UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Next Thread
Author: leuli Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 443  
Subject: Help with W8-BEN form Date: 1/24/2008 12:13 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Hi all,

I'm trying to setup my brokerage account, and when filling the W8-BEN form I see the term “Capacity in which acting” that appears in last part of the form. I've seen this term in other forms as well and in the IRS web site, but I can't find any explanation on what I'm supposed to write there.

I guess you guys here as fellow aliens have filled this form many times. Should I write something in this part or just leave it blank.

Thanks for any suggestions.
Print the post Back To Top
Author: peterxyz Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 437 of 443
Subject: Re: Help with W8-BEN form Date: 2/11/2008 4:41 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
<insert usual disclaimer about not playing a tax expert on TV>

There's a general guide to the W8-BEN form here;
http://www.irs.gov/instructions/iw8ben/

The section IV part is here;
http://www.irs.gov/instructions/iw8ben/ch02.html#d0e596

reading this, you have to be one of the following to sign
"Form W-8BEN must be signed and dated by the beneficial owner of the income, or, if the beneficial owner is not an individual, by an authorized representative or officer of the beneficial owner."

So I figure you get to choose between something like
- "Beneficial Owner"
- "authorized representative"
- or "Company Secretary" (or director, etc

Hope this helps

peter xyz

Print the post Back To Top
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Next Thread
Advertisement