Get the free Substitute Form W-8BEN-E - optionsXpress

Substitute Form W8BENE Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) To return your completed form to optionsXpress: Scan the completed form,

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

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

1. Begin by entering your full name and country of citizenship in section 1.
2. In section 2, provide your foreign tax identification number and date of birth.
3. Indicate whether you are acting as an individual or an entity in section 3.
4. Fill out section 4 with your permanent address and mailing address, if different.
5. If applicable, provide your U.S. taxpayer identification number in section 5.
6. In section 6, specify the chapter of the U.S. tax code that applies to you.
7. Complete section 7 by indicating if you are claiming treaty benefits and providing the applicable treaty article.
8. Specify your beneficial owner status in section 8.
9. In section 9, provide the name and address of the person authorized to sign the form.
10. Sign and date the form in section 10.

Who needs substitute form w-8ben-e:

1. Non-U.S. entities that are claiming treaty benefits or are otherwise exempt from certain U.S. withholding requirements.
2. Foreign corporations, partnerships, and other entities that have U.S. income or investments.
3. Individuals or entities that have a reporting obligation under the Foreign Account Tax Compliance Act (FATCA).
4. Nonresident aliens who are receiving income from U.S. sources subject to withholding tax.

Note: It is important to consult a tax professional or refer to the instructions provided with the form to ensure accurate and complete completion of the substitute form w-8ben-e.

For pdfFiller’s FAQs

What is substitute form w-8ben-e?

Substitute Form W-8BEN-E is used by foreign entities to claim status as a beneficial owner for purposes of income tax treaty benefits.

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

Foreign entities such as corporations, partnerships, and individuals are required to file Substitute Form W-8BEN-E.

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

Substitute Form W-8BEN-E must be completed with the entity's name, country of residence, taxpayer identification number, and certification of beneficial owner status.

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

The purpose of Substitute Form W-8BEN-E is to establish the foreign entity's claim of beneficial owner status for purposes of income tax treaty benefits.

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

Substitute Form W-8BEN-E requires information such as the entity's name, address, country of residence, taxpayer identification number, and certification of beneficial owner status.

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