Get the free Form W-8 BEN (Rev. May 2012). Certificate of Foreign Status of Beneficial Owner for ...

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How to fill out form w-8 ben rev

How to fill out form W-8BEN-REV:

1. Start by entering your full name in the "Name of beneficial owner" field. Make sure to provide your name exactly as it appears on your official identification documents.
2. Fill in your permanent address in the "Permanent residence address" section. This should include your street address, city, state/province, country, and postal code.
3. Use your taxpayer identification number (TIN) issued by your country of residence in the "TIN" field. If you don't have a TIN, you may be able to enter another government-issued identification number.
4. Indicate your country of citizenship in the "Country of citizenship" section.
5. If you're a tax resident of a country other than your country of citizenship, specify it in the "Tax residence(s) held" section.
6. Provide the type of beneficial owner you are by checking the appropriate box. Options include individual, corporation, partnership, estate, etc.
7. If you're claiming treaty benefits, fill in the relevant article and paragraph number of the applicable tax treaty in the "Special rates and conditions (if applicable) article and paragraph" field.
8. If you're providing the form on behalf of someone else, provide your capacity as the individual completing the form in the "Capacity in which acting" section.
9. Lastly, sign and date the form in the designated spaces at the bottom.

Who needs form W-8BEN-REV:

1. Non-U.S. individuals or entities receiving income from U.S. sources may need to complete Form W-8BEN-REV. This includes individuals, companies, partnerships, corporations, or any other entity that is not a U.S. citizen or resident.
2. It is often required by withholding agents or financial institutions to properly establish the beneficial owner's status and eligibility for reduced tax withholding or exemption under applicable tax treaties.
3. The form helps ensure compliance with U.S. tax laws and assists in reporting income and tax liabilities accurately to the Internal Revenue Service (IRS).

Note: This answer provides a general guideline on filling out form W-8BEN-REV. It is important to consult with a tax professional or refer to the official instructions provided by the IRS for specific guidance related to your individual circumstances.

For pdfFiller’s FAQs

What is form w-8 ben rev?

Form W-8BEN REV is a form used to certify a foreign person's status for U.S. tax purposes.

Who is required to file form w-8 ben rev?

Non-resident aliens, foreign companies, and other foreign entities who receive income from U.S. sources are required to file Form W-8BEN REV.

How to fill out form w-8 ben rev?

Form W-8BEN REV should be filled out with the individual or entity's name, country of residence, and tax identification number. It should also include a certification of foreign status.

What is the purpose of form w-8 ben rev?

The purpose of Form W-8BEN REV is to establish that a foreign person is exempt from U.S. taxes or subject to a reduced rate of tax on income derived from U.S. sources.

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

Form W-8BEN REV requires information such as the person's name, country of residence, and tax identification number. It also requires a certification that the person is not a U.S. taxpayer.

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