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  • Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

    Department of the Treasury Internal Revenue Service
  • For use by individuals. Entities must use Form W-8BEN-E. Go to www.irs.gov/FormW8BEN for instructions and the latest information. Give this form to the withholding agent or payer. Do not send to the IRS.
  • Do NOT use this form if: You are NOT an individual You are a U.S. citizen or other U.S. person, including resident alien individual You are a beneficial owner claiming that income is effectively connected with the conduct of trade or bsiness with the U.S. (other than personal services) You are a beneficial owner who is receiving compensation for personal services performed in the United States You are a person acting as an intermediary
  • Note: If you are resident in a FATCA partner jurisdiction (i.e., a Model 1 IGA jurisdiction with reciprocity), certain tax account information may be provided to your jurisdiction of residence.
  • Part I: Identification of Beneficial Owner

    See instructions
  • Part II: Claim of Tax Treaty Benefits

    See instructions (for chapter 3 purposes only)
  • 9.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.
  • 10. 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:
  • Part III: Certification

  • Under penalties of perjury, I declare that I have examined the information 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 individual that is the beneficial owner (or am authorized to sign for the individual that is the beneficial owner) of all the income to which this form relates or am using this form to document myself for chapter 4 purposes, The person named on line 1 of this form is not a U.S. person, The income to which this form relates is: (a) not effectively connected with the conduct of a trade or business in the United States, (b) effectively connected but is not subject to tax under an applicable income tax treaty, or(c) the partner’s share of a partnership's effectively connected income, The person named on line 1 of this form is a resident of the treaty country listed on line 9 of the form (if any) within the meaning of the income tax treaty between the United States and that country, and For broker transactions or barter exchanges, the beneficial owner is an exempt foreign person as defined in the instructions. Furthermore, I authorize this form to be provided to any withholding agent that has control, receipt, or custody of the income of which I am the beneficial owner or any withholding agent that can disburse or make payments of the income of which I am the beneficial owner. I agree that I will submit a new form within 30 days if any certification made on this form becomes incorrect .
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