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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.
A hybrid entity claiming treaty benefits is required to complete Form W-8BEN-E. See Form W-8BEN-E and its instructions.
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).
Form W-8BEN (Rev. October 2021) Department of the Treasury Internal Revenue Service Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) For use by individuals. Entities must use Form W-8BEN-E. Go to www.irs.gov/FormW8BEN for instructions and the latest information.
Substitute Form W-8BEN. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) The instructions for this Substitute Form W-8BEN are available at Amerant Bank website (www.amerantbank.com).
Certificate of Foreign Status of Beneficial Owner For United States Tax Withholding. 1. Please complete general information: Beneficial Owner _________________________________________ Country __________________. Business Name (if applicable) ____________________________________________________________.
substitute form W-8BEN – certificate of foreign status of beneficial owner for US Tax withholding. You can only complete this form to acquire US holdings if you are resident in a country which has a tax treaty with the United States.
