Substitute Form W-8ben - Certificate Of Foreign Status Of Beneficial Owner For United States Tax Withholding

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Certificate of Foreign Status of Beneficial Owner
SUBSTITUTE
for United States Tax Withholding
Form W-8BEN
>Section references are to the Internal Revenue Code. See separate instructions.
(February 2006)
>Provide this form to U.S. Bancorp Fund Services, LLC. Do not send to the IRS.
OMB No. 1545-1621
>The person whose name is listed on line 1 must sign the certification(s).
>Resident aliens and U.S. citizens should complete Form W-9.
Part I
Identification of Beneficial Owner
(see instructions)
1.
2.
Country of incorporation/organization
Name of Beneficial Owner
(1 name only per W-8BEN form)
3.
Type of Beneficial Owner
(check only one)
Individual
Corporation
Government
Complex Trust
Grantor Trust
Estate
Partnership
Private Foundation
Simple Trust
Central Bank of Issue
International Organization
Disregarded Entity
Tax-Exempt Organization
4.
Permanent resident address (street, apt. or rural route) – Include City or town, state or province, postal code
Country
where appropriate, and name of
(do not abbreviate) - DO NOT provide a P.O. Box address,
in-care-of address, or U.S. address
_________________________________________________________________________________________
_________________________________________________________________________________________
5
.
Mailing address – Include City or town, state or province, postal code where appropriate, and name of Country (do not
abbreviate). Complete the Additional Documentation Section on page 2 if a U.S. mailing address is provided or the Permanent
or Mailing addresses are in a country that is different than the country listed on 9(a) below (if treaty benefits are elected)
_________________________________________________________________________________
_________________________________________________________________________________
6. U.S. taxpayer identification number,
8. Account number(s)
SSN or ITIN
EIN
if required, (see instructions)
______________________________
Part II
Claim of Tax Treaty Benefits
(if applicable)
9.
I certify that (check all that apply):
A.
The beneficial owner is a resident of ____________________________________________within the meaning of
the income tax treaty between the United States and that country - Do not abbreviate the name of the country. (See
instructions on page 2 if treaty country is different than your country of permanent residence)
B.
If required, the U.S. taxpayer identification number is stated on line 6 (see instructions).
C.
The beneficial owner is NOT an individual, derives the item (or items) of income for which the treaty
benefits are claimed, and, if applicable, meets the requirements of the treaty provision dealing with
limitation on benefits (see instructions).
Special Rates and conditions (if applicable – see instructions):
10.
The beneficial owner is claiming the provisions of Article _______________________ of the treaty identified on line
9a above to claim a __________________% withholding rate on (specify type of income): _____________________
_________________________ Please provide explanation as to why the beneficial owner meets the terms of the
treaty article: ____________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________

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