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Substitute Form W8BEN (Rev. October 2021) (202110)Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) For use by individuals. Entities must

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How to fill out substitute formw-8ben

01

Obtain a copy of the Substitute Form W-8BEN from the IRS website or the financial institution requesting the form.

02

Fill in your personal information such as name, address, country of citizenship, and tax identification number.

03

Indicate your status as a non-resident alien, if applicable.

04

Provide any necessary documentation or supporting information that the form requires.

05

Sign and date the form to certify that the information provided is accurate and complete.

Who needs substitute formw-8ben?

01

Non-US individuals who receive income from US sources may need to fill out a Substitute Form W-8BEN to claim beneficial tax treatment under an income tax treaty.

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What is substitute formw-8ben?

The substitute form W-8BEN is a form used by non-U.S. persons to claim foreign status and beneficial ownership.

Who is required to file substitute formw-8ben?

Non-U.S. individuals or entities who receive income from U.S. sources are required to file substitute form W-8BEN.

How to fill out substitute formw-8ben?

To fill out substitute form W-8BEN, one must provide personal information, claim foreign status, and certify beneficial ownership.

What is the purpose of substitute formw-8ben?

The purpose of substitute form W-8BEN is to establish foreign status and claim treaty benefits to reduce or eliminate U.S. tax withholding.

What information must be reported on substitute formw-8ben?

Information such as name, address, country of residence, tax identification number, and certification of beneficial ownership must be reported on substitute form W-8BEN.

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