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This form is used by entities to certify their status as a beneficial owner for U.S. tax withholding and reporting purposes. It outlines various classifications and statuses related to the Foreign Account Tax Compliance Act (FATCA) and provides necessary certifications for different types of entities claiming tax treaty benefits or exempt status.
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How to fill out w-8ben-e

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How to fill out w-8ben-e

01
Obtain the W-8BEN-E form from the IRS website.
02
Enter your name in Part I, Line 1.
03
Specify your country of citizenship in Line 2.
04
Fill in your address in Lines 3 and 4.
05
Indicate your organization type in Line 5.
06
Provide your U.S. taxpayer identification number (if applicable) in Line 6.
07
Complete Part II by selecting the relevant chapter 4 status.
08
If applicable, complete Part III for claiming tax treaty benefits.
09
Certify the form by signing and dating it in Part IV.
10
Submit the completed form to the withholding agent or financial institution.

Who needs w-8ben-e?

01
Foreign entities receiving income from U.S. sources.
02
Non-U.S. organizations claiming a reduced tax rate or exemption under a tax treaty.
03
Entities that are non-residents for tax purposes and want to avoid backup withholding.
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W-8BEN-E is a form used by foreign entities to certify their status for tax purposes, allowing them to claim exemptions from certain U.S. taxes.
Foreign entities that receive income from U.S. sources and want to claim a reduced rate of withholding tax or exemption from withholding must file W-8BEN-E.
To fill out W-8BEN-E, foreign entities need to provide their name, address, U.S. taxpayer identification number (if applicable), and claim a specific tax treaty benefit.
The purpose of W-8BEN-E is to establish a foreign entity's status for U.S. tax withholding purposes and to claim benefits under a tax treaty.
Information that must be reported includes the entity's legal name, country of incorporation, type of entity, address, and any applicable U.S. tax identification numbers.
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