How Do I Fill Out Form W-8BEN?

1. Line 1: Enter your name.
2. Line 2: Enter your citizenship.
3. Line 3: Enter your mailing address.
4. Line 5: Enter your U.S. taxpayer identification number.
5. Line 6: Enter your foreign tax identifying number.
6. Line 8: Enter your date of birth.

What is the purpose of W8BEN form?

The purpose of the W8-BEN is to: Establish that someone is a foreign person (certificate of foreign status). It is used at audit time to support a 30% tax rate. Claim that an NRA is the beneficial owner of the income for which Form W-8BEN is being provided.

Which is the correct form for form W-8BEN?

Form W-8BEN – Form Completion Guide for Individuals RBC WMCO (Rev. 11-2019) Form W-8BEN – Form Completion Guide for Individuals Enter the country of which you are a citizen th country including the country in which IRS Instructions for Form W-8BEN for use in conjunction with this guide: PART I

Can a non u.s.entity complete the W-8BEN-E?

Please consult with your tax or legal advisor should you need additional assistance in completing this Form. The Form W-8BEN-E should only be completed by a non-U.S. entity.

How long does form W-8BEN remain in effect?

For example, a Form W-8BEN signed on September 30, 2015, remains valid through December 31, 2018. However, under certain conditions a Form W-8BEN will remain in effect indefinitely until a change of circumstances occurs. To determine the period of validity for Form W-8BEN for purposes of chapter 4, see Regulations section 1.1471-3 (c) (6) (ii).

When do foreign tins need to be included on form W-8BEN?

These instructions have been updated to reflect temporary and final regulations under chapters 3 and 4 published in January 2017. These instructions include additional information on when a foreign TIN and date of birth are required to be included on Form W-8BEN.