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Form W-8BEN-E is used by entities to certify their status as beneficial owners for U.S. tax withholding and reporting purposes. It reflects changes made by the Foreign Account Tax Compliance Act (FATCA).
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How to fill out w-8ben-e
How to fill out W-8BEN-E
01
Obtain the W-8BEN-E form from the IRS website or through a financial institution.
02
Fill out Part I: Identify the foreign entity providing the form. Include the name, country of incorporation, and address.
03
Complete Part II: Claim of Tax Treaty Benefits if applicable, indicating the country and the specific article of the tax treaty.
04
Fill out Part III: Entities that are not Regulated Investment Companies (RICs) or Real Estate Investment Trusts (REITs) should select the applicable chapter 4 status.
05
If applicable, complete Part IV or V by providing information about the entity’s status and ownership.
06
Sign and date the form in the certification section to validate the information provided.
Who needs W-8BEN-E?
01
Foreign entities that receive income from U.S. sources that is subject to withholding tax.
02
Entities claiming tax treaty benefits to reduce withholding rates on U.S. income.
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Who completes a W8 Ben E form?
Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.
Who needs to fill out a W-8BEN?
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.
Who should fill the W-8BEN form?
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.
What are the benefits of the w8ben treaty?
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%.
Why did I receive a W8BEN form from my bank?
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).
Who needs to fill out W-8BEN E?
Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.
What is the difference between w8ben and w8bene?
For example, if you're a non–resident who earns interest from U.S.-issued securities, you will need to file a W-8BEN. If you're a foreign business owner with income from entities based in the U.S., you'll complete Form W-8BEN-E.
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What is W-8BEN-E?
W-8BEN-E is a form used by foreign entities to certify their foreign status and claim tax treaty benefits. It is used to document the beneficial ownership of income and to report information to the IRS regarding the entity's status.
Who is required to file W-8BEN-E?
Foreign entities that receive certain types of income from U.S. sources, such as interest, dividends, royalties, or other fixed or determinable annual or periodical income, are required to file W-8BEN-E.
How to fill out W-8BEN-E?
To fill out W-8BEN-E, foreign entities must provide their identifying information, including name, country of incorporation, and address. They must also indicate their withholding rate, claim any applicable tax treaty benefits, and sign the form to certify its accuracy.
What is the purpose of W-8BEN-E?
The purpose of W-8BEN-E is to establish the foreign status of an entity and to claim any applicable tax treaty benefits to reduce or eliminate U.S. withholding tax on income received from U.S. sources.
What information must be reported on W-8BEN-E?
On W-8BEN-E, foreign entities must report their name, country of incorporation, entity type, tax identification number, address, and any applicable claim for tax treaty benefits, along with the signature of the authorized representative.
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