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Last Updated: 05 May 2014

In Notice 2014-33, released on May 2, 2014, the IRS announced FATCA transitional relief, including an extension of six month to treat entity accounts as preexisting obligations, as well as acknowledging the next two years will be a transitional period.

• pdf NOTICE 2014-33 (65 KB)

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Last Updated: 05 May 2014

The IRS has published a new version of Form W-8IMY, that incorporate FATCA certifications for non-US intermediaries.

• pdf FORM W-8IMY (04-14) (257 KB)

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Last Updated: 29 March 2014

The IRS has released a new Form W-8BEN-E, certificate of beneficial owner for entities.

• pdf FORM W-8BEN-E (02 14) (263 KB)

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Last Updated: 25 March 2014

The IRS has published a new Form W-8BEN for individuals.

• pdf FORM W-8BEN (02-14) (66 KB)
• pdf INST W-8BEN (02-14) (187 KB)