Form preview

Get the free W-8IMY

Get Form
This form is used for certifying a foreign intermediary or certain types of foreign entities for purposes of tax withholding on income received by such entities from U.S. sources.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign w-8imy

Edit
Edit your w-8imy form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your w-8imy form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing w-8imy online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit w-8imy. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
It's easier to work with documents with pdfFiller than you can have believed. You can sign up for an account to see for yourself.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out w-8imy

Illustration

How to fill out W-8IMY

01
Download the W-8IMY form from the IRS website.
02
Enter your name in the 'Name of intermediary' field.
03
Fill in the country of incorporation or organization.
04
Provide the chapter 3 status by checking the relevant box.
05
Enter your foreign tax identifying number (if applicable).
06
Complete the 'Certification' section by signing and dating the form.
07
Submit the completed form to the withholding agent or financial institution.

Who needs W-8IMY?

01
Entities that are intermediaries or flow-through entities receiving payments from U.S. sources.
02
Non-U.S. persons that provide services in the U.S. through an intermediary or flow-through entity.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
46 Votes

People Also Ask about

Form W-8 BEN-E is used by foreign entities to document their status for purposes of chapter 3 and chapter 4, as well as other code provisions.
You must give Form W-8 ECI to the withholding agent or payer if you are a foreign person and you are the beneficial owner of U.S. source income that is (or is deemed to be) effectively connected with the conduct of a trade or business within the United States.
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.
For example, if you're a non–resident who earns interest from U.S.-issued securities, you will need to file a W-8BEN. If you're a foreign business owner with income from entities based in the U.S., you'll complete Form W-8BEN-E.
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.
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.
Form W-8IMY is the "Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting." The purpose of the form is to certify that a person or business received withholdable payments on behalf of a foreigner or as a flow-through entity.
Generally, a Form W-8IMY remains valid until the status of the person whose name is on the certificate is changed in a way relevant to the certificate or there is a change in circumstances that makes the information on the certificate no longer correct.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

W-8IMY is a form used by foreign entities to certify their status for U.S. tax purposes. It is primarily used by intermediaries, flow-through entities, or certain types of partnerships to claim treaty benefits or exemption from withholding tax.
Foreign entities acting as intermediaries, such as partnerships, corporations, or other entities that are not U.S. persons are required to file W-8IMY when they receive U.S. source income.
To fill out W-8IMY, the entity must provide its name, address, country of incorporation, and specify its classification (e.g., partnership, trust). They must also provide details about its chapter 3 and chapter 4 status, and if applicable, indicate any claimed treaty benefits.
The purpose of W-8IMY is to help ensure proper tax withholding rates on U.S. source income paid to foreign entities. It certifies the entity's status and claims any applicable tax treaty benefits.
The W-8IMY must report the entity’s name, address, country of incorporation, applicable tax identification numbers, type of entity, and details regarding any beneficial owners if applicable.
Fill out your w-8imy online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.