Entities must use Form W-8BEN-E. Information about Form W-8BEN and its separate instructions is at www.irs.gov/formw8ben. Give this form to the withholding agent or payer. Do not send to the IRS. Do NOT use this form if You are NOT an individual Instead use Form. W-8BEN-E You are a beneficial owner claiming that income is effectively connected with the conduct of trade or business within the U.S. other than personal services. Form W-8BEN Certificate of Foreign Status of Beneficial Owner for...United States Tax Withholding and Reporting Individuals Rev. February 2014 Department of the Treasury Internal Revenue Service OMB No. 1545-1621 For use by individuals. W-8ECI You are a U*S* citizen or other U*S* person including a resident alien individual A person acting as an intermediary Part I. W-9 8233 or W-4. W-8IMY Identification of Beneficial Owner see instructions Name of individual who is the beneficial owner Permanent residence address street apt. or suite no. or rural route. Do...not use a P. O. box or in-care-of address. Country of citizenship City or town state or province. Include postal code where appropriate. Country Mailing address if different from above U*S* taxpayer identification number SSN or ITIN if required see instructions Reference number s see instructions Foreign tax identifying number see instructions Date of birth MM-DD-YYYY see instructions Claim of Tax Treaty Benefits for chapter 3 purposes only see instructions within the meaning of the income tax...treaty I certify that the beneficial owner is a resident of between the United States and that country. Special rates and conditions if applicable see instructions The beneficial owner is claiming the provisions of Article of the treaty identified on line 9 above to claim a rate of withholding on specify type of income Explain the reasons the beneficial owner meets the terms of the treaty article Certification Under penalties of perjury I declare that I have examined the information on this form...and to the best of my knowledge and belief it is true correct and complete. I further certify under penalties of perjury that I am the individual that is the beneficial owner or am authorized to sign for the individual that is the beneficial owner of all the income to which this form relates or am using this form to document myself as an individual that is an owner or account holder of a foreign financial institution The person named on line 1 of this form is not a U*S* person The income to...which this form relates is a not effectively connected with the conduct of a trade or business in the United States b effectively connected but is not subject to tax under an applicable income tax treaty or c the partner s share of a partnership s effectively connected income the United States and that country and For broker transactions or barter exchanges the beneficial owner is an exempt foreign person as defined in the instructions. Furthermore I authorize this form to be provided to any...withholding agent that has control receipt or custody of the income of which I am the beneficial owner or any withholding agent that can disburse or make payments of the income of which I am the beneficial owner.
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Instructions and Help about IRS W-8BEN
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How to fill out IRS W-8BEN
Instructions and Help about IRS W-8BEN
How to edit IRS W-8BEN
You can use pdfFiller to edit the IRS W-8BEN form electronically. To start editing, upload the completed form to pdfFiller's platform. Use the available tools to modify any incorrect information, such as name, address, or taxpayer identification number. Once edits are made, review the changes for accuracy before saving or printing the updated document.
How to fill out IRS W-8BEN
Filling out the IRS W-8BEN form requires specific information about the individual or entity receiving payments from U.S. sources. Begin by providing your name in the designated field, followed by your country of citizenship. If applicable, include your U.S. taxpayer identification number (TIN) or foreign tax identification number (FTIN). Be sure to sign and date the form in the required sections.
About IRS W-8BEN 2014 previous version
What is IRS W-8BEN?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS W-8BEN 2014 previous version
What is IRS W-8BEN?
IRS W-8BEN is an application form used by foreign individuals and entities to certify their foreign status for tax withholding purposes. This form is critical for non-U.S. residents receiving certain types of income from U.S. payers. By submitting the W-8BEN, filers can claim exemptions or reduced rates of withholding tax under applicable tax treaties.
What is the purpose of this form?
The purpose of Form W-8BEN is to establish the foreign status of an individual or entity and to claim any benefits under an income tax treaty. This helps ensure that the correct amount of tax is withheld from payments, preventing over-withholding in alignment with international tax agreements.
Who needs the form?
Any non-U.S. person or foreign entity receiving income from U.S. sources is required to complete IRS W-8BEN. This includes individuals receiving royalties, interest, dividends, or certain types of service fees. If you are a foreign investor or hold interests in U.S. businesses, you will also need to fill out this form.
When am I exempt from filling out this form?
You may be exempt from filling out Form W-8BEN if you are a U.S. citizen or resident alien. Additionally, if the payments you receive are not subject to U.S. tax withholding, such as income earned outside the U.S., you may not need to submit this form. Always consult with a tax professional to determine your specific obligations.
Components of the form
IRS W-8BEN consists of several key areas to capture essential details. The form generally includes sections for personal information, claiming treaty benefits, and the required signature of the taxpayer. Fill out each section carefully to ensure that the IRS receives accurate information.
What are the penalties for not issuing the form?
Failing to issue Form W-8BEN when required may result in higher withholding tax rates applied to your payments. The IRS imposes penalties for non-compliance which can lead to a withholding rate of up to 30% on U.S.-sourced income. Therefore, it is crucial to submit the form to avoid excessive withholding.
What information do you need when you file the form?
When filing Form W-8BEN, you need to provide your full name, country of citizenship, mailing address, and any applicable taxpayer identification numbers. Additionally, you may require information about the treaty benefit being claimed if applicable. Ensure all information is accurate to prevent processing delays.
Is the form accompanied by other forms?
In many cases, Form W-8BEN can be submitted on its own. However, if you are claiming tax treaty benefits, you may need to provide a completed Form 8233, which is specifically meant for claiming exemption from withholding on compensation for independent personal services. Always check with your tax advisor to determine if additional forms are necessary.
Where do I send the form?
The completed Form W-8BEN should be submitted to the withholding agent or payor who requested it, not directly to the IRS. Ensure that you verify the submission requirements as different payers may have specific submission processes, especially if they offer electronic submission options.
FAQ about IRS W-8BEN
What should I do if I realize I made a mistake after submitting the w 8ben 2014 form?
If you discover an error after submitting the w 8ben 2014 form, you can correct it by submitting an amended form. It’s essential to clearly indicate that it is a correction. Additionally, maintain records of your original submission and any communication with the IRS regarding the change.
How can I verify the status of my w 8ben 2014 form after submission?
To check the status of your w 8ben 2014 form after it has been filed, contact the IRS directly through their customer service. It’s advisable to have your submission details handy for quicker assistance, as they can provide information on processing times or any issues encountered.
Are there any common errors I should watch out for when submitting the w 8ben 2014 form?
Common errors include providing incorrect taxpayer identification numbers or failing to sign the form. Carefully reviewing the completed form for accuracy before submission can help avoid these pitfalls, ensuring a smoother processing experience.
What should I do if my w 8ben 2014 form is rejected?
If your w 8ben 2014 form is rejected, review the rejection notice to identify the reason. Depending on the error, you may need to correct the issues and resubmit the form. Keep a copy of both the rejection notice and your corrected submission for your records.
Is e-signature acceptable for the w 8ben 2014 form?
Yes, an e-signature is generally acceptable for the w 8ben 2014 form, provided it complies with IRS standards for electronic submissions. Ensure the method of signing adheres to the required guidelines to maintain the integrity of your submission.
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