The term chapter 4 status means a person’s status as a U.S. person, specified U.S. person, foreign individual, participating FFI, deemed-compliant FFI, restricted distributor, exempt beneficial owner, nonparticipating FFI, territory financial institution, excepted NFFE, or passive NFFE.

What is a chapter 4?

A Self-Assessment – Chapter 4 is a statement of total income or profits, tax chargeable and tax paid for a particular tax year for people who are: self-employed, directors, and/or receiving income of any kind where some or all of the tax cannot be collected under the PAYE system.

How to fill out a W-8BEN form?

For use by individuals. Entities must use Form W-8BEN-E. Go to for instructions and the latest information. Give this form to the withholding agent or payer. Do not send to the IRS. • You are NOT an individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . W-8BEN-E

When do you leave Line 5 blank on W-8BEN?

If you do not have one of these identifying numbers, leave Line 5 blank. In this case, is form remains in effect until the last day of the third year after signature and submission of Form W-8BEN. For example, if you sign and submit Form W-8BEN on July 13, 2017, this form will require renewal after December 31, 2020.

When to use a reference number on W-8BEN-E?

Reference Number: If the entity filing the Form W-8BEN-E is the single owner of a disregarded entity, use line 10 to identify the disregarded entity (by name) and thereby associate the Form with an account held by the disregarded entity. A disregarded entity is an entity that is disregarded as an entity separate

What are the guidelines for completing the w-8imy?

In those cases, please refer to the Form W-8IMY. The following guidelines are provided for reference purposes and do not represent tax advice. Please consult with your tax or legal advisor should you need additional assistance in completing this Form. The Form W-8BEN-E should only be completed by a non-U.S. entity.