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Get the free Certificate of Foreign Status for Federal Tax Withholding (LBNL W-8BEN) - lbl

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This document is required for nonresident aliens performing services for LBNL in the U.S. and outlines the necessary information for tax withholding purposes, including identification, immigration
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How to fill out Certificate of Foreign Status for Federal Tax Withholding (LBNL W-8BEN)

01
Obtain the LBNL W-8BEN form from the IRS website or your institution.
02
Enter your name in Part I, Line 1 of the form.
03
Provide your country of citizenship in Line 2.
04
Fill out your permanent address in Line 3 (make sure it is not a P.O. Box).
05
If you have a mailing address different from your permanent address, fill that out in Line 4.
06
Enter your U.S. taxpayer identification number (if applicable) in Line 5 or your foreign tax identifying number in Line 6.
07
Declare your country of residence for tax purposes in Line 7.
08
Sign and date the form in Part IV, certifying the information is correct.

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

01
Non-U.S. individuals receiving payments from U.S. sources.
02
Foreign entities or businesses that are engaged in trade or business in the U.S.
03
Individuals and entities who are not U.S. citizens or residents seeking to claim benefits of tax treaties.
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Give Form W-8 BEN to the withholding agent or payer if you are a foreign person and you are the beneficial owner of an amount subject to withholding. Submit Form W-8 BEN when requested by the withholding agent or payer whether or not you are claiming a reduced rate of, or exemption from, withholding.
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.
Failure to provide a Form W-8BEN when requested may lead to withholding at the foreign-person withholding rate of 30% or the backup withholding rate under section 3406.
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
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
Foreign individuals with income effectively connected with a US trade or business need to file this form. “Effectively connected income” can include certain rents and royalties, or income from a partnership that conducts a US trade or business.
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.
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.

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The Certificate of Foreign Status for Federal Tax Withholding (LBNL W-8BEN) is a form used by non-U.S. persons to certify their foreign status for tax withholding purposes and to claim benefits under an income tax treaty.
Non-U.S. persons, including foreign individuals and entities, who receive certain types of income from U.S. sources and want to claim reduced withholding rates due to tax treaties must file the LBNL W-8BEN.
To fill out the LBNL W-8BEN, individuals should provide their name, country of citizenship, permanent address, mailing address, and the type of income for which the certificate is being submitted. They should also sign and date the form.
The purpose of the LBNL W-8BEN is to establish that the individual or entity is a foreign person and to claim benefits under applicable tax treaties, ensuring the correct amount of tax withholding on U.S. source income.
The LBNL W-8BEN requires information such as the individual's or entity's name, country of citizenship, permanent address, mailing address, U.S. taxpayer identification number (if applicable), and the income type for which withholding is being claimed.
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