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:
Form | Possible use cases |
---|---|
W-8ECI | Non-United States entity that does the following:
|
W-8IMY | Non-United States entity, such as the following:
|
W-8EXP | Non-United States and International entities, such as the following:
|
8233 | Non-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.