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Name: Fillable Online Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (entities) Fax Email Print - pdfFiller
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This form is used by entities to certify their status as beneficial owners for tax withholding and reporting purposes in the United States. It is associated with claiming tax treaty benefits and determining

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How to fill out w-bben-e

01

Obtain the W-8BEN-E form from the IRS website or the relevant financial institution.

02

Fill in the organization name in the first section along with the country of incorporation.

03

Indicate the type of entity by checking the appropriate box from the list provided in Part I.

04

Complete the address section accurately including the city, province, and postal code.

05

Enter the taxpayer identification number (TIN) if applicable.

06

Fill out the foreign tax identifying number (if any) in the next section.

07

Complete Part III, indicating the claim of benefits under a tax treaty if applicable.

08

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

Who needs w-bben-e?

01

Foreign entities that receive certain types of income from U.S. sources and wish to claim a reduced rate of withholding tax.

02

Corporations, partnerships, and other types of organizations conducting business in the U.S.

03

Entities that need to certify their foreign status to avoid backup withholding.

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What is w-bben-e?

Form W-8BEN-E is a U.S. tax form used by foreign entities to certify their foreign status and claim beneficial ownership of income they receive from U.S. sources.

Who is required to file w-bben-e?

Foreign entities that receive certain types of income from U.S. sources, such as dividends or interest, are required to file Form W-8BEN-E.

How to fill out w-bben-e?

To fill out Form W-8BEN-E, a foreign entity must provide information about its identity, tax status, and claim for tax treaty benefits if applicable. The form should be completed in accordance with IRS instructions.

What is the purpose of w-bben-e?

The purpose of Form W-8BEN-E is to establish the foreign entity's status for tax purposes, enabling it to avoid or reduce withholding tax on U.S.-sourced income.

What information must be reported on w-bben-e?

Information that must be reported on Form W-8BEN-E includes the entity's name, country of incorporation, address, U.S. taxpayer identification number (if applicable), and the type of income it expects to receive.

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