Hello, YouTube! Jim Bakker here from Montebourg Tax Consultants. I had to prepare a W8-BEN-E form for a client and realized that there's nothing good on YouTube about this form. So here I am making this video today, explaining the purpose and how to complete the form. So, let's start with some background on the W8-BEN-E. This form is a certificate of status of beneficial owner of United States tax withholding and reporting. It is necessary when a U.S. entity is making reportable payments to a foreign or non-U.S. entity. Reportable payments include dividends, rents, royalties, premiums, annuities, compensation (like a salary or substitute payments for FICA and securities lending), or other fixed determinable annual or periodic payments. If you have a foreign entity receiving any of these payments from a U.S. entity, the U.S. entity is required to withhold 30 percent of that payment and remit it to the IRS. The purpose of the W8-BEN-E form is to show the U.S. company that you are not subject to the full 30 percent withholding and to certify your status as the beneficial owner. Now, let's go through a basic way to complete this form. Keep in mind that there are many options, but most companies will complete it the same way. Let's use an example where you have a Mexican company, Maxon Corporation, receiving royalties from a U.S. company for software licensing. First, fill in the entity type. In this case, it's a Mexican corporation. Then, for chapter four status, which is a little more complicated, we'll focus on the option of "active non-financial non-foreign entities." This means you are a regular active non-bank foreign corporation. If you have a bank or a non-profit organization, it's best to consult an accountant who can help you out with the form. You don't want to risk receiving...
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