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This document provides guidance for completing the W-8BEN-E form necessary for entity investors, such as companies, trusts, and superannuation funds, to certify their foreign status for tax purposes in the U.S. It includes information on who should fill out the form, how to determine FATCA classifications, and treaty benefits.

How to fill out w-8ben-e

How to fill out w-8ben-e

1. Download the W-8BEN-E form from the IRS website.
2. Provide the entity's name in Part I, Line 1.
3. Enter the country of incorporation or organization in Line 2.
4. Fill in the entity's address in Line 3.
5. Select the relevant chapter 4 status in Line 4 (e.g., corporation, partnership).
6. If applicable, provide a Global Intermediary Identification Number (GIIN) in Line 5.
7. Complete Line 6 if the entity is claiming treaty benefits.
8. Provide the entity's U.S. taxpayer identification number (TIN) in Line 7 if applicable.
9. Fill out Part II for claiming tax treaty benefits, if applicable.
10. Sign and date the form at the bottom of Page 2.

Who needs w-8ben-e?

1. Foreign entities receiving certain types of income from U.S. sources.
2. Non-U.S. businesses that want to claim reduced rates of withholding tax under an income tax treaty.
3. Entities that need to certify their status as a foreign entity for IRS purposes.

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What is w-8ben-e?

Form W-8BEN-E is a United States Internal Revenue Service (IRS) form used by foreign entities to certify their status as non-U.S. persons and to claim beneficial ownership of income to avoid or reduce withholding tax on certain types of income received from U.S. sources.

Who is required to file w-8ben-e?

Foreign entities, such as corporations and partnerships, that receive certain types of income from U.S. sources are required to file Form W-8BEN-E to prove their status and claim any applicable benefits under an income tax treaty.

How to fill out w-8ben-e?

To fill out Form W-8BEN-E, a foreign entity should provide its legal name, country of incorporation, address, and U.S. taxpayer identification number (if applicable), among other relevant information. They also need to complete the section related to the specific type of income they are receiving and any tax treaties applicable.

What is the purpose of w-8ben-e?

The purpose of Form W-8BEN-E is to provide the IRS with information about foreign entities that are receiving income from U.S. sources, helping to establish their foreign status and claim reduced withholding rates or exemptions under applicable tax treaties.

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

The 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 any), foreign tax identification number, the type of entity, and the specific claim for reduced withholding tax rates, as applicable.