By Roger Chartier

W8 Form

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

Print a free IRS W-8 form

Here, we find a partial overview of the form requirements and instructions for the user and for the requester.

  1. Download the Form W-8BEN

  2. Download Instructions for the W-8BEN

  3. Download the Instructions for the Requester of the Form W-8BEN

Foreign persons are subject to the U.S. tax at a rate of 30% on income that they get for U.S. sources that consist of:

  • 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
  • Other fixed or determinable annual or periodic gains, profits or income.

If you are a single foreign person and you are not a resident alien, do not use Form W-9.

Use IRS form W-8 in the place where another would use the form W9.

Further information

If a person has changed their name due to marriage etc., that person should see the instructions on the download able form for what to do in that instance.

For a sole proprietor, enter the individual name just as was done on the name line of the income tax return.

A person may add their business, trade or DBA name on the "Business name/disregarded entity name" line.

Those who are a US citizen or a resident alien would use the Form W-9.

Why We Exist

We want you to be more informed.

A lot of folks panic when they are asked to fill out a W9 form.

My first episode with one left me with a feeling of confusion because I did not read the instructions to be sure of what I was doing.

I just had at it without reading anything and it was overwhelming - never again.
Take a little time to read the instructions and it is very simple to deal with.

Now when I fill one out I simply do it in about a minute.
It gets very simple to deal with these and if you do them often enough it is a breeze!