Question 1

Who should use Form W-8BEN?

Accepted Answer

Individuals who are not U.S. persons and who are the beneficial owner of income from a U.S. source. Entities must use Form W-8BEN-E, and U.S. citizens or resident aliens use Form W-9 instead.

Question 2

Do I send Form W-8BEN to the IRS?

Accepted Answer

No. The form says to give it to the withholding agent or payer, such as your broker, platform, or client. Do not send it to the IRS.

Question 3

Can I fill out the form in Chinese?

Accepted Answer

No. The form must be completed in English with Latin letters. The wizard shows Chinese explanations next to each field, but your answers are printed in English.

Question 4

Is my information uploaded?

Accepted Answer

No. The PDF is filled and signed in your browser. Nothing you type is sent to a server.

Form W-8BEN: Certificate of Foreign Status of Beneficial Owner (Individuals)

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