IRS · Official form

Form W-8BEN-E, Certificate of Foreign Status (Entities)

Form W-8BEN-E is how a non-US company documents itself to American payers: foreign status, FATCA classification, and any treaty claim, across the longest of the W-8 series.

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What is W-8BEN-E?

Form W-8BEN-E certifies that an entity, a company, partnership electing this route, trust, or other organization, is the foreign beneficial owner of US-source income. Beyond identity it requires a FATCA chapter 4 status, with the form’s many parts each serving one classification, and Part III carries the treaty claim including the limitation on benefits provision the entity satisfies.

Most operating companies complete only the first few parts plus the certification; the rest of the form exists for financial institutions and special statuses. Like all W-8s it goes to the withholding agent and stays valid roughly three years.

Who files W-8BEN-E?

Foreign companies invoicing US customers
Non-US entities receiving US dividends, interest, or royalties
Foreign organizations asked by US banks or platforms to document FATCA status

How to fill out W-8BEN-E

Complete Part I: entity name, country of incorporation, entity type, and FATCA status.
Give your permanent residence and, if different, mailing address, plus tax identification numbers.
Claim treaty benefits in Part III, including the limitation on benefits box that applies.
Complete the part matching your FATCA classification if you are a financial institution or special status.
Download, have an authorized officer sign, and send it to the requesting payer.

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These are the form's own fields, in the order they appear on the pages. Fill in what you know; anything left blank stays a fillable field in the PDF, so you can finish it in any PDF reader. Nothing you type here is sent to IRS.

Page 1 56 fields

Page 2 39 fields

Page 3 7 fields

I certify that the FFI identified in Part I:

Name of sponsoring entity:

I certify that the entity identified in Part I:

(All owner-documented FFIs check here) I certify that the FFI identified in Part I:

Page 4 6 fields

I certify that the FFI identified in Part I:

I certify that the FFI identified in Part I has provided, or will provide, an auditor's letter, signed within 4 years of the date of

24d. I certify that the entity identified on line 1 is a trust that does not have any contingent beneficiaries or designated classes with

( All restricted distributors check here ) I certify that the entity identified in Part I:

person, passive N F F E with one or more substantial U.S. owners, or nonparticipating F F I.

persons, passive N F F E's with one or more substantial United States owners, or nonparticipating F F I's.

Page 5 14 fields

Page 6 10 fields

I certify that the entity identified in Part I is formed pursuant to a pension plan that would meet the requirements of section 401(a),

I certify that the entity identified in Part I is established exclusively to earn income for the benefit of one or more retirement funds

I certify that the entity identified in Part I:

I certify that the entity identified in Part I is a financial institution (other than an investment entity) that is incorporated or

I certify that the entity identified in Part I:

• Was formed on (or, in the case of a new line of business, the date of board resolution approving the new line of business)

I certify that the entity identified in Part I:

• Filed a plan of liquidation, filed a plan of reorganization, or filed for bankruptcy on

Page 7 13 fields

I certify that the entity identified in Part I is a 501(c) organization that:

35. Has been issued a determination letter from the I R S that is currently in effect concluding that the payee is a section 501(c)

I certify that the entity identified in Part I is a nonprofit organization that meets the following requirements.

I certify that:

• The stock of such corporation is regularly traded on one or more established securities markets, including

I certify that:

• The name of the entity, the stock of which is regularly traded on an established securities market, is

• The name of the securities market on which the stock is regularly traded is

I certify that:

I certify that the entity identified in Part I is a foreign entity that is not a financial institution (other than an investment entity

I further certify that the entity identified in Part I has no substantial U.S. owners (or, if applicable, no controlling U.S. persons); or

I further certify that the entity identified in Part I has provided the name, address, and TIN of each substantial U.S. owner (or, if

Page 8 33 fields

I certify that the entity identified in Part I:

Name of sponsoring entity:

I certify that the entity identified in Part I is a direct reporting NFFE that is sponsored by the entity identified on line 42.

persons under an applicable I G A. Row: 1. Column: Name.

Row: 1. Column: Address.

Row: 1. Column: T I N.

Row: 2. Column: Name.

Row: 2. Column: Address.

Row: 2. Column: T I N.

Row: 3. Column: Name.

Row: 3. Column: Address.

Row: 3. Column: T I N.

Row: 4. Column: Name.

Row: 4. Column: Address.

Row: 4. Column: T I N.

Row: 5. Column: Name.

Row: 5. Column: Address.

Row: 5. Column: T I N.

Row: 6. Column: Name.

Row: 6. Column: Address.

Row: 6. Column: T I N.

Row: 7. Column: Name.

Row: 7. Column: Address.

Row: 7. Column: T I N.

Row: 8. Column: Name.

Row: 8. Column: Address.

Row: 8. Column: T I N.

Row: 9. Column: Name.

Row: 9. Column: Address.

Row: 9. Column: T I N.

I certify that I ha ve the capacity to sign for the entity identified on line 1 of this form.

Print Name

Date (MM-DD-YYYY)

Lock the PDF after filling (values become permanent, fields are removed)

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Frequently asked questions

Which FATCA status applies to a normal operating business?

Most non-financial trading companies are "active NFFE": over half of income and assets from the active business rather than investments.

Our company has no US tax number. Is the form still valid?

Generally yes with your foreign tax identifying number; a US EIN is only needed for certain claim types such as effectively connected income, which uses the W-8ECI anyway.

Form W-8BEN-E, Certificate of Foreign Status (Entities)

What is W-8BEN-E?

Who files W-8BEN-E?

How to fill out W-8BEN-E

Quick fill W-8BEN-E on this page

Frequently asked questions

Related forms

Form W-8BEN, Certificate of Foreign Status (Individuals)

Form W-9, Request for Taxpayer Identification Number

Form SS-4, Application for Employer Identification Number