Other tax forms reference

On the Tax Forms page, if you select Other, you can use the dropdown menu to select one of the other tax forms for individuals and entities outside of the United States. Refer to this table for possible use cases of these tax forms:

FormPossible use cases
W-8ECINon-United States entity that does the following:
  • Conduct active business in the United States.
  • File a United States tax return.
  • Pay United States income tax related to business in the United States
W-8IMYNon-United States entity, such as the following:
  • Partnership
  • Simple trust
  • Grantor trust (not subject to tax in its country of residence and not claiming treaty benefits)
W-8EXPNon-United States and International entities, such as the following:
  • Government
  • International organization
  • Central bank of issue
  • Tax-exempt organization
  • Private foundation
  • Government of a United States possession
8233Non-United States resident individual performing services in the territory of the United States

The system provides a link to each form and instructions for completing the form. All forms must either be completed digitally as a PDF or completed manually by hand, and then signed and attached. When submitting Form W-8IMY, you are also required to submit Withholding Certificates and a Withholding Statement. If you need assistance with completing any of these forms, refer to the form instructions or consult your tax advisor.

Note: All Other tax forms are manually reviewed. Account activation might take up to seven days.