Who needs to fill out a W8BEN E?

For most active Canadian companies , the W8-BEN-E form will be used to determine that no withholding taxes should apply on the money paid to you due to the Canada – US tax treaty.

Who Must Provide Form W-8BEN-E. You must give Form W-8BEN-E to the withholding agent or payer if you are a foreign entity receiving a withholdable payment from a withholding agent, receiving a payment subject to chapter 3 withholding, or if you are an entity maintaining an account with an FFI requesting this form.

It has most of the required fields, but they are quite easy to fill in.

A W-8BEN form is a tax document used to certify that your country of residence for tax purposes is outside of the United States . It is required because of an intergovernmental agreement between Canada and the U.S. which obligates Canadian Financial Institutions to provide this information.