Attachment To Form W-9 - Tax Treaty Claim By A U.s. Resident printable pdf download

Attachment To Form W-9 - Tax Treaty Claim By A U.s. Resident

ATTACHMENT TO FORM W-9

TAX TREATY CLAIM BY A U.S. RESIDENT

TAXPAYER NAME: _______________________________________________

TAXPAYER U.S. IDENTIFICATION NUMBER (SSN, ETC) _________________

TAXPAYER IS A:

U.S. Resident Alien for tax purposes

Other U.S. Person (Describe) ___________________

IF YOU ARE A U.S. RESIDENT ALIEN, ARE YOU A RESIDENT ALIEN UNDER:

The Green Card Test

The Substantial Presence Test

The Residency Article of a Tax Treaty

TAXPAYER IS CLAIMING A BENEFIT OR EXCLUSION UNDER WHICH TAX

TREATY? _______________________________________________________

UNDER WHICH TREATY ARTICLE(S) IS THE TAXPAYER CLAIMING A

BENEFIT OR EXCLUSION? _________________________________________

IS THE TAXPAYER RELYING UPON AN EXCEPTION TO THE SAVING

CLAUSE OF HIS/HER TAX TREATY IN ORDER TO CLAIM THE BENEFIT OR

EXCLUSION?

YES

DESCRIBE THE TAX TREATY BENEFIT OR EXCLUSION THE TAXPAYER IS

CLAIMING:

________________________________________________________________

Attachment To Form W-9 - Tax Treaty Claim By A U.s. Resident