Get the free Draft Form W-8BEN - Internal Revenue Service

W-8BEN Instructions for Completing Form W-8BEN www.irs.gov W-8BEN Purpose of Form: Form W-8BEN is used by a foreign person to establish foreign taxpayer

How to fill out draft form w-8ben

How to fill out draft form w-8ben:

1. Start by entering your basic information: Provide your name, country of residence, and mailing address. If you have a foreign tax identification number, include it as well.
2. Indicate your foreign tax status: Select the appropriate category that describes your tax status. This can include being a resident of a foreign country with which the United States has an income tax treaty, or being a foreign person with no U.S. activities generating effectively connected income.
3. Provide your beneficial owner information: If you are completing the form on behalf of someone else, provide their details, including their name, address, and country of residence. If you are the beneficial owner, you can skip this step.
4. Specify your treaty information (if applicable): If you are claiming treaty benefits, enter the country where the treaty is in effect and indicate the article and paragraph number that supports your claim.
5. Complete the certification section: Sign and date the form to certify that the information provided is true and accurate to the best of your knowledge.
6. Submit the form: Once you have filled out all the required sections, send the completed form to the appropriate party, such as the withholding agent or financial institution.

Who needs draft form w-8ben:

1. Non-U.S. individuals receiving income from U.S. sources: If you are a non-U.S. individual who receives income from U.S. sources, such as rental income or dividends from U.S. companies, you may need to fill out form W-8BEN. This form helps establish your foreign status and claim any applicable tax treaty benefits.
2. Foreign entities earning income in the U.S.: In addition to individuals, certain foreign entities, such as corporations or partnerships, that receive income from U.S. sources may also need to submit form W-8BEN. This allows them to certify their foreign status and claim any applicable treaty benefits.
3. Individuals or entities subject to U.S. withholding tax: The purpose of form W-8BEN is to notify the payer (withholding agent) that the recipient is a foreign person or entity and therefore may be subject to different tax withholding rules compared to U.S. taxpayers. By providing this form, you can ensure that the appropriate amount of tax is withheld from your U.S. income.

For pdfFiller’s FAQs

How do I modify my draft form w-8ben in Gmail?

The pdfFiller Gmail add-on lets you create, modify, fill out, and sign draft form w-8ben and other documents directly in your email. Click here to get pdfFiller for Gmail. Eliminate tedious procedures and handle papers and eSignatures easily.

Can I create an eSignature for the draft form w-8ben in Gmail?

It's easy to make your eSignature with pdfFiller, and then you can sign your draft form w-8ben right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.

How can I edit draft form w-8ben on a smartphone?

The pdfFiller apps for iOS and Android smartphones are available in the Apple Store and Google Play Store. You may also get the program at https://edit-pdf-ios-android.pdffiller.com/. Open the web app, sign in, and start editing draft form w-8ben.