Form preview

Get the free W-8IMY

Get Form
This form certifies the status of a foreign intermediary or flow-through entity for U.S. tax withholding and reporting purposes. It includes details regarding the entity's structure, residency, and
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.

How to edit w-8imy online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
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, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
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.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

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
Obtain a W-8IMY form from the IRS website or your financial institution.
02
Fill out Part I by providing the name of the intermediary, country of incorporation, and the type of entity.
03
Complete Part II by indicating the type of withholding you are exempt from.
04
Fill out Part III, which is for certification, and include the capacity in which you are signing.
05
Ensure any applicable Part IV sections are completed based on your status as a foreign partnership, corporation, or trust.
06
Review the completed form for accuracy.
07
Sign and date the form.
08
Submit the W-8IMY form to the withholding agent or financial institution.

Who needs W-8IMY?

01
Foreign intermediaries that receive payments from U.S. sources and wish to claim a reduced withholding tax rate or exemption.
02
Entities acting on behalf of other foreign entities in receiving U.S. sourced income.
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
4.0
Satisfied
51 Votes

People Also Ask about

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.
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 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.
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-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.
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.

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 tax form used by foreign intermediaries, foreign flow-through entities, and certain U.S. branches to certify their foreign status and to report income that is not effectively connected with a U.S. trade or business.
Foreign intermediaries, such as foreign banks or similar financial institutions, foreign flow-through entities, and certain U.S. branches that receive U.S.-source income are required to file W-8IMY.
To fill out W-8IMY, provide the name of the entity, country of incorporation, type of entity, and the address. Additionally, foreign entities must include a chapter 4 status, certification of their withholding agent, and any additional information required based on their specific situation.
The purpose of W-8IMY is to enable foreign intermediaries to certify their status for tax purposes and to claim tax treaty benefits on behalf of their clients, ensuring proper withholding rates on U.S.-source income.
The W-8IMY form must report information such as the name and address of the foreign intermediary, the type of entity, the chapter 4 status, the country of incorporation, and any specific information required by the withholding agent.
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.