Need help filling in W-8BEN and W-8BEN-E Forms? This article will guide you through the process! In case you need a reminder of what those are, here it is.
If you are a Deel user, you will be taken through the simplified flow, but the Form will match the official one.
Filling out the W-8BEN tax forms
Identification of Beneficial Owner (Part I):
- For W-8BEN (individuals): Name — Enter your legally given name as shown on your income tax return.
- For W-8BEN-E (entity): Name of Organization — Enter the full legal name of your organization. If you are a disregarded entity, enter the name of the entity that owns the disregarded entity.
- Address (State, City, Address, Address 2, Zip) — For Address, include the building number and street name (e.g., "52 Market Street"). For Address 2, include the apartment, suite, unit, building, or floor number.
- Foreign Tax Identifying Number(TIN)— Enter your tax identification number issued from your country of residence. If you don't have one, put your ID number instead.
Claim of Treaty Benefits (Part II):
If you reside in one of the countries listed below, please select your country of residence under the section “Claim of Treaty Benefits (Part II)”.
List of countries
Armenia, Australia, Austria, Azerbaijan, Bangladesh, Barbados, Belarus, Belgium, Bulgaria, Canada, China, Cyprus, Czech Republic, Denmark, Egypt, Estonia, Finland, France, Germany, Greece, India, Hungary, Iceland, Indonesia, Ireland, Israel, Italy, Jamaica, Japan, Kazakhstan, Kyrgyzstan, Latvia, Lithuania, Korea (South), Luxembourg, Mexico, Malta, Moldova, Morocco, Netherlands, New Zealand, Norway, Pakistan, Philippines, Poland, Portugal, Romania, Russian Federation, Slovakia, Slovenia, South Africa, Spain, Sri Lanka, Sweden, Switzerland, Tajikistan, Thailand, Tunisia, Trinidad and Tobago, Turkey, Turkmenistan, Ukraine, United Kingdom, United States, Uzbekistan, Venezuela
Certification (Part III):
Sign with your full legal name, and add the date of the signature.
For other sections of the W-8BEN-E Form, check the boxes that apply to you.
Disclaimer: This article is to be used as a guide only and should by no means be considered as tax advice. Always check the official IRS website for the latest information, or seek legal advice.