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W'8BEN: Certificate of Status States

This document is an IRS Form W-8BEN, which is used by foreign individuals to claim tax treaty benefits and certify their foreign status for US tax withholding and reporting purposes. The form provides instructions for individuals to identify themselves and their country of tax residence, and certify that any income received is not effectively connected to a US trade or business. It also allows individuals to claim a reduced tax rate on certain types of income under an applicable tax treaty.

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0% found this document useful (0 votes)
172 views1 page

W'8BEN: Certificate of Status States

This document is an IRS Form W-8BEN, which is used by foreign individuals to claim tax treaty benefits and certify their foreign status for US tax withholding and reporting purposes. The form provides instructions for individuals to identify themselves and their country of tax residence, and certify that any income received is not effectively connected to a US trade or business. It also allows individuals to claim a reduced tax rate on certain types of income under an applicable tax treaty.

Uploaded by

Malory
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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W'8BEN Certificate of Foreign Status of Beneficial Owner for United

'-," States Tax Withholding and Reporting (lndividuals)


(Rev. July 201 7) Þ For use by individuals. Ent¡ti€s must use Form W-8BEN-E. OMB No. 1545-1621
Þ Go to www,irs.govlFo¡mWSBEN lor instructions and the latest information.
Department of the Trsasury
lntemal Revenue Service Þ Give this form to the withholding agent or payer. Do not send to the lRS.
Do NOT use this form if: lnstead, use Form:
. You are NOT an individual W-8BEN-E
. You are a U.S. citizen or other U.S. person, including a r€sident alien individual w-9
. You are a beneficial owner claiming that income is effectively connected with the conduct of trade or business within the U.S.
(other than personal services) W-8EC|
. You are a beneficial ownerwho is receiving compensation for personal services performed in the United States 8233 or W-4
. You are a person acting as an intermediary . W-8|MY
Note: lf you are resident in a FATCA partner jurisdiction (i.e., a Model 'l IGA jurisdiction with reciprocity), certain tax account information may be
provided to your jurisdiction of residence.

ldentification of Owner
Name of individual who is the owner 2 Country of citizenship

no., or route), not use a P.O. box or in-care-of address.

ortown, state or province.

or town, state postal code appropriate.

taxpayer number (SSN or lTlN), if required instrucl number

Reference numbe(s) (see instructions) I Date of birth (MM-DD-YYYT (see instructions)

Claim of Tax Treatv Benefits instruction


I certify that the beneficial owner is a resident of within the meaning of the income tax
treaty between the United States and that country.
l0 Special rates and conditions (if applicable-see instructions): The beneficial owner is claiming the provisions of Article and paragraph
of the treaty identified on line 9 above to claim a % rate of withholding on (specify type of income):

Explain the additional conditions in the Article and paragraph the beneficial owner meets to be eligible for the rate of withholding:

Under penalties of perjury, I declare that I have examined the lnformation on this form and to the best of my knowledge and belief it is true, correct, and complete. I further
certify under penalties of perjury that:

I am the individualthat is the ben€ficial owner (or am authoriz€d to sign for the indiv¡dual that is the beneficlalowner) of all the incom€ to which this lorm relates or
am using thls lorm to document myself for chapter 4 purposes,

The person named on line 1 of this form ¡s not a U.S. person,


The income to which this form relates is:
(a) not effectively connect€d with thê conduct of a trade or business ln the Unlted States,
(b) effectively connected but ls not sublect to tax under an applicable income tax treaty, or
(c) lhe partner's share of a parlnêrship's effectively connected income,

The person named on line 1 of this form is a resident of the treaty country listed on line I of the form (if any) within the mêan¡ng ôf the income tax treaty between
the Unlt€d States and that country, and
For broker transactlons or barter exchanges, the beneficial owner is an exempt forelgn person as defined in the instructions,

Furlhermore, I authorize thls form to be prov¡ded to any withholdlng agent that has control, receipt, or custody of the lncome of which I am the bêneficial owner or
any w¡thholding agent that can disburse or make payments of the income of which I am the beneflcial owner. I agrêe that I w¡ll subm¡t a new fqrm w¡thin 30 days
lf any certlfloation made on lhis form becomes ¡ncorrect.

sisn Here
) Date (MM-DD-YYYY)
Signature of b€n€fic¡al own€r (or indiv¡dual aulhorized to sign for bensficial owner)

Print name of s¡gner Capaclty in which acting (if form ls not signed by benelicial owne{
For Papenvork Reduction Act Notice, see separate instructions. Cat. No.250472 rorm W-8BEN (Rev. 7-2017¡

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