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Lesson 5 provides a general overview of each part of the form including headers and the various parts and certifications we will see as we… Read More »Lesson 5: W-8IMY Walkthrough Part 1

Lesson 3 continues explaining in detail the types of entities that would complete and provide Form W-8IMY to a withholding agent including non-U.S. partnerships, non-U.S.… Read More »Lesson 3: W-8IMY Overview Part 3

Lesson 2 explains in detail the types of entities that would complete and provide Form W-8IMY to a withholding agent including non-U.S. branches of U.S.… Read More »Lesson 2: W-8IMY Overview Part 2

In Lesson 1, we will provide a brief introduction of the Form W-8IMY, highlighting its purpose and the intermediaries, flow-through entities, and U.S. branches that… Read More »Lesson 1: W-8IMY Overview Part 1

Lesson 6 completes the line by line discussion of chapter 3 and 4 status certifications and their requirements and sets up the final lesson on… Read More »Lesson 6: W-8EXP Walkthrough Part 5

Continuing with the line by line walk through of chapter 3 certifications, Lesson 5 discusses the next set of certifications and requirements for each.

Lesson 4 continues walking through each line on Form W-8EXP including taxpayer identification numbers, and certifications for certain chapter 3 statuses.

Lesson 3 walks through each line that identifies the exempt entity completing Form W-8EXP and their requirements including the name, address, chapter 3, and chapter… Read More »Lesson 3: W-8EXP Walkthrough Part 2

Lesson 2 begins a line by line walkthrough of Form W-8EXP beginning with the form headers and identification of the exempt entity. It continues to… Read More »Lesson 2: W-8EXP Walkthrough Part 1

In Lesson 1, we will provide a brief introduction of the Form W-8EXP, highlighting its purpose and the exempt entities that generally should provide Form… Read More »Lesson 1: Overview