Sign up to receive our latest News & Insights!

By submitting this form, you are consenting to receive marketing emails from: Philip Stein & Associates, Mailing Address: POB 45414 , Jerusalem, 91451, http://www.pstein.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

W8 / W9 Forms

W-8 Form

The W8 comes in various versions, including W-8BEN, W-8BENE, W8-IMY, and others.

As a non-US citizen, you may be asked to fill out a W8 by your bank or financial institution to identify your US tax status as non-American.

  • The different W-8 forms, are for different types of entities or people.  
    • The W-8BEN is for non-US individuals  
    • The W-8BENE is for non-US corporations or trusts
    • The W-8IMY is for non-US partnerships

If you are registered as a financial institution, you will be required to submit your GIIN number, which we can help you apply for.

You may be surprised to be asked for this form, but it is standard practice – be in touch with one of our advisors to discuss whether you may have other filing requirements that require attention.

W-9 Form

You may be asked to fill out a W9 form by your bank, investment advisor or pension fund when opening an account. These various institutions require their clientele to complete this form to identify American citizens to the US government.

The W9 form is straightforward and only requires you to provide your name, address, social security number and entity type (individual, partnership, corporation, etc.).

An example of this form can be found below: