Get 1545-1621 For Use By Individuals

Filling out the 1545-1621 form, also known as the W-8BEN, is an essential step for individuals claiming foreign status for U.S. tax withholding purposes. This guide provides a clear and supportive walkthrough to help users complete the form accurately and efficiently online.

Follow the steps to successfully complete the W-8BEN form online.

1. Click ‘Get Form’ button to obtain the W-8BEN form and open it in the editor.
2. In Part I, enter your name as the beneficial owner on line 1. Make sure to spell your name correctly and use your full legal name.
3. On line 2, provide your country of citizenship. If you hold dual citizenship, list the country where you are a legal resident.
4. For line 3, input your permanent residence address. Ensure this address is not a P.O. Box and is in the format required by your country.
5. If your mailing address differs from your permanent residence address, fill out line 4 with the mailing address.
6. On line 5, provide your U.S. taxpayer identification number (ITIN or SSN), if you have one.
7. In line 6, enter your foreign tax identifying number if applicable. If you do not have one, make sure to include this in your filing considerations.
8. Enter your date of birth in MM-DD-YYYY format on line 8.
9. If you are claiming tax treaty benefits under line 9, note the country where you claim residency for tax treaty purposes.
10. If applicable, complete line 10 by stating any special rates or conditions you are claiming under the tax treaty.
11. In Part III, certify the information by signing and dating the form. Ensure your signature matches the name given at the beginning of the form.
12. Once all the fields are completed, you may save changes, download the form, print it, or share it with the relevant withholding agent.

Complete your W-8BEN form online today to ensure compliance and claim your eligible benefits.