Printable Form Instructions W-8BEN Louisville Kentucky 2021-2025

Printable Form Instructions W-8BEN Louisville Kentucky: What You Should Know

Dear Beneficiary For this Certificate, your beneficial owner is listed as “Mr. John Smith.” Dear Beneficiary As requested, enclosed is the Certificate of Foreign Status of Beneficial Owner for United To United Share Tax Operations and you, the new holder of the Certificate must complete both items below and sign the form enclosed Please do not send this package to anyone besides yourself for delivery. The attached transfer request is the only way these instructions and FAQs may be sent. The instructions are attached with this Form. The certificate will provide you with identification as the new owner, in lieu of a paper Certificate of Foreign Status of Beneficial Owner, from the Department of State. The certificate and associated instructions will become effective on November 30, 2020. Please have Form W-8BEN with you for your records and to verify your citizenship. You do not need these at present. They are not required, but will be for certain tax matters including for certain benefits you may have. By the time this Certificate is issued, a paper Form W-8BEN will need to be filed at the office of the tax authority where the Form W-8BEN was filed. Tax authorities may send a Form W-8BEN form to the IRS for filing in the future. The information provided on this Certificate is deemed accurate only for the period covered by your Certificate. If any material changes to the certificate are made after publication, we will notify you prior to any new Form W-8BEN being issued. You do not need to print this form and return it. If you have any questions or concerns, please write to: C.V.V.BACK Department of Treasury, Office of Foreign Assets Control P.O. Box 91705 Washington, D.C. 20 Attn: John Smith If you have any questions or concerns, please write to: C.V.V.BACK Department of Treasury, Office of Foreign Assets Control P.O. Box 91705 Washington, D.C. 20 Attn: John Smith If you have any questions or concerns, please write to: Department of Treasury, Office of Foreign Assets Control P.O. Box 91705 Washington, D.C.

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