T he W-8BEN form is an IRS document required for non-U.S. individuals who receive interest, dividends or other income from U.S. sources. The form, also known as the Certificate of Foreign Status ...

Without a valid W-8BEN form on file, federal tax will be withheld. Line 1—Enter your last name, then your first name. Line 2—Leave blank. Line 3—Check the “Individual” box. Line 4—Enter your permanent ...

Form W-8BEN-E: Used by foreign entities, such as corporations or partnerships, to claim tax treaty benefits. Form W-8ECI : Used when income is effectively connected with the conduct of a trade or ...

scholarship and/or fellowship amounts qualify for a tax exemption and the following tax form needs to be completed. Form W-8BEN 8233: Certificate of Foreign Status of Beneficial Owner for United ...