Form Instructions W-8BEN IN 2021-2025

Form Instructions W-8BEN IN: What You Should Know

However, a U.S. citizen in his or her own right should complete the Form W-8BEN. 4. Part II—Information To Be submitted by Beneficial Owner and a Trustee of the Trust Instrument: 5. Part I—Identification of Beneficial Owner, Date completed, Date signed and Date notarized:6. Part II—Information To Be submitted by Beneficial Owner: and:7. Part III—The Name of the Trust Instrument:8. Part IV—The Amount of Gross Interest, Gross Proceeds and Net Proceeds:9. Part V—A statement of the name, address, and date of birth of each individual, whether a United States citizen or not:10. Part VI—The number of shares of the class of stock or classes of stock held by the Beneficial Owner at the beginning of each year of the Trust. The beneficiary (or beneficiaries) may list any shares held by more than one trustee if that is customary in the granter trust and if the beneficiary (or beneficiaries) signs the Form W-8BEN as if he or she held any, all, or none of the shares (and is otherwise listed on the Form W-8BEN): Note that the Beneficial Owner can choose to list any trust instrument in which he is a director or officer of the trust, and the Trust Fund Company will list him and all the officers of the Trust Fund Company on the first page of the trust instrument. Note that the Beneficial Owner can choose to list any trust instrument in which he is a director or officer of the trust, and the Trust Fund Company will list him and all the officers of the Trust Fund Company on the first page of the trust instrument. Form W-8BEN is not the authority for you to take any other action than filing the Form W-8BEN. You should not send your Form W-8BEN in error or with an incorrect or incomplete information.  I've got a lot of work to do and will probably not do some of these steps today.

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