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01. Edit your retroactive statement online
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How to use or fill out W-8BEN statement with our platform
- Click ‘Get Form’ to open the W-8BEN statement in the editor.
- Begin by filling out the Affidavit of Unchanged Status section. Enter the date you signed the original W-8BEN form in the designated space.
- Review any exceptions that may apply to your situation. Check the appropriate boxes if you received your SSN, ITIN, or EIN on a specific date, or if there has been a name change.
- If applicable, provide details about when you first started your business after January 1, 2001. Fill in this information clearly.
- Complete the Beneficial Owner (Vendor) Name and Tax ID number fields accurately. Ensure your signature is included along with your printed name, title, and date.
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