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This form is used by foreign individuals to certify their foreign status and claim any applicable tax treaty benefits for U.S. tax withholding purposes.
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How to fill out substitute form w-8ben
How to fill out Substitute Form W-8BEN
01
Obtain a copy of the Substitute Form W-8BEN from the IRS website or through the entity requesting it.
02
Fill in your name in the first field provided.
03
Indicate your country of citizenship in the specified area.
04
Provide your permanent address, ensuring it corresponds with your country of citizenship.
05
If applicable, provide a mailing address if it differs from your permanent address.
06
Complete the Tax Identification Number section by entering your foreign tax ID or Social Security Number (if applicable).
07
Declare your beneficial ownership status by checking the appropriate box.
08
Sign and date the form to certify that the information provided is accurate.
09
Submit the completed form to the requester, such as a bank or financial institution.
Who needs Substitute Form W-8BEN?
01
Non-U.S. individuals or entities who are claiming a reduced rate of withholding tax or exemption from U.S. tax on certain types of income.
02
Foreign individuals receiving income from U.S. sources such as dividends, interest, or royalties.
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Why did I receive a W8BEN form from my bank?
The W8BEN is used to collect the personal information of a foreign person who will be receiving money that could be subject to tax withholding (such as interest income).
What is a W8BEN for non-U.S. residents?
The W-8BEN is a tax document for non-US taxpayers who earn US-sourced income, such as interest on a savings account.
What is the tax form for non-US residents?
You must file Form 1040-NR, U.S. Nonresident Alien Income Tax Return only if you have income that is subject to tax, such as wages, tips, scholarship and fellowship grants, dividends, etc. Refer to Foreign Students and Scholars for more information.
What is a substitute form for W8BEN?
Purpose of Substitute Form W-8BEN. This form is used by a non-United States (non-U.S.) person who is a “beneficial owner” (as defined below) of ADSs in order to avoid United States federal income tax backup withholding on payments made in connection with the Offer. 2.
Who needs to fill the W-8BEN form?
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.
Why did I receive a w8ben form?
Foreign individuals (Form W-8 BEN) 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.
What is W-8BEN for non-US individuals?
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.)
Who needs to fill out a W8BEN form?
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.
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What is Substitute Form W-8BEN?
Substitute Form W-8BEN is an alternative version of Form W-8BEN that foreign individuals and entities can use to certify their foreign status for tax purposes and claim benefits under an applicable tax treaty.
Who is required to file Substitute Form W-8BEN?
Foreign individuals or entities who receive certain types of income from U.S. sources, such as interest, dividends, or royalties, are required to file Substitute Form W-8BEN to claim a reduced rate of withholding tax or exemption from withholding under a tax treaty.
How to fill out Substitute Form W-8BEN?
To fill out Substitute Form W-8BEN, individuals or entities must provide their name, country of citizenship, address, and taxpayer identification number, along with a certification of their foreign status and any applicable tax treaty benefits.
What is the purpose of Substitute Form W-8BEN?
The purpose of Substitute Form W-8BEN is to establish the individual or entity's foreign status, potentially reducing the U.S. tax withholding on certain income and ensuring compliance with U.S. tax laws.
What information must be reported on Substitute Form W-8BEN?
Substitute Form W-8BEN must include information such as the individual's or entity's name, country of citizenship, address, taxpayer identification number, and the specific type of income for which they are claiming treaty benefits.
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