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W-8imy withholding statement Form: What You Should Know

W-8BEN with Form W-8IMY: A person will not be considered a beneficial owner of a fund with regard to the distribution of distributions or earnings · A trust will be considered a beneficial owner of a fund with regard to the distribution of distributions and earnings. · The U.S. Internal Revenue Code defines a U.S. shareholder as a person, or a corporation, that meets the requirements of the Code regarding a “qualified trust.” U.S. shareholders are also considered a beneficial owner with regard to a public fund. Form W-8IMY Withholder Information & Documentation Each beneficial owner listed on the form will have to provide the following information: · Name — all individuals will be listed in this format on a W-8IMY; e.g. “Vic T. Y. You; 1201 W. Olympic Blvd., Phoenix, AZ 85018.” · Address; gift, or Bank account number; · Fictitious address; · Employer; · Relationship to the beneficial owner/s, if any; · Fictitious mailing address; · Date of incorporation / registration date; · Name and address of all beneficial owner(s); · Identification of any trusts under which the fund is managed; · Relationship to the beneficial owner(s); · If, at the date of the distribution, any dividends are paid to another person who is not a related  beneficial owner, whether the dividend payment was made to another person; · Relationship to the fund manager that received the payment. Beneficial owner information and documentation must be provided with a W-8BEN with Form W-8IMY; you should use the W-8BEN form instead of the W-8IMY if you are able to provide your personal tax information and tax form. If you do not have a W-8BEN with Form 8379 (EIN) or the IRS Form 8822, then you should do so before submitting a W-8IMY with Form 8379. If you are unable to submit a W-8BEN or Form 8379, you should submit the W-8IMY and a separate form or letter under penalty of perjury (Form 2106) to the following address: Treasurer Internal Revenue Service P.O.

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