Completing the W-8BEN Form (For Individuals)

⚠️ Disclaimer

This guide is for informational purposes only and does not constitute financial, legal or tax advice. Any decisions regarding tax filings or documentation should be made in consultation with a qualified advisor and tailored to your entity’s specific objectives and risk profile.

Use this guide to complete IRS Form W-8BEN, which is required for individuals who are not U.S. citizens or residents for tax purposes.

Note: If you are a U.S. entity or person, do not use this form—please refer to Form W-9 in app.

✅ Part I: Identification of Beneficial Owner

Line 1 – Full Legal Name

🔴 Required
Enter your full legal name as it appears on official documents.

Line 2 – Country of Citizenship

🔴 Required
Enter your country of citizenship. If you have dual citizenship, choose the country where you currently reside and are a citizen.

Important: If you are a U.S. citizen or U.S. resident for tax purposes, do not fill out this form.

Line 3 – Permanent Residence Address

🔴 Required
Enter your full residential address (no P.O. boxes allowed). This must be in the country of citizenship listed on Line 2.

Line 4 – Mailing Address

🔴 Required (if different from Line 3)
Enter your mailing address, if different from your permanent address. Leave blank if the same as Line 3.

Note: P.O. boxes are not accepted.

Line 5 – U.S. Tax Identification Number (SSN or ITIN)

Leave blank.

Line 6a – Foreign Tax Identifying Number (FTIN)

🔴 Required (if you reside outside Canada)
Enter the FTIN issued by your country of residence.

Do not enter your Canadian SIN.

Line 6b – No FTIN Available

Check this box only if your country does not issue FTINs.

You can verify this on the IRS website.

Line 8 – Date of Birth

🔴 Required
Format: MM/DD/YYYY

✅ Part II: Claim of Tax Treaty Benefits

Line 9 – Country of Residence for Tax Purposes

🔴 Required
Enter the name of the country where you are a tax resident.

Line 10 – Special Rates and Conditions

Leave blank unless specifically instructed otherwise.

✅ Part III: Certification

Tick Box

Only check this box if you are signing on behalf of the person listed on Line 1.

Signature of Beneficial Owner

🔴 Required
Print the form, sign by hand.

Digital signatures are accepted.

Date

🔴 Required
Enter the date the form is signed (MM/DD/YYYY).

Print Name of Signer

🔴 Required
Clearly print the name of the individual signing the form.

ℹ️ Additional Resources

For further instructions or to view a W-8BEN, please visit the IRS W-8BEN Instructions page or consult with a tax advisor.