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DRAFT Instructions for Requester of Forms W-8!!

On May 7, 2022, the Internal Revenue Service (IRS) published DRAFT Instructions for the Requester of Forms W-8BEN, BEN-E, ECI, EXP, and IMY, revised as of June 2022. These instructions address updates that the IRS made to Forms W-8 and their accompanying instructions over the last year. The DRAFT Instructions to Requester include guidance regarding the following:

  • Section 1446(f).

  • Section 871(m) regulations and qualified securities lenders (QSLs).

  • Foreign Taxpayer Identifying Number (FTIN) and where they are not legally required.

  • Nonqualified Intermediaries (NQIs) that provide alternative withholding statements.

  • Electronic signatures.

  • Section 6050Y reporting

Check out the DRAFT Instruction for the Requester of Forms W-8BEN, BEN-E, ECI, EXP, and IMY (Rev. June 2022) here:


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