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Doc 2014-7617 (8 pgs) Form W-8BEN-E (February 2014) Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) Department of the Treasury Internal Revenue

How to fill out form w-8ben-e

How to Fill Out Form W-8BEN-E:

1. Start by carefully reading the instructions provided along with Form W-8BEN-E. These instructions will guide you through the process of completing the form accurately.
2. Step one is to provide your basic identifying information. This includes your name, mailing address, country of citizenship, date of birth, and tax identification number (TIN). Make sure to provide accurate and up-to-date information.
3. Next, you need to specify whether you are an individual or an entity. If you are an individual, indicate your individual status. If you are an entity, specify the type of entity you represent (e.g., corporation, partnership, trust, etc.).
4. Depending on your status, you may need to provide additional information. For example, if you represent a corporation, you will need to provide the country of incorporation and principal business activity. If you represent a partnership, you will need to provide the general partner's name, country of residence, and TIN.
5. The next section of the form requires you to provide your beneficial owner information. This includes the name, country of residence, and TIN of the beneficial owner(s) of the income subject to withholding. If there are multiple beneficial owners, provide the required information for each.
6. Indicate the chapter of the Internal Revenue Code under which you are claiming treaty benefits, if applicable.
7. If the form is being completed to certify that you are a foreign government, international organization, foreign central bank or foreign tax-exempt organization, provide the necessary information to support your claim.
8. Sign and date the form, certifying that the information provided is true, correct, and complete.
9. Keep a copy of the completed form for your records and submit it to the appropriate withholding agent.

Who Needs Form W-8BEN-E:

1. Non-U.S. persons who are receiving income from U.S. sources are typically required to fill out Form W-8BEN-E. This form is used to establish their status as a foreign entity or individual for tax purposes.
2. Entities such as corporations, partnerships, trusts, and other entities that are not U.S. persons and are receiving income from U.S. sources may also need to complete this form.
3. Form W-8BEN-E is commonly used for purposes of claiming tax treaty benefits or establishing foreign status to reduce or eliminate U.S. withholding tax on certain types of income.

In conclusion, Form W-8BEN-E must be filled out accurately by non-U.S. persons or foreign entities who are receiving income from U.S. sources. It is crucial to carefully follow the provided instructions and provide the necessary information to ensure compliance with U.S. tax regulations.

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