Rev. October 2021
[Form W-8BEN (Rev. October 2021)] This tax form is for individuals to provide identification and certification of foreign status for United States tax withholding and reporting. Part I requires the beneficial owner's identification, country of citizenship, permanent residence address, mailing address, U.S. taxpayer identification number, and foreign tax identifying number. Part II allows the beneficial owner to claim tax treaty benefits. Part III is a certification under penalties of perjury. The form must be given to the withholding agent or payer and not sent to the IRS.
You can choose Single, Married Filing Jointly, Married Filing Separately, or Head of Household based on your personal circumstances.
Form W-8BEN is used by foreign individuals to certify that they are not subject to U.S. income tax withholding on certain types of income, such as scholarship or fellowship income.
Yes, if you qualify for an exception under the first protocol of the U.S.-China tax treaty and want to claim exemption from tax on your scholarship or fellowship income, you would still need to complete Form W-8BEN.
Give it to your withholding agent, who will use the information to reduce or eliminate income tax withholding on your income.
You must sign and date Form W-8BEN. The beneficial owner or account holder may incur liability for the penalties provided for an erroneous, false, or fraudulent form.
It depends on your income and filing status.
The estimated burden for business taxpayers filing Form W-8BEN is approved under OMB control number 1545-0123.
The Paperwork Reduction Act requires federal agencies to get approval from the Office of Management and Budget (OMB) before they can collect information from the public. It aims to reduce paperwork burden on the public.
Backup withholding is a requirement that a payer withhold a certain percentage of payments made to a nonresident alien individual or foreign entity if they haven't provided their correct taxpayer identification number or certified their exemption status.
A W-9 form is used by individuals to provide their name and address to a business for tax reporting purposes. You may need to complete a W-9 if you are paid in cash or if your income isn't reported on a W-2 form.
You should consult with a tax professional, refer to the IRS website, or use tax software to determine which forms you need to file.
Form W-8 BEN is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
The easiest way to fill Form W-8 BEN online
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