W8Ben

W8Ben Basics

You will need to complete the W8Ben if you or a company you represent receives any of the following types of income from sources in the United States.

Interest (including certain original issue discount (OID));
Dividends;
Rents;
Royalties;
Premiums;
Annuities;
Compensation for, or in expectation of, services
performed;
Substitute payments in a securities lending transaction;
or
Other fixed or determinable annual or periodical gains,
profits, or income.

If you are an individual you will use this form

W8Ben Certificate of Foreign Status of Beneficial Owner for United
States Tax Withholding and Reporting

If you are representing a company you will use this form.

W8BENE Certificate of Status of Beneficial Owner for
United States Tax Withholding and Reporting (Entities)