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Provide Form W-8BEN to the withholding agent or payer before income is paid or credited to you. Failure to provide a Form W-8BEN when requested may lead to withholding at the foreign-person withholding rate of 30% or the backup withholding rate under section 3406. Establishing status for chapter 4 purposes.
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.
Instructions for the Substitute Form W-8BEN-E for Canadian Entities . RBC WMCO (Rev. 11-2021) 1. To be used in conjunction with Appendices A to I. Part I, Part II. Part I: All lines are mandatory 1. Enter the full legal name of the entity as shown on the organizational documents. 2. Enter the entity’s country of incorporation
The instructions for this Substitute Form W-8BEN are available at Amerant Bank website (www.amerantbank.com). For complete instructions or more information on the W-8 forms, please refer to the Internal Revenue Service (IRS) website at www.irs.gov.
Substitute Form W-8BEN. (Rev. October 2021) U.S. Bank Branch #____ Foreign Status of Beneficial Ow. by individuals. Entities mu. Go to www.irs.gov/FormW8BEN for instructions and the latest information. Give this form to U.S. Bank. Do not send to the IRS. OMB No. 1545-1621. Do NOT use this form if: Instead, use Form: ........ ing.
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.
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.
