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Instructions W-8 (Rev October 1998) Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP,

Instructions W-8 (Rev October 1998) Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, -2025

Instructions W-8 (Rev October 1998) Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, Preview on Page 1

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The document provides detailed instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY, which are used to establish the foreign status of beneficial owners for U.S. tax withholding purposes. It outlines the responsibilities of withholding agents, requirements for documentation, and procedures for withholding on payments made to foreign persons. The document also explains the presumption rules when forms are not received and details the validity periods and due diligence requirements associated with these forms.

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What happens if I dont fill out W8BEN?

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.

Who needs to complete a W-8BEN-E form?

Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.

Who should use the W-8ECI?

You must give Form W-8ECI to the withholding agent or payer if you are a foreign person and you are the beneficial owner of U.S. source income that is (or is deemed to be) effectively connected with the conduct of a trade or business within the United States or are an entity (including a foreign partnership or foreign

What is the difference between IRS form W-8BEN and W-8BEN-E?

For example, if youre a nonresident who earns interest from U.S.-issued securities, you will need to file a W-8BEN. If youre a foreign business owner with income from entities based in the U.S., youll complete Form W-8BEN-E.

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