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This form is used by foreign individuals to establish their foreign status and claim any applicable treaty benefits for U.S. tax purposes. It helps prevent withholding tax at a rate of 30% on income
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How to fill out form w-8ben

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How to fill out Form W-8BEN

01
Obtain Form W-8BEN from the IRS website or your financial institution.
02
Fill out Part I with your name and country of citizenship.
03
Provide your permanent address in the appropriate fields.
04
If applicable, enter your mailing address if it is different from your permanent address.
05
In Part II, specify the tax treaty benefits if you are claiming them.
06
Complete Part III by providing your signature, date, and capacity in which you are signing, if applicable.

Who needs Form W-8BEN?

01
Non-U.S. individuals who receive income from U.S. sources and wish to claim tax treaty benefits.
02
Foreign individuals who do not have a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
03
Individuals receiving certain payments such as dividends, interest, or royalties.
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People Also Ask about

Non-US individuals who receive certain types of income from US sources—such as interest, dividends, rents, royalties, and certain other types of income—need to fill out the W-8 BEN. The form is used to claim any applicable tax treaty benefits and to verify that the individual is not a US resident for tax purposes.
Form W-8 BEN-E is used by foreign entities to document their status for purposes of chapter 3 and chapter 4, as well as other code provisions.
The W8BEN is used to collect the personal information of a foreign person who will be receiving money that could be subject to tax withholding (such as interest income).
The W8BEN is used to collect the personal information of a foreign person who will be receiving money that could be subject to tax withholding (such as interest income).
The W-8BEN form lets you benefit from the US Internal Revenue Service (IRS) treaty rate with the UK. This lowers the withholding tax for qualifying dividends and interest from US shares from 30% to 15%.
You must give Form W-8BEN to the withholding agent or payer if you are a nonresident alien who is the beneficial owner of an amount subject to withholding, or if you are an account holder of an FFI documenting yourself as a nonresident alien.
If you are an individual, you are generally required to enter your social security number (SSN).
Form W-8BEN The form also helps you claim a reduction or an exemption from the U.S. tax withholding if you reside in a country with which the United States has an income tax treaty and the income you received is subject to that treaty.

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Form W-8BEN is a form used by foreign individuals and entities to certify their foreign status for the purpose of claiming tax treaty benefits and obtaining reduced withholding rates on certain types of income received from U.S. sources.
Foreign individuals and entities receiving income from U.S. sources are required to file Form W-8BEN to establish their foreign status and claim any applicable tax treaty benefits.
To fill out Form W-8BEN, individuals need to provide their name, country of citizenship, address, taxpayer identification number, and claim any applicable tax treaty benefits. The form must be signed and dated.
The purpose of Form W-8BEN is to inform U.S. withholding agents of the foreign status of the individual or entity and to claim any benefits under an applicable income tax treaty, which may reduce or eliminate U.S. tax withholding on certain types of income.
Form W-8BEN requires the reporting of the individual's or entity's name, country of citizenship or incorporation, permanent address, mailing address (if different), U.S. taxpayer identification number (if any), foreign tax identifying number, and a certification of foreign status.
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