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Form W -8 BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Rev. December 2000) Department of the Treasury Internal Revenue Service OMB No. 1545-1621 Section

How to fill out form w -8 ben

How to fill out Form W-8BEN:

1. Begin by entering your personal information in Part I of the form. This includes your name, country of citizenship, address, and your U.S. taxpayer identification number (if applicable).
2. In Part II, you will provide your foreign tax identifying number, if any. This may include your foreign social security number or employer identification number. If you don't have one, leave it blank.
3. Go to Part III and indicate the type of beneficial owner you are. This could be an individual, corporation, partnership, or other type of entity. Check the appropriate box that represents your status.
4. Next, you will provide your claim of treaty benefits in Part IV. You should refer to the tax treaty between your country of residence and the United States to determine the specific provisions that apply to you. Enter the article or paragraph numbers of the treaty that grant you the withholding exemption.
5. Fill out Part V if you’re receiving the income as a disregarded entity or as a flow-through entity. This section requires you to provide the name, address, and tax identification number of the entity.
6. Sign and date the form in Part VI. By signing, you are certifying that the information provided is correct and that you are the person identified on the form.
7. Lastly, provide any additional information or explanations in Part VII if required. This may include clarifications or additional details regarding your claim of treaty benefits.

Who needs Form W-8BEN:

1. Non-U.S. individuals or entities who are receiving income from U.S. sources may be required to fill out Form W-8BEN to claim a reduced rate of withholding tax.
2. Foreign individuals or entities who are eligible for treaty benefits under an income tax treaty between their country of residence and the United States should submit Form W-8BEN to document their eligibility for these benefits.
3. U.S. withholding agents or payers may require individuals or entities to provide a completed Form W-8BEN before they can make certain payments to them without withholding taxes. This helps ensure compliance with U.S. tax laws and regulations.

Note: It is important to consult with a tax professional or refer to the relevant tax regulations to ensure compliance with the specific requirements for filling out Form W-8BEN in your particular situation.

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What is form w-8 ben?

Form W-8BEN is a form used to certify foreign status for beneficial owners of income in the United States, such as interest, dividends, royalties, or broker transactions.

Who is required to file form w-8 ben?

Non-U.S. individuals or entities who receive income from U.S. sources and want to claim tax treaty benefits.

How to fill out form w-8 ben?

Form W-8BEN requires personal information, country of residence, and a certification of foreign status. It must be signed and dated.

What is the purpose of form w-8 ben?

The purpose of Form W-8BEN is to establish that the beneficial owner is a foreign person or entity and to claim treaty benefits to reduce or eliminate U.S. withholding taxes on certain types of income.

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

Form W-8BEN requires information such as name, country of citizenship, permanent residence, tax identification number (if applicable), and a claim of treaty benefits.