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How do I complete the form W-8BEN?

Form W-8BEN establishes that you are not a United States citizen or an owner or foreign partner receiving a beneficial share in the income for which Form W-8BEN is being provided. Instructions for completing form W-8BEN are available from the IRS. The following summary may be helpful:

  1. Provide your individual or organizational name and your country of incorporation on lines 1 and 2.
  2. Check a single box on line 3 to indicate the individual, organizational, or corporate form of the beneficial owner.
  3. Provide your permanent address on line 4 and, if different, your mailing address on line 5. (Do not use a P.O. Box or an "in-care-of" address as a permanent address.)
  4. Fill out your taxpayer-identification number, your foreign tax-identifying number, and any useful reference numbers that may assist the payer or withholding agent on lines 6, 7, and 8.
  5. Fill in the applicable boxes on lines 9a through 9e to certify that you are eligible for tax-treat benefits as a resident of the foreign country that you name on line 9a.
  6. Follow Form W-8BEN's instructions to provide any additional information that applies to you, with explanations, on line 10.
  7. Check the box on line 11 and attach the appropriate statement if there are notional-principal contracts producing income that are not effectively connected with a business or trade conducted in the United States.
  8. Sign and date the form, and return it to ECCU.