Get the free Form W-8 BEN-E (February 2014) - CIBC.com

Form W-8BEN-E (February 2014) Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) Department of the Treasury Internal Revenue Service OMB No. 1545-1621

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

How to fill out form W-8BEN-E February:

1. Begin by downloading the latest version of form W-8BEN-E from the Internal Revenue Service (IRS) website. Make sure you are using the form for the appropriate tax year, in this case, February.
2. Carefully read the instructions provided with the form. These instructions will guide you through each section of the form, ensuring that you provide accurate and complete information.
3. Section 1: Provide your name, country of citizenship, and country of residence. If you are representing a foreign branch of a U.S. financial institution, indicate this as well.
4. Section 2: Enter your foreign tax identifying number (if applicable), as well as your reference number(s) (if applicable).
5. Section 3: Indicate the type of entity you are representing (e.g., corporation, partnership, trust, etc.) and provide the relevant information for that entity, such as its country of organization and the date of its formation.
6. Section 4: If you are claiming treaty benefits, specify the country of residence for treaty purposes and provide additional details as required.
7. Section 5: If you are engaging in certain activities that may require an exemption from FATCA reporting, indicate this by checking the appropriate boxes and providing the necessary information.
8. Section 6: Complete this section if you are a disregarded entity or a hybrid entity.
9. Sign and date the form. If you are completing the form as a tax agent, make sure to indicate your capacity as an agent.
10. Submit the completed form W-8BEN-E to the appropriate recipient, such as a withholding agent or the financial institution requesting the form.
11. Keep a copy of the completed form for your records.

Who needs form W-8BEN-E February:

1. Non-U.S. entities that receive certain types of income from U.S. sources may need to fill out form W-8BEN-E February. This includes foreign corporations, partnerships, trusts, and other types of entities.
2. Entities that are eligible to claim treaty benefits or exemptions under the Foreign Account Tax Compliance Act (FATCA) may also need to submit this form.
3. Financial institutions and withholding agents may require their foreign account holders or payees to complete form W-8BEN-E in order to establish their tax status and comply with U.S. tax laws.

For pdfFiller’s FAQs

What is form w-8 ben-e february?

Form W-8BEN-E February is used by foreign entities to claim treaty benefits under an income tax treaty.

Who is required to file form w-8 ben-e february?

Foreign entities that receive certain types of income from U.S. sources and wish to claim treaty benefits.

How to fill out form w-8 ben-e february?

Form W-8BEN-E February should be completed with the entity's name, country of residence, treaty eligibility, and other necessary information.

What is the purpose of form w-8 ben-e february?

The purpose of Form W-8BEN-E February is to establish a foreign entity's eligibility for reduced rates of withholding on certain types of U.S. source income.

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

The form requires information such as the entity's name, address, country of residence, treaty eligibility, and taxpayer identification number.

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