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The Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) skill extracts data from Forms W-8BEN. This form is provided to the withholding agent or payer by foreign persons who receive certain types of income in the United States. Foreign persons must provide a Form W-8BEN to the withholding agent or payer if they are the beneficial owner of an income subject to tax withholding. The W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) skill is a preview skill. It has been trained on a limited set of documents and is designed to help you quickly get started with processing Forms W-8BEN. For production use, you may need to uptrain the skill with your own document samples. This skill recognizes handwritten text. The option is enabled by default. If you do not import handwritten forms, disable the Handwritten option in the skill settings.

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Countries and Languages

CountriesLanguages
USAEnglish

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Extracted Fields

Asterisk (*) indicates a required field or field group. Values cannot be empty.

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Form Information

FieldDescription
FormFixed string W-8BEN, if applicable.

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Individual Information

FieldDescription
Name*The name of the individual.
CitizenshipThe country of citizenship.
Date of BirthThe individual’s date of birth.

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Address Information

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Permanent Residence Address

FieldDescription
AddressThe permanent residence address of the individual.
City and State or ProvinceThe permanent residence address of the individual.
CountryThe permanent residence address of the individual.

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Mailing Address

FieldDescription
AddressThe address to which correspondence should be sent.
City and State or ProvinceThe address to which correspondence should be sent.
CountryThe address to which correspondence should be sent.

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Tax Identification

FieldDescription
SSN or ITINThe individual’s Social Security Number (SSN) or Individual Taxpayer Identification Number (TIN).
Foreign Tax IDThe foreign Tax Identifying Number (Foreign TIN).
FTIN Not Legally RequiredSpecifies that FTIN is not legally required.
Reference NumberAny useful referencing information.

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Tax Treaty Information

FieldDescription
Resident ofThe country where the beneficial owner is resident for income tax treaty purposes.

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Special Rates and Conditions

FieldDescription
Article and ParagraphSpecial rates and conditions for individuals who are claiming treaty benefits.
RateSpecial rates and conditions for individuals who are claiming treaty benefits.
IncomeSpecial rates and conditions for individuals who are claiming treaty benefits.
Additional ConditionsSpecial rates and conditions for individuals who are claiming treaty benefits.

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Certification

FieldDescription
Capacity to SignSpecifies that an authorized representative or agent have the capacity to sign for the person identified on the Name of Individual field.
DateThe date of signing.
Printed NameThe printed name of the individual.

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Key Fields

  • Name
  • Date