Get Form W-8 Ben (rev. January 2017). Certificate Of Foreign Status Of Beneficial Owner For United

Filling out Form W-8 BEN is essential for individuals claiming foreign status for U.S. tax purposes. This guide provides a clear and comprehensive walkthrough on how to complete the form accurately, ensuring compliance with tax regulations.

Follow the steps to fill out the Form W-8 BEN online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part I, provide your identification information: 1. Enter the full name of the individual beneficial owner in the first field. 2. Indicate your country of citizenship in field 2. 3. Input your city or town, state or province, along with the postal code, in field 3. 4. Complete the country field in 4 for the mailing address, if different from the personal address.
3. Continue in Part I: 5. Fill in your U.S. taxpayer identification number (SSN or ITIN) if required. 6. Enter your foreign tax identifying number if applicable, in field 6. 7. State your date of birth in MM-DD-YYYY format.
4. Moving to Part II, start claiming tax treaty benefits: 8. Indicate that you are a resident of the country listed in field 9. 9. Enter the country that matches your residence as it pertains to the tax treaty. 10. If applicable, state any special rates and conditions that apply under the treaty.
5. In Part III, proceed to certify your information: 11. Sign and date the form in the designated area, ensuring the signature is that of the beneficial owner or an authorized individual. 12. Print the name of the person who signed the form and specify the capacity in which they are acting if different from the owner.
6. Finally, review the completed form for accuracy. Once confirmed, you can save changes, download, print, or share the document as necessary.

Complete your Form W-8 BEN online to ensure proper documentation for tax withholding and reporting.