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FormCertificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)W8BENE(Rev Jul 2017) Department of the Treasury Internal Revenue Service0MB No 15451621For use
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How to fill out form w-8ben-e - xl

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How to fill out form w-8ben-e - xl

01
To fill out form W-8BEN-E - XL, follow these instructions:
02
Download the form from the official IRS website.
03
Begin by entering the entity's name, country of incorporation, and EIN.
04
Provide the entity's mailing address, including the street, city, state, and ZIP code.
05
Indicate whether the entity is acting as a disregarded entity or a hybrid entity.
06
Specify the entity's chapter 3 status.
07
Enter the entity's beneficial owner information, including their name, country of residence, and TIN.
08
Provide information about any substantial U.S. owners of the entity.
09
Declare whether the entity has made a treaty-based return position.
10
Complete the certification by signing and dating the form.
11
Attach any required supporting documentation and submit the form to the appropriate recipient.

Who needs form w-8ben-e - xl?

01
Form W-8BEN-E - XL is typically needed by foreign entities that are claiming a reduced rate of withholding tax or claiming an exemption from withholding on U.S. income.
02
Common entities that may need to file this form include foreign corporations, partnerships, trusts, and estates.
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Form W-8BEN-E is used by foreign entities to certify their status for U.S. tax withholding purposes.
Foreign entities or individuals who receive income from U.S. sources are required to file Form W-8BEN-E.
Form W-8BEN-E should be filled out with accurate information regarding the entity's structure, income, and foreign tax identification number.
The purpose of Form W-8BEN-E is to establish the foreign entity's eligibility for a reduced rate of withholding on income sourced in the U.S.
Form W-8BEN-E requires information such as entity type, country of organization, beneficial owner information, and tax treaty claims.
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