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This form is used by foreign individuals and entities to certify their foreign status and claim a reduced rate of withholding tax under an income tax treaty with the United States.
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How to fill out w-8ben

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How to fill out W-8BEN

01
Obtain the W-8BEN form from the IRS website or your financial institution.
02
Provide your name in Part I, Line 1.
03
Fill in your country of citizenship in Part I, Line 2.
04
Enter your permanent address in Part I, Line 3.
05
If you have a mailing address that is different from your permanent address, provide it in Line 4.
06
If applicable, enter your U.S. taxpayer identification number (TIN) in Part I, Line 5.
07
Complete Line 6 with your foreign tax identification number if you have one.
08
Certify your foreign status by signing and dating the form in Part II.
09
If applicable, complete Part III for special circumstances.
10
Submit the completed form to the withholding agent or financial institution.

Who needs W-8BEN?

01
Non-U.S. persons or entities receiving income from U.S. sources.
02
Foreign individuals who are not subject to U.S. tax on certain types of income.
03
Those claiming a reduced rate of, or exemption from, withholding tax based on a tax treaty.
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People Also Ask about

The W8BEN is used to collect the personal information of a foreign person who will be receiving money that could be subject to tax withholding (such as interest income).
The W-8BEN form lets you benefit from the US Internal Revenue Service (IRS) treaty rate with the UK. This lowers the withholding tax for qualifying dividends and interest from US shares from 30% to 15%.
You must give Form W-8BEN to the withholding agent or payer if you are a nonresident alien who is the beneficial owner of an amount subject to withholding, or if you are an account holder of an FFI documenting yourself as a nonresident alien.
W-8BEN is an IRS form used by individual nonresident aliens (NRA) to report information to withholding agents, payers, or FFIs if they are the beneficial owner of an amount from U.S. sources subject to income tax withholding or the NRA account holder at a foreign financial institution (FFI).
Failure to provide a Form W-8BEN when requested may lead to withholding at the foreign-person withholding rate of 30% or the backup withholding rate under section 3406.
The W-8BEN is a tax document for non-US taxpayers who earn US-sourced income, such as interest on a savings account. It determines how much of your earned income, if any, should be withheld by the IRS.
The W-8BEN is a tax document for non-US taxpayers who earn US-sourced income, such as interest on a savings account.
Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.

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W-8BEN is a form used by non-U.S. persons to certify their foreign status and claim beneficial ownership of income from U.S. sources.
Non-U.S. individuals and entities that receive income from U.S. sources, such as dividends, interest, or royalties, are required to file W-8BEN.
To fill out W-8BEN, you need to provide your name, country of citizenship, permanent address, mailing address if different, and tax identification number. You also need to sign and date the form.
The purpose of W-8BEN is to establish that a foreign individual or entity is not subject to U.S. taxation on certain types of income and to claim any applicable benefits under a tax treaty.
The W-8BEN requires reporting of the individual's name, country of citizenship, address, tax identification number, and a certification of foreign status.
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