Form 8508-I - Request For Waiver From Filing Information Returns Electronically Page 4
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Form 8508-I (Rev. 11-2015)
Page
enter the GIIN it received when it registered as a PFFI or
U.S. account for which it has reporting obligations as a
RDC FFI.
condition of its applicable registered deemed-compliant
FFI status, check "Yes." Otherwise, check "No."
Line 6. If the filer has been assigned a U.S. TIN by the
Line 13. Indicate whether or not this waiver is requested
IRS, enter it on line 6. A filer is not required to obtain a
for corrections only. If you request a waiver for original
TIN in order to file Form 8508-I.
documents and it is approved, you will automatically
Lines 6a through 6c. Enter the name, email, and phone
receive a waiver for corrections. However, if you can
number of someone who is familiar with this request
submit your original returns electronically, but not your
whom the IRS can contact if additional information is
corrections, a waiver must be requested for corrections
required.
only.
Lines 7 through 11. Lines 7 through 11 only need to be
Line 14. Check the box to indicate the reason you are
completed if the filer is a Sponsoring Entity or a trustee of
requesting a waiver from filing Form 8966 electronically
a Trustee-Documented Trust. If there are multiple
and attach the documentation listed for that reason.
Sponsored Entities or Trustee-Documented Trusts, list
Note: Under Treasury regulations section
each entity's information in an attachment.
301.6011-2(c)(2), “The principal factor in determining
For lines 7 through 9c, enter the name and mailing
hardship will be the amount, if any, by which the cost of
address, including country and postal code, of the
filing the information returns in accordance with this
Sponsored FFI, Sponsored Direct Reporting NFFE, or
section exceeds the cost of filing the returns on other
Trustee-Documented Trust.
media.”
Line 10. If the entity reported on line 7 is a Sponsored
Note: The cost estimate must reflect the total amount
FFI, Sponsored Direct Reporting NFFE, or a
that the service provider will charge for software, software
Trustee-Documented Trust, enter the Sponsored Entity's
upgrades or programming for your current system, or
or Trustee-Documented Trust's GIIN on line 10, if the
costs to produce your electronic file only. Cost estimates
entity has obtained a GIIN.
from prior years will not be accepted.
Line 11. If the entity shown on line 7 has been issued a
Line 15. The waiver request must be signed by the filer or
TIN, enter the TIN on line 11.
a person duly authorized to sign a return or other
document on its behalf.
Line 12. If the entity identified on line 2 is a participating
FFI or a registered deemed-compliant FFI reporting a
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Parent category: Financial