Get the free Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN) - vocserve ber...

This form is required for foreign individuals receiving payments from the University of California to determine their appropriate Federal tax withholding status.

How to fill out certificate of foreign status

How to fill out Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN)

1. Obtain the Certificate of Foreign Status form (W-8BEN) from the IRS website or your financial institution.
2. Provide your name in the first section as it appears on your foreign tax documents.
3. Fill in your country of citizenship in the designated field.
4. Complete your permanent address outside the United States in the appropriate space.
5. If applicable, provide a mailing address in the U.S. where you receive correspondence.
6. Enter your U.S. taxpayer identification number (TIN), if you have one, or state that you do not have one.
7. Sign and date the form to certify that the information provided is accurate and complete.
8. Submit the completed form to the withholding agent or financial institution, not to the IRS.

Who needs Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN)?

1. Individuals or entities that are non-U.S. persons receiving income from U.S. sources.
2. Foreign investors earning interest, dividends, or royalties from U.S. investments.
3. Foreign individuals who want to claim exemption from U.S. tax withholding as defined by a tax treaty.

People Also Ask about

Do I need to fill in W8BEN?

Non-US individuals who receive certain types of income from US sources — such as interest, dividends, rents, royalties, and certain other types of income — need to fill out the W-8 BEN. The form is used to claim any applicable tax treaty benefits and to verify that the individual is not a US resident for tax purposes.

Can I fill w-8BEN online?

Filling out the W-8BEN is easier than you may think. You can even do it online following these steps: Have your foreign tax identifying number (foreign TIN) ready. Your foreign TIN might be shown on your identifying documents, depending on the country in which you reside.

What is a certificate of foreign status for U.S. tax?

Use Form W-8 or a substitute form containing a substantially similar statement to tell the payer, mortgage interest recipient, middleman, broker, or barter exchange that you are a nonresident alien individual, foreign entity, or exempt foreign person not subject to certain U.S. information return reporting or backup

How do I fill out the W-8BEN form in the USA?

How Do I Fill Out Form W-8BEN? Part I – Identification of Beneficial Owner: Line 1: Enter your name as the beneficial owner. Line 2: Enter your country of citizenship. Line 3: Enter your permanent residence/mailing address. Line 4: Enter your mailing address, if different.

What is a W-8BEN certificate?

A completed and signed W-8BEN is required for all tax reportable transactions made to a Nonresident Alien (NRA) of the United States. This includes all payment mechanisms used at the UW. The W-8BEN is the equivalent of the W-9 for used for U.S. Persons.

What is a w8ben certificate of foreign status?

Form W8-BEN, Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding, is used by a foreign person to establish both foreign status and beneficial ownership, and to claim income tax treaty benefits with respect to income other than compensation for personal services.

What is a W-8BEN form in the USA?

The W-8BEN is an Internal Revenue Service (IRS) mandated form to collect correct Nonresident Alien (NRA) taxpayer information for individuals for reporting purposes and to document their status for tax reporting purposes. (The form for entities is the W-8BEN-E.)

Why do I need to complete a W-8BEN form?

The form entitles you to a reduced tax rate in the US on your investments. If you haven't completed this form when you buy US shares for the first time, you'll be asked to do so. For most accounts, you can complete a W-8BEN form online.

For pdfFiller’s FAQs

What is Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN)?

The Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN) is a form used by non-U.S. persons to certify their foreign status and claim any applicable tax treaty benefits to avoid or reduce withholding taxes on certain types of income received from U.S. sources.

Who is required to file Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN)?

Non-U.S. individuals and entities receiving income from U.S. sources are required to file the UC W-8BEN form to establish their foreign status and potentially reduce withholding tax on those payments.

How to fill out Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN)?

To fill out the UC W-8BEN form, the individual must provide information such as their name, country of citizenship, address, and taxpayer identification number if applicable. They must also sign and date the form to certify that the information provided is accurate.

What is the purpose of Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN)?

The purpose of the UC W-8BEN form is to ensure that non-U.S. persons are in compliance with U.S. tax regulations and to facilitate the correct withholding tax rate for income received, based on their foreign status and any applicable tax treaties.

What information must be reported on Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN)?

The information required on the UC W-8BEN includes the individual's name, country of citizenship, permanent address, mailing address (if different), and a foreign taxpayer identification number or U.S. Social Security Number if applicable.