Get the free Certificate of Foreign Status FORM W-8 BEN

Form W8BEN (Rev. February 2006) Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding Section references are to the Internal Revenue Code. See separate instructions.

How to fill out certificate of foreign status

How to fill out a Certificate of Foreign Status:

1. Obtain the form: The Certificate of Foreign Status, also known as Form W-8BEN, can be obtained from the Internal Revenue Service (IRS) website. It is a required form for individuals who are not U.S. citizens or residents and who are receiving income from U.S. sources.
2. Provide personal information: The first section of the form requires you to provide your personal information, including your name, address, and country of residence. Make sure to enter this information accurately and legibly.
3. Specify your foreign status: In the second section, you need to specify your foreign status by selecting the appropriate box. This may include options such as nonresident alien, foreign partnership, foreign corporation, or other categories depending on your situation. Choose the category that best applies to you.
4. Provide a U.S. taxpayer identification number (if applicable): If you have been assigned a U.S. taxpayer identification number, such as an Individual Taxpayer Identification Number (ITIN), you should enter it in this section. However, if you don't have a U.S. taxpayer identification number, you can still complete the form by providing your foreign tax identification number (if any).
5. State whether you are claiming a reduced withholding rate: If you are eligible for a reduced rate of withholding tax according to a tax treaty between the United States and your country of residence, you need to check the box in this section. You may need to attach a completed Form W-8BEN-E or a separate statement along with the form to provide further details if necessary.
6. Sign and date the form: Once you have completed all the required sections of the form, you need to sign and date it. By signing the form, you certify that the information provided is true and correct to the best of your knowledge.

Who needs a Certificate of Foreign Status?

The Certificate of Foreign Status is required for individuals who are not U.S. citizens or residents and are receiving income from U.S. sources. This includes individuals living abroad who earn income from U.S. investments, royalties, pensions, or other sources. Foreign entities, such as corporations or partnerships, may also need to provide this form to certify their foreign status for tax purposes. The purpose of the form is to ensure that the appropriate amount of tax is withheld on U.S. income received by non-U.S. taxpayers.

For pdfFiller’s FAQs

What is certificate of foreign status?

The certificate of foreign status is a form that individuals or entities must file to certify their foreign status for tax purposes.

Who is required to file certificate of foreign status?

Individuals or entities that are classified as foreign for tax purposes are required to file a certificate of foreign status.

How to fill out certificate of foreign status?

The certificate of foreign status can be filled out by providing personal or entity information, certifying foreign status, and signing the form.

What is the purpose of certificate of foreign status?

The purpose of the certificate of foreign status is to establish an individual or entity's foreign status for tax reporting and withholding purposes.

What information must be reported on certificate of foreign status?

The certificate of foreign status typically requires information such as name, address, country of residence, and tax identification number.

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