What is a W-8BEN-E form?
A W-8BEN-E form is a US Tax form used for Entities (Companies, Trusts and SMSFs).
You must complete this form if your entity wants to trade US shares and claim the US tax treaty benefits with Australia.
How do I fill out the W-8BEN-E form?
Please also see below for the W-8BEN-E form to complete:
- W-8BEN-E Form (External link to IRS)
We’ve also created guides for you to assist with this form.
- W-8BEN-E Guide for SMSF Accounts
- W-8BEN-E Guide for Company Accounts
- W-8BEN-E Guide for Trust Accounts