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CATS Jan 2018W8BEN & W8BENEThe the hardest thing in the world to understand is the income tax. Albert Einsteinium W8BENE Susan A. Morrell, University Tax Manager Davit ShaySarraf, Tax Compliance Officer
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To fill out the W-8BEN form:
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- Start by providing your personal information such as your name, country of citizenship, and mailing address.
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- Indicate your foreign tax identification number if applicable.
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- Specify the type of beneficial owner you are, whether an individual or an entity.
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- Answer the applicable certification questions based on your tax residency and treaty eligibility.
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- Sign and date the form.
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To fill out the W-8BEN-E form:
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- Begin by entering the name of the entity and its country of incorporation or organization.
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- Provide the entity's foreign tax identification number if available.
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- Specify the entity classification and the chapter of the Internal Revenue Code that applies to it.
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- Answer each applicable part related to the entity's status and treaty eligibility.
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- Include any required attachments or supporting documents.
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- Sign and date the form.
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Who needs w-8ben amp w-8ben-e?

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The W-8BEN form is required by foreign individuals who are claiming tax treaty benefits and are the beneficial owners of certain income, such as interest, dividends, royalties, or capital gains, earned from U.S. sources.
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The W-8BEN-E form is required by foreign entities (companies, partnerships, etc.) that are claiming tax treaty benefits and are the beneficial owners of certain income earned from U.S. sources.
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