Get the free Form W-8 BEN-E (Rev. July 2013). Certificate of Entities Status of Beneficial Owner ...

Version A, Cycle 5FormW8BENE(Rev. July 2013)Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)Department of the Treasury Internal Revenue Service

How to fill out form w-8 ben-e rev

How to fill out form w-8 ben-e rev:

1. Gather necessary information: Before starting the form, make sure you have all the required information handy. This includes your full legal name, address, taxpayer identification number (TIN), country of residence, and any relevant claim of tax treaty benefits.
2. Begin with Part I - Identification of Beneficial Owner: In this section, you will provide your name, country of incorporation or organization, and address. If applicable, provide the reference number from an applicable Model 1 IGA (Intergovernmental Agreement) or Model 2 IGA.
3. Fill out Part II - Disregarded Entity or Branch Receiving Payment: If the beneficial owner is a disregarded entity or a branch, complete this section with relevant details such as the name, address, and TIN of the entity or branch.
4. Complete Part III - Claim of Tax Treaty Benefits: If you are claiming tax treaty benefits, indicate the country of residence for tax purposes and provide any applicable limitation on benefits (LOB) provisions.
5. Proceed to Part IV - Certification: This section requires your signature, confirming that the information provided is accurate, and that you are the beneficial owner of the income.
6. Submit the form: After completing all the required sections, ensure that you have reviewed the form for accuracy. Sign and date the form before submitting it to the appropriate withholding agent or payer.

Who needs form w-8 ben-e rev:

1. Non-U.S. entities: Form W-8 BEN-E is specifically designed for use by foreign entities that are claiming treaty benefits or need to establish their foreign status for U.S. tax withholding purposes.
2. Disregarded entities or branches: If a disregarded entity or branch receives income subject to withholding, it may need to fill out Form W-8 BEN-E to provide the necessary information for tax purposes.
3. Entities claiming tax treaty benefits: Form W-8 BEN-E is commonly used by foreign entities to claim tax treaty benefits and avoid or reduce U.S. tax withholding on income derived from U.S. sources.

It is important to note that the requirements for using Form W-8 BEN-E may vary depending on the specific circumstances and applicable tax regulations. It is recommended to consult with a tax professional or refer to the official instructions provided by the Internal Revenue Service (IRS) for accurate guidance.

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