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Guide to completing W8BENE entity US tax formsApplicable to Companies, Trusts, Product Self Managed Guide Superannuation Funds and Deceased Estates January 2016Wrap AccessContents 1General information011.1Who

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How to fill out w-8ben and w-8ben-e forms

01

To fill out the W-8BEN form, follow these steps:

02

- Begin by entering your personal information such as name, address, and country of residence.

03

- Provide your taxpayer identification number (TIN) or a reason explaining why you do not have one.

04

- Indicate the type of beneficial owner you are (individual, corporation, etc.)

05

- Complete the certification section, signing and dating the form.

06

- Keep a copy of the completed form for your records.

07

08

To fill out the W-8BEN-E form, follow these steps:

09

- Start by entering the name and address of the entity or organization.

10

- Provide the entity's taxpayer identification number (TIN) or a valid exemption code.

11

- Indicate the entity's chapter 3 status and claim any applicable tax treaty benefits.

12

- Complete the certification section, signing and dating the form.

13

- Retain a copy of the completed form for future reference.

Who needs w-8ben and w-8ben-e forms?

01

The W-8BEN form is needed by foreign individuals who receive income from U.S. sources, such as dividends, rents, or royalties. It is used to establish foreign status and claim tax treaty benefits, if applicable.

02

The W-8BEN-E form is required by foreign entities or organizations that receive income from U.S. sources. This includes corporations, partnerships, and other foreign businesses. It is used to certify the entity's status and claim any eligible tax treaty benefits.

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What is w-8ben and w-8ben-e forms?

The W-8BEN and W-8BEN-E forms are used by foreign individuals and entities to certify their non-U.S. status for tax withholding purposes.

Who is required to file w-8ben and w-8ben-e forms?

Foreign individuals and entities receiving income from U.S. sources are required to file W-8BEN and W-8BEN-E forms.

How to fill out w-8ben and w-8ben-e forms?

The W-8BEN and W-8BEN-E forms should be completed with accurate personal and tax information, signed, and submitted to the withholding agent.

What is the purpose of w-8ben and w-8ben-e forms?

The purpose of W-8BEN and W-8BEN-E forms is to establish the foreign status of the individual or entity for tax withholding purposes.

What information must be reported on w-8ben and w-8ben-e forms?

The W-8BEN and W-8BEN-E forms require information such as name, country of residence, taxpayer identification number, and certification of non-U.S. status.

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