Do I need to complete a W 8BEN form?
Andrew Mclaughlin
Published Mar 29, 2026
Form W-8BEN is a document that you must complete if you want to invest in US (United States) stocks and shares through any Account with Alliance Trust Savings (ATS). It captures information that we are required to record for the US Internal Revenue Service (IRS).
How do I fill out Aw 8BEN E?
It has most of the required fields, but they are quite easy to fill in.
- Name of your organization. Just write your full Company name.
- Country of incorporation of your organization.
- Name of a disregarded entity, receiving the payment.
- Your Entity Chapter 3 Status.
- Your entity FATCA status.
- Permanent residence address.
How do I fill out a W-8BEN-E in Canada?
How to complete W-8BEN-E Form for a Small Canadian Corporation?
- Part I 1 Enter your corporation’s name.
- Part I 2 – Enter the country of incorporation (“Canada”)
- Part I 4 – Check “Corporation”
- Part I 5 – Check “Active NFFE.
- Part I 6 – Enter corporation’s address.
Form W-8BEN is a document that you must complete if you want to invest in US (United States) stocks and shares through any Account with Alliance Trust Savings (ATS). If you do make a mistake, you will need to complete a new form.
Who needs to complete w 8BEN?
Form W-8BEN (“Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting”) must be submitted by foreign persons who receive certain types of income in the United States.
What is a W8 Ben E used for?
WHAT IS THE W-8BEN-E AND WHAT IS ITS PURPOSE? The W-8BEN-E is an IRS mandated form to collect correct Nonresident Alien (NRA) taxpayer information for entities for reporting purposes and to document their status for tax reporting purpose.
When do you need to fill out a W-8BEN?
3. That the individual is eligible for a reduced rate of tax withholding, or is exempt entirely, due to an income tax treaty between his home country and the United States. Only non-U.S. persons should use Form W-8BEN. U.S. persons file Forms W-9, W-4, and others.
Can a non u.s.entity complete the W-8BEN-E?
Please consult with your tax or legal advisor should you need additional assistance in completing this Form. The Form W-8BEN-E should only be completed by a non-U.S. entity.
Where to put reference number on form W-8BEN?
This may be done by including the name and account number of the disregarded entity on line 7 (reference number) of the form. However, if the disregarded entity is claiming treaty benefits as a hybrid entity, it should complete Form W-8BEN-E instead of this Form W-8BEN.
Do you need a w8ben to open a business in the UK?
The W8BEN form enables those who do not wish to start a business in the US or even open a satellite office and want to be able to pay their tax via the UK tax system. In fact, you will need to fill in the W-8BEN form regardless of whether you want to open a US business or not! It is just a lot easier if you don’t.
