FREE TEMPLATE / GOVERNMENT, TAX FORMS AND STAMP DUTY
Form W-8BEN, Certificate of Foreign Status of Beneficial Owner (Individuals)
The IRS form a foreign individual gives a US payer to show they are not a US person and, where a tax treaty applies, to claim a lower rate of US tax withholding. The payer keeps it and does not send it to the IRS.
The official form comes from Internal Revenue Service.
PDF, 1 page, 11 KB
SIGNING RULES
How it is signed in the United States
The rules for an official government form depend on where it is signed. Laws change, so check the sources before anyone signs.
W-8BEN
Official form
Form W-8BEN establishes that a person paid from the United States is a foreign individual and lets them claim a reduced rate of withholding under a tax treaty. The foreign individual fills it in and signs it, and the US payer or withholding agent keeps it.
Steps
Download the current Form W-8BEN from the IRS page.
Choose who fills each one: the foreign individual fills Parts I and II and signs Part III.
Can the form w-8BEN, certificate of foreign status of beneficial owner be signed electronically in the United States?
Yes. An electronic signature is accepted for it in the United States. The IRS allows a W-8BEN to be signed electronically when the withholding agent's system meets its rules.
How many witnesses does the form w-8BEN, certificate of foreign status of beneficial owner need in the United States?
None. No witness is needed in the United States.
Does the form w-8BEN, certificate of foreign status of beneficial owner need a notary in the United States?
No. No notary is needed.
Does the form w-8BEN, certificate of foreign status of beneficial owner need to be registered in the United States?
No. It is not registered.
Is stamp duty due on the form w-8BEN, certificate of foreign status of beneficial owner in the United States?
No stamp duty is due.
Can the form w-8BEN, certificate of foreign status of beneficial owner be signed or witnessed remotely in the United States?
No.
THE RIGHT TEMPLATE
Where it fits
For individuals who are not US citizens or US residents and are paid from the United States. Not for US persons, who give a Form W-9, and not for foreign entities, which use Form W-8BEN-E. Sign does not rewrite it: you upload the official form and send it for e-signature.
A CAREFUL CHECK
Before you rely on it
Original Centilio wording, not legal advice. An entry for the official IRS Form W-8BEN (Rev. The IRS instructions explain when a payer may accept an electronic signature, under Regulations section 1.1441-1(e)(4)(i)(B). The form generally stays in effect until the last day of the third calendar year after the year it is signed, unless a change in circumstances makes it incorrect. It does not cover entities (Form W-8BEN-E), effectively connected income (Form W-8ECI), treaty eligibility or the payer's withholding and reporting duties. Ask a US tax adviser about treaty claims.
The declaration a resident under 60 gives a bank or other payer so that no tax is deducted at source from interest or similar income when the tax on their total income for the year is nil.
The forms from the Canada Revenue Agency that a new employee or pension recipient in Canada fills in so the right income tax is deducted from their pay: the federal TD1 and, where needed, the TD1 for their province or territory.