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How to use or fill out IRS W-8IMY with our platform
- Click ‘Get Form’ to open the IRS W-8IMY in the editor.
- Begin with Part I, where you will identify the entity acting as an intermediary. Fill in the name of the organization and any disregarded entities if applicable.
- In Part I, check the appropriate box for Chapter 3 Status (entity type) and Chapter 4 Status (FATCA status). Ensure only one box is checked for each section.
- Complete your permanent residence address in line 6, ensuring no P.O. boxes are used. If your mailing address differs, fill that in line 7.
- Proceed to Parts II through IX as applicable, providing necessary certifications and information based on your entity's classification and status.
- Finally, sign and date the form at the bottom of Part XXIX to validate your submission before sending it to the withholding agent.
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