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The document is the W-8BEN-E form, used by foreign entities to certify their status as beneficial owners for U.S. tax withholding and reporting purposes. It outlines the requirements for various entity types, including corporations, partnerships, and trusts, and specifies which forms to use in different situations. The form must be provided to the withholding agent or payer and not submitted to the IRS.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (216 Votes)
2017	4.3 Satisfied (126 Votes)
2016	1 Satisfied (14032 Votes)
2016	4.1 Satisfied (30 Votes)

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Who needs to fill the W-8BEN form?

Non-US individuals who receive certain types of income from US sourcessuch as interest, dividends, rents, royalties, and certain other types of incomeneed to fill out the W-8 BEN. The form is used to claim any applicable tax treaty benefits and to verify that the individual is not a US resident for tax purposes.

Why did I receive a w8ben form from my bank?

The W8BEN is used to collect the personal information of a foreign person who will be receiving money that could be subject to tax withholding (such as interest income).