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W-8BEN Form and Instructions You will need to have completed and submitted the W-8BEN form (overleaf) to hold shares in United States companies. The form is valid for three calendar years beginning

How to fill out w-8ben form and instructions

How to fill out the W-8BEN form and instructions:

1. Start by downloading the W-8BEN form from the Internal Revenue Service (IRS) website. Make sure you are using the latest version of the form.
2. Provide your personal information in the first section of the form. This includes your name, country of citizenship, and foreign tax identification number (if applicable).
3. Indicate whether you are an individual or a company by checking the appropriate box. If you are representing a company, provide the company's name and address.
4. Fill in your permanent address, including the city, state, postal code, and country. If you have a mailing address that is different from your permanent address, provide it as well.
5. Provide your U.S. taxpayer identification number (if applicable) or your foreign tax identification number. If you do not have either of these numbers, explain the reason for not having one in the space provided.
6. Determine your treaty eligibility by reviewing the tax treaty between your country and the United States. If you qualify for treaty benefits, briefly describe the type of income that is eligible for treaty benefits.
7. Sign and date the form, certifying that the information provided is accurate to the best of your knowledge.

Who needs the W-8BEN form and instructions?

1. Non-U.S. individuals or foreign entities receiving income from U.S. sources need to fill out and submit the W-8BEN form. This includes non-U.S. residents who earn income in the U.S. or non-U.S. companies with U.S. activities.
2. International students or scholars who receive scholarships, fellowships, or any form of non-wage compensation from a U.S. institution may also be required to fill out the W-8BEN form.
3. Non-U.S. individuals or entities who want to claim tax treaty benefits with the U.S. to reduce or eliminate taxes on certain types of income should also complete the W-8BEN form.

Note: It is important to consult with a tax advisor or professional to ensure you correctly fill out the W-8BEN form and comply with any applicable tax regulations.

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What is w-8ben form and instructions?

The W-8BEN form is used to certify the foreign status of beneficial owners of income from U.S. sources, and the instructions provide guidance on how to complete the form.

Who is required to file w-8ben form and instructions?

Non-U.S. individuals or entities who receive income from U.S. sources and want to claim a reduced rate of withholding tax are required to file the W-8BEN form.

How to fill out w-8ben form and instructions?

To fill out the W-8BEN form, the beneficial owner must provide their name, country of residence for tax purposes, permanent address, and taxpayer identification number.

What is the purpose of w-8ben form and instructions?

The purpose of the W-8BEN form is to establish a person's foreign status and claim the benefits of a tax treaty to reduce or eliminate U.S. tax withholding on certain types of income.

What information must be reported on w-8ben form and instructions?

The W-8BEN form requires information such as the beneficial owner's name, country of residence, address, taxpayer identification number, and certification of their foreign status.