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This form is intended for use within the University of New Mexico to certify foreign vendors for transactions occurring entirely outside the United States.
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How to fill out certificate of foreign status

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How to fill out Certificate of Foreign Status for Transactions Occurring Outside the United States

01
Obtain the Certificate of Foreign Status (Form W-8BEN) from the IRS website.
02
Enter your name in the 'Name of individual' field.
03
Provide your country of citizenship in the 'Country of citizenship' section.
04
Fill in your permanent address in the designated area.
05
If applicable, enter your U.S. taxpayer identification number (TIN) in the relevant field.
06
Complete the information about the foreign tax identifying number in your country.
07
Indicate the purpose of the form by checking the appropriate boxes regarding the type of income and withholding requirements.
08
Sign and date the form to certify the information provided is accurate.
09
Submit the completed form to the withholding agent or financial institution, not to the IRS directly.

Who needs Certificate of Foreign Status for Transactions Occurring Outside the United States?

01
Foreign individuals or entities receiving certain types of income from U.S. sources.
02
Non-U.S. residents engaged in activities that generate income in the United States.
03
Individuals who wish to claim a reduced rate of withholding under an applicable tax treaty.
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People Also Ask about

Form W8-BEN, Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding, is used by a foreign person to establish both foreign status and beneficial ownership, and to claim income tax treaty benefits with respect to income other than compensation for personal services.
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.
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.
(The form for entities is the W-8BEN-E.) In addition, the W-8BEN is a required document when making Non-U.S. Source Income payments to a Nonresident Alien (NRA); these are payments when the services performed are (1) performed by a NRA, and (2) are performed outside the United States.
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.
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.
Failure to provide a Form W-8BEN when requested may lead to withholding at the foreign-person withholding rate of 30% or the backup withholding rate under section 3406.
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).

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The Certificate of Foreign Status for Transactions Occurring Outside the United States is a document used to certify that an individual or entity is a foreign person for tax purposes when engaging in transactions that occur outside the U.S.
Generally, foreign individuals or entities engaging in specific types of transactions that require documentation for tax withholding purposes are required to file this certificate.
To fill out the certificate, provide necessary personal or business information, indicate your foreign status, and sign the document. Ensure to follow the specific instructions provided by the IRS or relevant tax authority.
The purpose of the certificate is to enable foreign persons to claim benefits under tax treaties and to ensure proper tax withholding rates on income generated from U.S. sources.
Required information typically includes the foreign person's name, address, taxpayer identification number, the nature of the income, and applicable treaty provisions if claiming tax benefits.
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