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Retirement Benefits Claim Form (AW8) To the member: ? Only complete parts 7 to 14 of this form, your employer will complete parts 1 to 6. Before completing this form please read the Retirement Booklet

How to fill out aw8

How to Fill Out AW8:

1. Start by obtaining the AW8 form from the appropriate authority or organization. It is commonly used by non-U.S. individuals who are required to furnish a certificate of foreign status to a U.S. withholding agent, such as a financial institution.
2. Begin by providing your personal information in Section 1 of the AW8 form. This includes your full name, mailing address, country of residence, and taxpayer identification number (TIN). The TIN could be a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN).
3. In Section 2, you will need to specify your foreign status by checking the appropriate box. The choices include nonresident alien, foreign partnership, foreign corporation, foreign government, etc. Select the option that best applies to your situation.
4. If you have a TIN, indicate it in Section 3 of the form. If you do not have a TIN, you may need to apply for an ITIN by submitting the Form W-7, Application for IRS Individual Taxpayer Identification Number, separately.
5. In Section 4, you will need to provide your permanent residence address outside the United States, including the country and postal code. If your mailing address is different from the permanent residence address, write it down as well.
6. The next section (Section 5) requires information regarding the primary reason for submitting the AW8 form. Choose the appropriate category that best describes the purpose of furnishing the form. For instance, if you are opening a bank account in the United States, mention it here.
7. Section 6 is optional and can be completed if there is any additional information you would like to provide.

Who Needs AW8:

1. Non-U.S. individuals who are earning income from U.S. sources, such as dividends, interest, royalties, or rental income, may be required to fill out the AW8 form. It verifies their foreign status and ensures proper tax withholding.
2. Foreign entities, such as foreign partnerships or corporations, who are subject to U.S. taxation may also need to complete the AW8 form.
3. Individuals or entities who are looking to enter into business transactions with U.S. financial institutions or need to provide documentary evidence of their foreign status may be asked to furnish the AW8 form.

Remember, it is always advisable to consult with a tax professional or seek guidance from the relevant authority to ensure proper completion of the AW8 form based on your specific circumstances.

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What is aw8?

aw8 is a form used by the Internal Revenue Service (IRS) to report information about certain foreign economic activities.

Who is required to file aw8?

U.S. taxpayers who have certain foreign economic activities, including foreign accounts or investments, are required to file aw8 with the IRS.

How to fill out aw8?

To fill out aw8, you need to provide information such as your personal details, details about your foreign economic activities, and any income earned from those activities. The form must be filed electronically using the IRS's online platform or through certified tax software.

What is the purpose of aw8?

The purpose of aw8 is to gather information about U.S. taxpayers' foreign economic activities in order to ensure compliance with tax laws and prevent tax evasion.

What information must be reported on aw8?

On aw8, you must report details about your foreign accounts, foreign investments, income earned from foreign sources, and any other relevant financial activities outside the United States.