Note: in order for Form W-8BEN-E to be complete, you must complete the highlighted fields and all other 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Part I, which includes your organization’s name, country of incorporation, and any disregarded entities receiving payments. Ensure all highlighted fields are completed.
3. In Part I, check the appropriate box for Chapter 3 Status (entity type) and Chapter 4 Status (FATCA status). Make sure to select only one option for each.
4. Complete your permanent residence address and mailing address if different. Avoid using P.O. boxes.
5. Proceed to Part III if claiming tax treaty benefits. Check applicable boxes and provide necessary details regarding income types and withholding rates.
6. Finally, review all sections for accuracy before signing in Part XXX. Ensure that you have filled out every required field as indicated.

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