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Submit Form W-8BEN when requested by the withholding agent, payer, or FFI whether or not you are claiming a reduced rate of, or exemption from, withholding. You should provide Form W-8BEN to a payment settlement entity (PSE) requesting this form if you are a foreign individual receiving payments subject to reporting
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.
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.
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
The income to which this form relates is (a) not effectively connected with the conduct of a trade or business in the United States, (b) effectively connected but is not subject to tax under an income tax treaty, or (c) the partner’s share of a partnership’s effectively connected income, and.
