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The document contains a draft version of Form W-8IMY as of August 14, 2012, intended to comply with FATCA information reporting requirements and reflects updates to entity categories and provisions
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How to fill out form w-8imy

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How to fill out Form W-8IMY

01
Obtain Form W-8IMY from the IRS website or the entity requiring it.
02
Provide the name of the intermediary or flow-through entity in Part I.
03
Enter the country of incorporation or organization in Part I.
04
Complete the applicable sections that pertain to the type of income received in Part II.
05
Include the details regarding beneficial owners in Part III, if applicable.
06
Sign and date the form at the bottom of Part IV to certify the information is accurate.
07
Submit the completed form to the withholding agent or payer, not the IRS.

Who needs Form W-8IMY?

01
Any foreign entity acting as an intermediary or flow-through entity receiving income subject to U.S. withholding tax.
02
Entities that are required to claim tax treaty benefits on behalf of their clients or owners.
03
Partnerships, trusts, or other entities that generate U.S. source income.
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Most W-8 forms have a life of 3 years from the end of the year the form is signed. For example, information provided on November 2, 2024 will be valid through December 31, 2027. You must provide updated tax information whenever a change in your circumstances makes an existing form inaccurate.
W-8BEN-E An entity that is not a resident within the US for tax purposes and is the beneficial owner of income. W-8IMY An entity acting as an Intermediary or a flow-through entity with respect to the payment and/or certain trusts.
Forms W-9 previously provided or collected do not expire nor need to be refreshed due to the publication of the new revision.
The W-8BEN establishes that you are a non-US taxpayer who has received US-sourced income. It allows you to claim exemption from the mandatory withholding, which can be up to 30% of interest earned.
ing to ComplyExchange, unlike other W-8 forms, the W-8IMY does not claim tax exemptions or reductions. Instead, it establishes an entity's intermediary status, ensuring that income passed to beneficial owners is taxed correctly.
W-8BEN-E An entity that is not a resident within the US for tax purposes and is the beneficial owner of income. W-8IMY An entity acting as an Intermediary or a flow-through entity with respect to the payment and/or certain trusts.
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.
Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example: Income paid to you. Real estate transactions.
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.

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Form W-8IMY is a certificate used by intermediaries, partnerships, and certain foreign entities to certify their foreign status and claim appropriate tax treaty benefits on behalf of their clients or partners.
Entities that qualify as intermediaries, such as foreign partners, or those who are acting on behalf of other foreign entities, are required to file Form W-8IMY to inform withholding agents of their status.
To fill out Form W-8IMY, the filer must provide accurate information about their entity status, certify their foreign status, and include relevant details about the recipients on whose behalf they are acting.
The purpose of Form W-8IMY is to ensure that the correct amount of tax is withheld on payments made to foreign entities while allowing those entities to claim any applicable tax treaty benefits.
Form W-8IMY must report the name of the intermediary, country of incorporation or organization, entity classification, and information regarding the beneficial owners and the tax treaty benefits claimed.
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