Form W-8BEN-E (Entities)

AutoTaxForms.com

Part I — Identification of Beneficial Owner

1. Organization legal name

2. Country of incorporation/organization

3. Disregarded entity receiving payment (if any)

4. Chapter 3 status (entity type)

5. Chapter 4 (FATCA) status

6. Address line 1

City

State / Province

Postal code

Country

7. Mailing address is the same as permanent address

7. Address line 1

City

State / Province

Postal code

Country

8. Provide U.S. TIN (if required)

9a. GIIN

9b. Foreign TIN

9c. FTIN not legally required

10. Reference number(s)

Part III — Claim of Tax Treaty Benefits

Part XXX — Certification and Signature

Use your mouse or finger to sign.

When platforms request W-8BEN-E

Entities, agencies, and partnerships generally submit W-8BEN-E before receiving U.S.-source payments. Deliver the signed PDF to each payer rather than the IRS.

Marketplaces and SaaS platforms onboarding foreign agencies
U.S. companies hiring non-U.S. contractors through entities
Payment processors (Stripe, Payoneer) validating FATCA status

Before you export

Confirm the Chapter 3 status aligns with your home jurisdiction taxation.
Choose a FATCA status that matches the entity’s operations; add a GIIN when required.
Attach a Foreign TIN or check the box explaining the legal exemption.
Use the treaty helper to select the correct article, rate, and Limitation on Benefits clause.

After downloading the PDF

Keep the signed form on file for at least three years (or earlier if facts change).
Upload the PDF to each requester’s tax center or vendor portal.
Update the form whenever ownership, residency, or FATCA classification changes.
Email support@pickrabbit.net if you need a human review.