W-9 & W-8BEN Tax Form Onboarding

Are you a U.S. resident?

Yes, I'm a U.S. resident (Form W-9) No, I'm not a U.S. resident (Form W-8BEN)

Are you acting as an individual or a business entity?

Individual (Form W-8BEN)

Business Entity (Form W-8BEN-E)

Note: W-8BEN-E is required for foreign business entities. Using W-8BEN for a company will make the document legally invalid.

Apt, Suite, Unit (optional)

My mailing address is different from my permanent residence address (Line 4)

Mailing Address (Line 4)

Apt, Suite, Unit (optional)

What is your business name?

Required for business entities

Most individuals can skip this step. Only fill out if you are exempt from backup withholding or FATCA reporting.

What is your Taxpayer Identification Number (TIN)?

Social Security Number Employer Identification Number

Please review your information:

Name:

Tax Classification:

Business Name:

Mailing Address:

TIN Type:

TIN Number:

I certify that:
• The TIN provided is correct
• I am not subject to backup withholding
• I am a U.S. person (including a U.S. resident alien)

Please review your information:

Name:

Citizenship:

Date of Birth:

Mailing Address:

Foreign TIN:

Under penalties of perjury, I declare that I have examined the information on this form and it is true, correct, and complete.
• I am the beneficial owner of the income
• I am not a U.S. person

Success! Almost there.

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Please open it and sign document to finalize your submission.

What is your Foreign Taxpayer Identification Number (FTIN)?

Foreign Taxpayer Identification Number

If you are claiming treaty benefits, please provide your foreign taxpayer identification number.

U.S. TIN (ITIN) (optional)

Reduce your tax rate? (Part II)

You may be eligible for a lower US withholding tax rate if your country has a treaty with the United States.

Yes, I want to apply for a lower tax rate No, I don't wish to claim benefits (Skip)

Claim of Treaty Benefits (Part II)

Country for Claiming Treaty Benefits Rate (%)

Enter the tax rate as a percentage (e.g., 0%, 10%, 15%).
Do NOT enter the Article number here - that belongs to the "Article" field.

Type of Income

I certify that I am beneficial owner of income, and I am not a U.S. person for U.S. tax purposes.

Special Rates and Conditions

Special Rate - Article

Special Rate - Paragraph Special Rate - Explanation

What is your citizenship?

Country of Citizenship

What is your date of birth?

Date of Birth (MM-DD-YYYY)

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Are you a U.S. resident?

Are you acting as an individual or a business entity?

What is your full name?

What is your federal tax classification?

What is your business name?

Exemptions (optional)

What is your Taxpayer Identification Number (TIN)?

Certification

Please review your information:

Certification

Please review your information:

Success! Almost there.

What is your Foreign Taxpayer Identification Number (FTIN)?

Reduce your tax rate? (Part II)

Claim of Treaty Benefits (Part II)

Special Rates and Conditions

What is your citizenship?

What is your date of birth?