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US Person Guidance

Form W-9 Requirement

Because you declared yourself as a **US Person** (citizen, resident alien, or US-registered business), you must submit a **Form W-9** (Request for Taxpayer Identification Number and Certification) to your payers.

Next Steps:

Download the official Form W-9 PDF from the IRS website.
Fill in your Legal Name, Business Type, and Taxpayer Identification Number (usually your SSN or EIN).
Sign and date the document under penalties of perjury.
Send it securely to the client requesting your tax details. Do not file it with the IRS directly.

Download Official Form W-9 (PDF)

Foreign Entity Guidance

Form W-8BEN-E Requirement

Because you are a **Non-US Business Entity** (corporation, partnership, or organization) receiving payments from the US, you must submit a **Form W-8BEN-E** rather than the individual W-8BEN.

Important Considerations:

Form W-8BEN-E is highly complex, spanning 8 pages with multiple tax classifications (FATCA status). You must specify your entity category (e.g., Active NFFE) to ensure proper reporting and avoid withholding taxes.

Download Form W-8BEN-E (PDF)

Form W-8BEN

Rev. October 2021 | Department of the Treasury IRS

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting

IRS

Visual Helper: The fields highlighted below correspond to the inputs in the left column. Focus on an input field to see where its data belongs on the official W-8BEN form.

Part I: Identification of Beneficial Owner

1. Name of individual beneficial owner: John Doe

2. Country of citizenship: United Kingdom

3. Permanent residence address (street, apt., or suite no., or rural route): 12 Baker St, London, UK

4. Mailing address (if different from above): (Same as permanent address)

5. U.S. taxpayer identification number (SSN or ITIN), if required: None / Not required

6a. Foreign tax identifying number (FTIN): UK-National-Insurance

6b. Check if FTIN not legally required: ☐ Unchecked

7. Reference number(s) (optional): None

8. Date of birth (MM-DD-YYYY): 05-24-1992

Part II: Claim of Tax Treaty Benefits (for chapter 3 purposes)

Line 9: I certify that the beneficial owner is a resident of United Kingdom within the meaning of the income tax treaty between the United States and that country.

Line 10: Special rates and conditions (if applicable):

The beneficial owner is claiming the provisions of Article 14 of the treaty identified on line 9 above to claim a 0% rate of withholding on Independent Personal Services.

Explanation of additional conditions: The foreign beneficial owner performs services entirely outside the US, maintaining no permanent establishment in the United States.

Tax Engine Disclosure & Disclaimer This interactive sheet is a visualization tool designed to locate and prepare tax data placements based on bilateral tax treaty information. It does not constitute legal or formal tax advice. Always cross-reference instructions with the official IRS guidelines before final submission.

FinFree Tax Compliance Engine Download Blank IRS W-8BEN Form

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US Tax Status Classifier

Treaty Rate Estimator

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W-8BEN Guide Data (Part I)