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Income from transactions with a broker or a barter exchange is subject to reporting rules and backup withholding unless Form W-8BEN or a substitute form is filed to notify the broker or barter exchange that you are an exempt foreign person. You are an exempt foreign person for a calendar year in which:
- IRS.gov Fatca
The Foreign Account Tax Compliance Act (FATCA), which was...
- IRS.gov Form8833
Information about Form 8833, Treaty-Based Return Position...
- IRS.gov FormW8BEN
Information about Form W-8 BEN, Certificate of Status of...
- Tax Treaties
If you are a dual resident taxpayer and you claim treaty...
- IRS.gov Fatca
Substitute Form W-8BEN. The substitute Form W-8BEN must contain all of the information required in Part I, lines 1 through 8. The certifications in Part II must be included in a substitute form only if treaty benefits are claimed, and then only to the extent that the certifications are required.
1 lut 2024 · These instructions supplement the instructions for Forms W-8 BEN, W-8 BEN-E, W-8 ECI, W-8 EXP, and W-8 IMY. For general information and the purpose of each of the forms described in these instructions, see those forms and their accompanying instructions.
U.S. Treasury regulations require Schwab to collect additional documentation from clients who certify their foreign status on Form W-8BEN when certain indicators of potential U.S. status ("U.S. indicia") are present. U.S. indicia include: • A U.S. residence or mailing address on your W-8BEN.
If you receive certain types of income, you must provide Form W-8BEN to: • eEstablish that you are not a U.S. person; and • Claim that you are the beneficial owner of the income for which Form W-8BEN is being provided or a foreign partner in a partnership subject to section 1446(a).
The form W-8BEN is applicable only for non-US individual Unitholders. PLEASE ONLY FILL IN POINTS HIGHLIGHTED BELOW AND SUBMIT THE ORIGINAL SIGNED FORM (PHOTOCOPIES. NO ALTERATION OR CORRECTION FLUID IS ACCEPTED ANY AMENDMENTS WILL LEAD TO THE REJECTION OF THE FORM LEAVE OTHER FIELDS BLANK.
All non-US persons and entities are required to complete an IRS Form W-8 to certify your country of tax residence and to establish whether you qualify for a reduced rate of withholding when opening an account.
