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Substitute Form W8BENE (applicable to Active Financial Foreign Entities) W8BENE Bank use only Customer Number Certificate of Incorporation (C) / Business Registration Certificate (B) / Other (X)Important

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How to fill out substitute form w-8ben-e applicable

01

Obtain the substitute Form W-8BEN-E from the IRS website or your financial institution.

02

Fill out the form with your legal name, country of citizenship, address, tax identification number, and any additional required information.

03

Provide the form to the withholding agent or financial institution that is requesting the form.

04

Keep a copy of the completed form for your records.

Who needs substitute form w-8ben-e applicable?

01

Foreign entities that are receiving income from US sources need to fill out the substitute Form W-8BEN-E to claim tax treaty benefits and certify their foreign status.

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What is substitute form w-8ben-e applicable?

The substitute form W-8BEN-E is a version of the standard IRS form used by foreign entities to certify their status for purposes of withholding and reporting on payments received from U.S. sources.

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

Foreign entities that receive income from U.S. sources, such as dividends, interest, royalties, or other types of fixed or determinable annual or periodical income, are required to file the substitute form W-8BEN-E.

How to fill out substitute form w-8ben-e applicable?

To fill out the substitute form W-8BEN-E, the foreign entity must provide their name, address, entity type, Tax Identification Number (if applicable), and certify their foreign status by signing and dating the form.

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

The main purpose of the substitute form W-8BEN-E is to establish the foreign entity's status for tax purposes, claim benefits under an applicable tax treaty, and certify that the entity is not subject to U.S. withholding tax.

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

The substitute form W-8BEN-E requires information such as the entity's name, country of incorporation, type of entity, FATCA status, and Tax Identification Number, along with any relevant treaty benefits.

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