Get the free Form W-8BEN-E - FATCA - bktb

Form W-8BEN-E (February 2014) Department of the Treasury Internal Revenue Service W-8BEN-E Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) () For

How to fill out form w-8ben-e - fatca

How to fill out Form W-8BEN-E - FATCA:

Begin by providing general information:

1. Start by writing your full name and country of citizenship.
2. Provide your foreign tax identification number (if applicable).
3. Indicate whether you are a disregarded entity or an individual.

Determine your chapter status:

1. Select the appropriate chapter status from the options provided.
2. If you selected Chapter 3 status, provide your country of tax residence.
3. If you selected Chapter 4 status, provide your FATCA classification and associated GIIN (Global Intermediary Identification Number).

Provide details about the entity:

1. Input the name, address, and country of the entity.
2. Specify the entity's tax identification number and date of formation.
3. State the type of entity and describe its primary business activity.

Identify the beneficial owner(s):

1. If there are multiple beneficial owners, list each one separately.
2. Input the name, address, country of tax residence, and tax identification number of each beneficial owner.
3. Indicate the percentage of ownership for each individual.

Indicate treaty benefits (if applicable):

1. Check whether you're claiming tax treaty benefits.
2. If claiming treaty benefits, specify the country and article of the applicable tax treaty.
3. Provide any additional information or explanations required for treaty benefits.

Certify the information provided:

1. Sign and date the form.
2. If applicable, include the capacity in which you are acting on behalf of the entity.
3. If an agent fills out the form, the agent must also sign and date it.

Who needs Form W-8BEN-E - FATCA?

1. Foreign entities receiving income from U.S. sources should use this form to establish their foreign status and claim any applicable tax treaty benefits.
2. Financial institutions may also request foreign entities to complete Form W-8BEN-E to comply with Foreign Account Tax Compliance Act (FATCA) regulations.
3. Entities that are subject to withholding tax or reporting requirements related to U.S. income payments may be required to complete this form to certify their eligibility for a reduced rate of withholding or exemption.

Note: It is advisable to consult with a tax professional or refer to official IRS guidelines for accurate and up-to-date instructions on how to complete Form W-8BEN-E - FATCA.

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What is form w-8ben-e - fatca?

Form W-8BEN-E is used to document foreign entities claiming exemption from or a reduced rate of withholding under the Foreign Account Tax Compliance Act (FATCA).

Who is required to file form w-8ben-e - fatca?

Foreign entities such as corporations, partnerships, and other organizations that receive income from U.S. sources are required to file Form W-8BEN-E.

How to fill out form w-8ben-e - fatca?

Form W-8BEN-E requires the foreign entity to provide identifying information, certify their status for tax purposes, and claim any applicable treaty benefits.

What is the purpose of form w-8ben-e - fatca?

The purpose of Form W-8BEN-E is to establish the foreign entity's status for tax withholding purposes and to claim any available tax treaty benefits.

What information must be reported on form w-8ben-e - fatca?

Form W-8BEN-E requires information such as the entity's name, address, country of organization, taxpayer identification number, and details on income subject to withholding.