Get March 2009) Exemption From Withholding On Compensation For Independent (and Certain Dependent)

This guide provides clear and comprehensive instructions on completing the March 2009 Exemption From Withholding On Compensation For Independent (and Certain Dependent) form. It is designed to assist users, regardless of their legal experience, in navigating this important tax document online.

Follow the steps to successfully complete the exemption form.

1. Click ‘Get Form’ button to obtain the form and open it in an online editor.
2. Fill in your personal information: Enter the name of the individual who is the beneficial owner in the first field. Provide the U.S. taxpayer identifying number and, if applicable, include your foreign tax identifying number. Complete your permanent residence address, including city, neighborhood, state, and postal code.
3. Next, provide your U.S. address, including the street address, city, state, and ZIP code. Be sure to indicate your U.S. visa type and fill in the country that issued your passport along with the passport number.
4. Indicate your date of entry into the United States and your current nonimmigrant status, including the expiry date of this status. If applicable, check the box if you are a foreign student, trainee, professor, teacher, or researcher, and remember to attach the necessary statement.
5. In Part II, describe the personal services you are providing. Enter the total compensation you expect to receive for these services for the applicable calendar or tax year. If you are claiming a tax treaty withholding exemption, note the relevant tax treaty and treaty article.
6. Fill in the total compensation amount that is exempt from tax due to the treaty. Specify your country of permanent residence. Only complete the subsequent fields if you have received compensation for personal services from the same withholding agent.
7. If applicable, provide details about any noncompensatory scholarship or fellowship income you may have. Enter the relevant amounts and information required related to the tax treaty exemption.
8. Complete the certification section by reading through the statements provided. The beneficial owner must sign the form, confirming the details are true and correct. Ensure the date of signing is included with the signature.
9. The form concludes with sections for the withholding agent's acceptance and certification. The withholding agent must provide their details, including their employer identification number, and sign the form to validate the exemption request.
10. Once all sections are completed accurately, save your changes. You now have the option to download, print, or share your completed form based on your needs.

Complete your exemption form online to ensure your withholding status is correct.