Form W-8BEN-E (Rev. October 2021) — Free Fillable PDF Generator

Part I — Identification of beneficial owner

Line 1 — Name of organization *

The entity that beneficially owns the income, as named in its organizing documents.

Line 2 — Country of incorporation or organization *

Full country name, no abbreviations.

Line 4 — Chapter 3 status (entity type) *

CorporationPartnershipSimple trustComplex trustGrantor trustEstateTax-exempt organizationPrivate foundationDisregarded entityForeign government — controlled entityForeign government — integral partCentral bank of issueInternational organization

What the entity IS for U.S. tax purposes. A private limited company (Pvt Ltd, GmbH, SARL…) is generally a corporation unless it elected otherwise.

Line 5 — Chapter 4 (FATCA) status *

Active NFFE — an operating business (less than 50% passive income and assets)Passive NFFE — mostly passive income/assets (holding or investment vehicle)Publicly traded NFFE or affiliate of oneOther status — I'll select it on the downloaded PDF

NFFE = non-financial foreign entity. Most real operating companies (software, services, trade) are ACTIVE NFFEs. Holding companies and investment vehicles are typically PASSIVE NFFEs. Banks, funds, and other financial institutions have different statuses — choose "Other" and complete the matching Part on the downloaded PDF.

Line 6 — Permanent residence address (street) *

The entity's address in its country of residence — not a P.O. box or in-care-of address.

City or town, state or province, postal code *

Country *

Mailing address is different

Line 8 — U.S. taxpayer identification number (EIN)STAYS ON YOUR DEVICE

Many foreign entities don't have a U.S. EIN and leave this blank — required only for certain claims (see instructions).

Line 9b — Foreign tax identifying number (FTIN)STAYS ON YOUR DEVICE

Generally required for accounts at U.S. financial institutions, unless the entity's country doesn't issue one.

Line 9c — Check if an FTIN is not legally required

Part III — Claim of tax treaty benefits (optional)

Fill this only if the entity's country has an income tax treaty with the U.S. and you're claiming a reduced withholding rate. Without it, the default 30% withholding generally applies.

The entity is claiming tax treaty benefits

Part XXX — Certification

I certify that I have the capacity to sign for the entity identified on line 1 *The signer must be authorized — an officer, director, or someone holding authority for the entity.

Print name of signer *

Date (MM-DD-YYYY) *

Form W-8BEN-E, line by line

Line 1 — Name of organization: The entity that beneficially owns the income, as named in its organizing documents.
Line 2 — Country of incorporation or organization: Full country name, no abbreviations.
Line 4 — Chapter 3 status (entity type): What the entity IS for U.S. tax purposes. A private limited company (Pvt Ltd, GmbH, SARL…) is generally a corporation unless it elected otherwise.
Line 5 — Chapter 4 (FATCA) status: NFFE = non-financial foreign entity. Most real operating companies (software, services, trade) are ACTIVE NFFEs. Holding companies and investment vehicles are typically PASSIVE NFFEs. Banks, funds, and other financial institutions have different statuses — choose "Other" and complete the matching Part on the downloaded PDF.
Line 6 — Permanent residence address (street): The entity's address in its country of residence — not a P.O. box or in-care-of address.
Line 8 — U.S. taxpayer identification number (EIN): Many foreign entities don't have a U.S. EIN and leave this blank — required only for certain claims (see instructions).
Line 9b — Foreign tax identifying number (FTIN): Generally required for accounts at U.S. financial institutions, unless the entity's country doesn't issue one.
Line 14b — Limitation on benefits (LOB) category: Which test in the treaty's anti-abuse (LOB) article the entity satisfies. For a small private company owned by residents of the same country, the ownership and base erosion test is the most common; an operating business may instead qualify under the active trade or business test. Not sure? Ask the AI Tax Assistant with your treaty country.
Part XXV — I certify the entity is a foreign entity that is not a financial institution, with less than 50% passive gross income (prior year) and less than 50% passive-producing assets: The Active NFFE test: an actual operating business. Passive income means dividends, interest, rents, royalties and similar.
Substantial U.S. owners: A substantial U.S. owner generally means a U.S. person with more than a 10% interest. If 26c applies, attach the owner details to the downloaded PDF.
I certify that I have the capacity to sign for the entity identified on line 1: The signer must be authorized — an officer, director, or someone holding authority for the entity.

Part I — Identification of beneficial owner

Line 1 — Name of organization *

The entity that beneficially owns the income, as named in its organizing documents.

Line 2 — Country of incorporation or organization *

Full country name, no abbreviations.

Line 4 — Chapter 3 status (entity type) *

What the entity IS for U.S. tax purposes. A private limited company (Pvt Ltd, GmbH, SARL…) is generally a corporation unless it elected otherwise.

Line 5 — Chapter 4 (FATCA) status *

Line 6 — Permanent residence address (street) *

The entity's address in its country of residence — not a P.O. box or in-care-of address.

City or town, state or province, postal code *

Country *

Mailing address is different

Line 8 — U.S. taxpayer identification number (EIN)STAYS ON YOUR DEVICE

Many foreign entities don't have a U.S. EIN and leave this blank — required only for certain claims (see instructions).

Line 9b — Foreign tax identifying number (FTIN)STAYS ON YOUR DEVICE

Generally required for accounts at U.S. financial institutions, unless the entity's country doesn't issue one.

Line 9c — Check if an FTIN is not legally required

Part III — Claim of tax treaty benefits (optional)

Fill this only if the entity's country has an income tax treaty with the U.S. and you're claiming a reduced withholding rate. Without it, the default 30% withholding generally applies.

The entity is claiming tax treaty benefits

Part XXX — Certification

I certify that I have the capacity to sign for the entity identified on line 1 *The signer must be authorized — an officer, director, or someone holding authority for the entity.

Print name of signer *

Date (MM-DD-YYYY) *

Form W-8BEN-E, line by line

Line 1 — Name of organization: The entity that beneficially owns the income, as named in its organizing documents.
Line 2 — Country of incorporation or organization: Full country name, no abbreviations.
Line 4 — Chapter 3 status (entity type): What the entity IS for U.S. tax purposes. A private limited company (Pvt Ltd, GmbH, SARL…) is generally a corporation unless it elected otherwise.
Line 5 — Chapter 4 (FATCA) status: NFFE = non-financial foreign entity. Most real operating companies (software, services, trade) are ACTIVE NFFEs. Holding companies and investment vehicles are typically PASSIVE NFFEs. Banks, funds, and other financial institutions have different statuses — choose "Other" and complete the matching Part on the downloaded PDF.
Line 6 — Permanent residence address (street): The entity's address in its country of residence — not a P.O. box or in-care-of address.
Line 8 — U.S. taxpayer identification number (EIN): Many foreign entities don't have a U.S. EIN and leave this blank — required only for certain claims (see instructions).
Line 9b — Foreign tax identifying number (FTIN): Generally required for accounts at U.S. financial institutions, unless the entity's country doesn't issue one.
Line 14b — Limitation on benefits (LOB) category: Which test in the treaty's anti-abuse (LOB) article the entity satisfies. For a small private company owned by residents of the same country, the ownership and base erosion test is the most common; an operating business may instead qualify under the active trade or business test. Not sure? Ask the AI Tax Assistant with your treaty country.
Part XXV — I certify the entity is a foreign entity that is not a financial institution, with less than 50% passive gross income (prior year) and less than 50% passive-producing assets: The Active NFFE test: an actual operating business. Passive income means dividends, interest, rents, royalties and similar.
Substantial U.S. owners: A substantial U.S. owner generally means a U.S. person with more than a 10% interest. If 26c applies, attach the owner details to the downloaded PDF.
I certify that I have the capacity to sign for the entity identified on line 1: The signer must be authorized — an officer, director, or someone holding authority for the entity.

Form W-8BEN-E — Certificate of Status of Beneficial Owner (Entities)

Part I — Identification of beneficial owner

Part III — Claim of tax treaty benefits (optional)

Part XXX — Certification

Form W-8BEN-E, line by line

Form W-8BEN-E — Certificate of Status of Beneficial Owner (Entities)

Part I — Identification of beneficial owner

Part III — Claim of tax treaty benefits (optional)

Part XXX — Certification

Form W-8BEN-E, line by line