Get the free Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for ...

*0NB642* 0NB642 Form W8BEN (2014 2) () Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) (Rev. February 2014) Department of the Treasury

How to fill out form w-8ben certificate of

How to Fill out Form W-8BEN Certificate of

1. Start by carefully reading the instructions provided on the Form W-8BEN. This will help you understand the purpose of the form and the information you need to provide.
2. Begin filling out the form by entering your full name in the designated field. Make sure to use the same name as shown on your tax return.
3. Provide your permanent address. This should be your residential address, not a temporary or mailing address. Include the city, postal code, and country.
4. Indicate your country of citizenship in the next section. If you have dual citizenship, you may need to consult the instructions to determine which country to select.
5. Enter your U.S. taxpayer identification number (TIN). If you don't have a U.S. TIN, you may need to provide your foreign tax identification number or other required identification number.
6. If you have a U.S. TIN, check the appropriate box to indicate whether you are claiming a treaty benefit. If you are, provide the details of the treaty article and the country that qualifies you for the treaty.
7. If you are not claiming treaty benefits, proceed to Part III. Here, you will need to provide your foreign tax identifying number, if applicable, and the country of your tax residence.
8. Next, consult the instructions to determine the appropriate chapter 3 status code for your situation. Enter this code in the designated field on the form.
9. If you receive payments as a beneficial owner, you need to provide the name, address, and TIN, if any, of the withholding agent making the payments.
10. Review the completed form to ensure all the information is accurate and complete. Sign and date the form.

Who Needs Form W-8BEN Certificate of?

1. Non-U.S. individuals who receive income from U.S. sources and want to claim a reduced rate of withholding tax under an income tax treaty.
2. Foreign individuals who receive certain types of income, such as dividends, interest, or royalties, from U.S. financial institutions or other withholding agents.
3. Anyone who is not a U.S. person but has a U.S. taxpayer identification number for the purposes of reporting income on a U.S. tax return.

Remember, it is always advisable to consult a tax professional or refer to the instructions provided with the form for specific guidance based on your individual circumstances.

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