Complete the W-8BEN (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.
✅ 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.
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.
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.
Line 6b – No FTIN Available
Check this box only if your country does not issue FTINs.
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.
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.
⚠️ 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.
Still have questions? Please reach out to vendors@lumanu.com