W8Ben Form

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding.
We know that you would not use the W8 BEN form if you are a US citizen or a resident alien individual.

The W9 Form might take it's place.

Again as in the use of the W9 form, the W8BEN is to be given to the payer and not to the IRS.
The page itself is very informative about it's use.

The category titles on the page are:

  • Do not use this form for

  • Part 1 - Identification of Beneficial Owner

  • Part 2 - Claim of Tax Treaty Benefits (if applicable).

  • Notional Principal Contracts

  • Part 4 - Certification

Here we have a smaller image of the W8BEN form.
We are also using it as a link to the nice pdf. version that you can download from this page.
It is a single paged form and interesting to read.

The W8 Instructions for the Requester

This W8 Instructions For The Requester is a 7 page supplementary instructional publication. It covers "Instructions for the Requester of Forms W-8BEN, W-8ECI, W-8EXP, and W-8IMY".
So you don't need to study the sections that do not apply. It is easier than it might appear at first to deal with. We have a new W8 form on the site.

W8BEN Form -