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Click ‘Get Form’ to open the Morgan Stanley W-8BEN in the editor.
Begin by entering your Global ID or PUID along with your company name in the designated boxes at the top of the form.
In Part I, provide your full legal name as it appears on your passport. Ensure you include your first name, middle name/initial, and last name without abbreviations.
Fill in your permanent residence address accurately. Avoid using a P.O. Box or an 'in care of' address; instead, provide a complete street address.
If applicable, complete Part II by certifying your residency in a country that has a tax treaty with the U.S. Check the appropriate box and specify the country.
Finally, sign and date the certification in Part III to validate your information. Remember that photocopies are not acceptable; an original signature is required.
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What is the purpose of IRS form W-8BEN?
Lets break down how: The W-8BEN establishes that you are a non-US taxpayer who has received US-sourced income. It allows you to claim exemption from the mandatory withholding, which can be up to 30% of interest earned.
What happens if I dont report foreign income?
An International Information Reporting Penalty may apply if you have financial activity from foreign sources and you dont follow tax laws, rules, and regulations. We mail you a notice if you owe a penalty and charge monthly interest until you pay the amount in full.
Why did I receive a W-8BEN?
The W-8BEN is an Internal Revenue Service (IRS) mandated form to collect correct Nonresident Alien (NRA) taxpayer information for individuals for reporting purposes and to document their status for tax reporting purposes.
Who needs to fill out form w-8BEN?
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.
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The usual rate of withholding tax is 30%. Form W-8BENs purpose is to reduce or eliminate this withholding tax payment. Essentially, if you fail to complete a W-8BEN form, you can expect to be taxed at a rate of 30%, even if your home country has a tax treaty with the US!
Is W8BEN mandatory?
The Internal Revenue Service requires W-8BEN because foreign individuals are normally subject to a 30% tax withholding, but they may qualify for a reduced rate of taxation. W-8BEN helps to establish this eligibility, although other factors also play a role, such as type of income.
What happens if you dont file w-8BEN?
Failure to provide a Form W-8BEN when requested may lead to withholding at the foreign-person withholding rate of 30% or the backup withholding rate under section 3406.
morgan stanley form w 8ben
Instructions for Form W-8BEN (Rev. October 2021)
Nov 30, 2020 Provide Form W-8BEN to the withholding agent or payer before income is paid or credited to you. Failure to provide a Form W-8BEN when requested
Stanford University - Stanford Bondholder Information
information for claiming treaty benefits is generally submitted on Form W-8BEN or W-8BEN-E (or IRS Form W-8BEN or W-8BEN-E (or successor form) distribution
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