For certain individuals, a W-8 BEN form should be submitted at onboarding. If the individual is not a registered U.S. taxpayer (not subject to a W-9), the W-8 BEN form may need to be submitted. The IRS explains here which individuals this applies to and provides instructions on completing the form. Every three years, in addition to the calendar year it was signed, a new W-8 BEN form must be submitted.
The form can be submitted in JSON, JSONC, PNG, JPEG or PDF. If submitting it in JSON, please see the W-8 BEN completed with the corresponding field names for the API here.
Note: The dates collected on the form are in a slightly different format than how they need to be submitted via Accounts API. It is requested by the user on the form in MM-DD-YYYY, but should be submitted as YYYY-MM-DD.
Updated 3 months ago