Form W-8BEN-E, Certificate of Status of Beneficial Owner Completed Form Examples and Samples

Explore our W-8BEN-E example showing a properly completed form for a foreign investment entity. This sample highlights the correct legal entity name, country of incorporation, FATCA classification, and other crucial details for tax filing.
Form W-8BEN-E, Certificate of Status of Beneficial Owner has a complex Form Complexity Index of 75/100 — Instafill’s AI completes it in under a minute.
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Completed W-8BEN-E Form for a foreign investment entity

W-8BEN-E Example – Foreign Investment Entity

How this form was filled:

The correct legal name of the foreign entity is listed, along with its country of incorporation. FATCA status is indicated as a Passive NFFE with the GIIN provided. The form includes the entity's main office address, tax identification numbers, and is signed and dated by an authorized representative.

Information used to fill out the document:

  • Entity Name: XYZ Investments Ltd
  • Country of Incorporation: Cayman Islands
  • FATCA Status: Passive NFFE
  • GIIN: AB1234.56789.XY.000
  • Office Address: 456 Ocean Drive, Grand Cayman, Cayman Islands
  • Foreign TIN: TIN987654321
  • US TIN: 12-3456789
  • Signature: Jane Smith
  • Date: 03/01/25

What this filled form sample shows:

  • Correctly listed legal entity name and country of incorporation
  • Specified FATCA classification with GIIN
  • Accurately provided office address and foreign TIN
  • Authorized representative signature and date included

Form specifications and details:

Use Case: Foreign investment entity claiming tax treaty benefits
Form Type: W-8BEN-E
Completed W-8BEN-E Form for a foreign investment entity