Foreign Account Tax Compliance Act (FATCA) Forms
Let M&T help you access the multiple tax documents used to communicate between withholding agents, their payees and the Internal Revenue Service (IRS).
Access the forms you need for FATCA compliance.
The following forms are key elements to FATCA compliance and can be used to facilitate the identification of the payee’s FATCA classification, registration with the IRS, and the year-end reporting requirements.
Form W-9
Request for Taxpayer Identification Number and Certification
Form W-8BEN
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
Form W-8BEN-E
Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
Form W-8EXP
Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting
Form W-8ECI
Certificate of Foreign Person’s Claim that Income Is Effectively Connected with the Conduct of a Trade or Business in the United States.
Form W-8IMY
Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding
Form 1042
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
Form 1042-S
Foreign Person’s U.S. Source Income Subject to Withholding
Have questions?
If you have any additional questions, please contact your tax advisor or visit the IRS FATCA website.
