be filled out using your NYC address.
  4. For international students who are from a country that has a tax treaty with the US - you must see Carlos Lira-Coppo at the address below to complete the Form 8233 . The following countries apply: (BelgiumChinaFranceGermanyKoreaIcelandItalyMoroccoSpainThailand)

    Carlos Lira-Coppo
    615 West 131st Street
    Studebaker Floor 4
    New York, NY 10027

Below are some useful links if you have questions regarding the tax forms above:

Social Security Card

If you are an international student and have not yet worked in the U.S., you will need to get a Social Security Number and Card in order to work. Getting your SSN card is a 4 step process:

1.) Pickup an SSN verification form from IEOR, fill out necessary information, and have it signed by one of the staff members in the office.

2.) Take the SSN verification form to ISSO (International Students and Scholar Office), along with your passport, I-94, and I-20, to be signed.

3.) Take your signed SSN verification form to the nearest Social Security Office, which you can find on the ISSO’s website. They will give you further instructions at ISSO for completion of this step. You will be given a receipt for your SSN card – DO NOT LOSE THIS!

4.) Pick up your new SSN card when it is ready and bring it to IEOR to have a copy made. Full instructions for obtaining and SSN are available on the ISSO website linked above.

Additionally, the US Government's website on Social Security Numbers may help:

While we need these completed forms by Monday, August 14th, 2017, we do realize some cannot be completed until you arrive. If this is the case for you, please let us know.

Budgeting Information 

Doctoral students are provided with financial support, including tuition, medical insurance/fees, and a stipend. Since it may take up to three to four weeks to get you on boarded, we strongly recommend that you prepare a small budget to help you with the transition to Columbia. You will obtain your full financial support, but it may not be disbursed by the time these expenses are incurred. Below are some examples of the types of expenses to expect:

-Refundable housing deposit (payment required once you accept housing offer, ranging from 1.5 up to 2 times the amount of the rent)
-First month's rent
-Furniture and living necessities
-Food/Recreational activities
-University fees
     -International Services Fee (if applicable): $60
     -75% of Facilities Fee: $363
     -Transcript Fee: $105

If you have any questions or concerns, please reach out to Ms. Lizbeth Morales,

Lizbeth Morales
Academic and Student Affairs Assistant

500 W. 120th St., Mudd 315, New York, NY 10027    212-854-2942                 
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