How to fill up the W-8BEN form

If you’re a non US citizen applying to join Commission Junction or many other US based companies’ affiliate programs, you will be required to fill up the W-8BEN form and mail or fax the form over.

So first things first, you can download the W-8BEN form at the IRS website here.

For non US citizens, there are just a few fields you need to fill, namely for :

1) Your name in full

2) Your country

3) Type of owner - if you’re an individual than tick “individual”

4) Your address

9) Tick the box [a] for “The beneficial owner is a resident of….” and input your country’s name in the empty field. Ignore the rest (b-e), as in all likelihood you and your country has no tax treaty with the United States.

11) Tick the box for -“I have provided or will provide a statement that identifies those notational principal contracts…”

Sign at the bottom and input the date (month-day-year format).

Here is a bigger picture of the form and the areas to fill; if you need to view how it is done.

w8-sample.jpg

To be fair, this form is really only meant for individuals with earnings that are “sourced from the US” but since many US companies still ask for it, if you were asked to provide this form, consider it red tape that needs to be done.

Most individuals who conduct small business on the Web are not classified as earning from revenue sourced in the US, since they are likely to be renting a US based webhost to run their websites, and not owning a webhosting business there. Which is why Google themselves do not have this requirement for non US folks and they explain it more over here. To quote them:

Non U.S. Business (No U.S. Activities )

United States (U.S.) Activities involve having employees or owning equipment in the U.S. that are involved in any way with revenue earned through the AdSense program. This includes, but is not limited to, owning a web server or owning a hosting service in the U.S., or having employees in the U.S. who are involved in either:

1. setting up a web server, hosting service, or website
2. developing content for your website
3. marketing to create a user base for your site
4. telephone support for your site
5. buying products for your site
6. maintaining your site

Generally, utilizing an unrelated third-party U.S. web hosting service to host your web pages, renting web servers that are located in the U.S. from an unrelated third party, or having your payment sent to a U.S. Post Office Box or mail forwarding address, do not of themselves constitute U.S. Activities.

If you do not have U.S. Activities, please visit the Tax Information page under your My Account tab where you will agree to a statement to that effect. No tax forms are required in this instance.”

In all likelihood, if you’re not a US citizen, you will encounter many instances where you would be asked to submit this form, so it’s best to just fill the form up, and post it off.

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9 Responses to “How to fill up the W-8BEN form”

  1. I suppose the best of the answers.. though he missed to inform about entering your CJ Reference No :)

  2. Thanks for that tip. Actually, it’s meant to be general and not just for CJ, but yeah, if you’re filling for CJ, you’d need to input your CJ account number under Part 1 and point 8] Reference Number.

  3. Thanks man. That saves a lot of time.

  4. Thanks for the help.My broker has sent me the form with no instructions and I would have given up had it not been for your blog.

  5. I am an individual from pakistan and earning only $100 from cpx interactive and also i dont have any tax id here, will anyone plz tell me are the given steps by you are ok or i have to fullfill some other fields also ?

    One more thing is should we have to type the whole form at computer or we can fill form by handwritten ?

  6. @Panwar,

    You just need to follow these steps, but take note of Part 1 and point [8] Reference Number….if CPX interactive gives you an account number, you might have to fill in that field with it. Also, you can certainly fill the W-8BEN form by handwriting. Just make sure you write clearly and in capital letters to avoid any confusion.

  7. Cool

  8. hi,I am an individual from India.I have opened a checking account in united states just for visiting purpose as I am a visitor to united states.The bank has asked me to fill this form.Do I have to fill this form the same way you have mentioned above or have to make any changes? I have no source of income in US.
    Thanks.

  9. Hi harshil

    You just have to fill the form like that and it will be ok, at least for 90% of cases. If you are just an individual and have no business interests within the United States, than that’s how you should fill it up.

    Regards

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