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If you’re submitting tax information as a non-U.S. business or entity, and want to claim tax treaty benefits, this guide will walk you through completing the W-8BEN-E form step by step.

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📝 Step 1: Start the form

• In the Tax Form section of the widget, click “Complete a Tax Form” button.
• If you already started one, click the “pencil icon” to continue.

🌍 Step 2: Select your tax status

• You’ll see a screen asking if you’re a U.S. Person. If you’re not, select “I am not a U.S. Person”.
• Then choose “I am a Corporation”.

✅ Step 3: Certify that you are a Non-U.S. person

• At this step, you’re asked to confirm that you are not a U.S. citizen or tax resident, and that the services you provide are performed outside of the U.S..
• What to check:
  • ✅ Check the first box to certify that you are not a U.S citizen.
  • ⦿ Select “I provide services exclusively from outside of the United States”.
• Type your full name in the certification box below, and click “Certify” button.

🙋‍♀️ Step 4: Enter business information

Provide your basic personal details and permanent residence. Please make sure all information matches your legal documents and tax records.

• Name of Organization: Your full legal business name.