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Get the free Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN) - fresno ucsf

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This form is required for foreign individuals receiving payments from the University of California to determine the appropriate federal tax withholding based on their status as a resident or nonresident
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How to fill out certificate of foreign status

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

01
Obtain a blank Form W-8BEN from the IRS website or your withholding agent.
02
Fill in Part I with your name, country of citizenship, and permanent address.
03
Complete Part II to claim a reduced rate of withholding, if applicable, by providing any necessary treaty information.
04
Sign and date the form in Part III to certify that the information provided is accurate.
05
Submit the completed Form W-8BEN to the withholding agent or payor, not the IRS.

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

01
Non-U.S. persons (individuals or entities) receiving income from U.S. sources.
02
Foreign individuals requesting reduced withholding tax rates based on tax treaties.
03
Foreign entities wishing to certify their status for the purpose of U.S. tax withholding.
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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.
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.
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 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.
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.
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.
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.)
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.

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The Certificate of Foreign Status for Federal Tax Withholding (UC W-8BEN) is a form used by non-U.S. citizens or entities to certify their foreign status and claim beneficial ownership for tax withholding purposes on income received from U.S. sources.
Non-U.S. persons, including individuals or entities, who receive certain types of income from U.S. sources must file the UC W-8BEN form to avoid or reduce withholding tax on that income.
To fill out the UC W-8BEN, individuals must provide their name, country of citizenship, address, taxpayer identification number (if applicable), and the nature of the income type they are receiving. They must also sign and date the form.
The purpose of the UC W-8BEN is to document a foreign person's status to the U.S. Internal Revenue Service (IRS) and ensure the correct amount of tax withholding is applied on income sourced from the U.S.
The information that must be reported includes the individual's name, country of citizenship, permanent address, mailing address (if different), taxpayer identification number, and the type of income for which the form is being submitted.
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