Internal Revenue Service · Federal form
Fill out Form W-8BEN
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) Rev. October 2021
From IRS: Give Form W-8BEN to the withholding agent or payer if you are a foreign person and you are the beneficial owner of an amount subject to withholding. Source
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Individuals only. For use by individuals. Entities must use Form W-8BEN-E. Source
Facts from the official source
Quoted or closely restated from the IRS's own pages and PDFs, checked .
| Fact | What the source says | Source |
|---|---|---|
| Issued by | Internal Revenue Service, U.S. Department of the Treasury | About Form W-8 BEN (IRS) |
| Edition | Rev. October 2021 | Form W-8BEN (Rev. October 2021), official PDF Form W-8BEN, page 1 footer; header reads "(Rev. October 2021)". |
| Current revision | The IRS links the Rev. October 2021 PDF (fw8ben.pdf) as the current revision. | About Form W-8 BEN (IRS) About Form W-8 BEN, "Current revision" section. |
| Who receives it | Give this form to the withholding agent or payer. Do not send it to the IRS. | Form W-8BEN (Rev. October 2021), official PDF Form W-8BEN (Rev. October 2021), page 1, header. |
| Timing | Give Form W-8BEN to the person requesting it before the payment is made to you, credited to your account, or allocated. | Instructions for Form W-8BEN (Rev. October 2021), PDF Instructions for Form W-8BEN (Rev. October 2021), page 3, "Giving Form W-8BEN to the withholding agent". |
| When to submit | Submit Form W-8BEN when the withholding agent or payer requests it, whether or not you are claiming a reduced rate of, or exemption from, withholding. | About Form W-8 BEN (IRS) About Form W-8 BEN, opening paragraph. |
| Changes | You agree to submit a new form within 30 days if any certification on the form becomes incorrect. | Form W-8BEN (Rev. October 2021), official PDF Form W-8BEN (Rev. October 2021), page 1, Part III. |
| Individuals only | For use by individuals. Entities must use Form W-8BEN-E. | Form W-8BEN (Rev. October 2021), official PDF Form W-8BEN (Rev. October 2021), page 1, header. |
| Do not use this form if | You are not an individual (use W-8BEN-E); you are a U.S. citizen or other U.S. person, including a resident alien individual (use W-9); you claim income effectively connected with a U.S. trade or business, other than personal services (use W-8ECI); you receive compensation for personal services performed in the United States (use 8233 or W-4); or you act as an intermediary (use W-8IMY). | Form W-8BEN (Rev. October 2021), official PDF Form W-8BEN (Rev. October 2021), page 1, "Do NOT use this form if" table. |
| Official instructions | Instructions for Form W-8BEN (Rev. October 2021). | About Form W-8 BEN (IRS) About Form W-8 BEN, "Current revision" section. |
| How long it stays in effect | Generally, Form W-8BEN remains in effect from the date it is signed until the last day of the third succeeding calendar year, unless a change in circumstances makes any information on it incorrect. | Instructions for Form W-8BEN (Rev. October 2021), PDF Instructions for Form W-8BEN (Rev. October 2021), page 3, "Expiration of Form W-8BEN". |
What is on the form
- Part I: Identification of Beneficial Owner
- Lines 1 to 8: name, country of citizenship, permanent residence address, mailing address, U.S. TIN (SSN or ITIN) if required, foreign tax identifying number or FTIN-not-required checkbox, reference number(s), and date of birth. Form W-8BEN, page 1
- Part II: Claim of Tax Treaty Benefits
- Lines 9 and 10: treaty country of residence, and any special rates and conditions (article and paragraph, rate, type of income, additional conditions). Form W-8BEN, page 1
- Part III: Certification
- Capacity-to-sign checkbox, signature of the beneficial owner (or authorized individual), date and printed name of signer. Form W-8BEN, page 1
Checked by PDF Tower: the official PDF has 1 page and 23 fillable fields (20 text, 2 checkbox or radio, 1 signature), 66 KB. SHA-256 b821dc1172c91b34…, computed .
Edition and revisions
- Edition on this page: Rev. October 2021.
- Recent developments (IRS): None at this time. Source
- All revisions at IRS
Sources
- About Form W-8 BEN (IRS) Retrieved .
- Form W-8BEN (Rev. October 2021), official PDF Retrieved .
- Instructions for Form W-8BEN (Rev. October 2021), PDF Retrieved .
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