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Instructions for Form W-8BEN-E

! respect to an account it maintains in connection

1021 Inst W-8BEN-E (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

CAUTION with a distribution agreement with a restricted

fund. A restricted distributor that, in connection with such a distribution agreement, receives a payment subject to chapter 3 withholding or a withholdable payment should complete Form W-8IMY and not this form except to the extent it holds interests in connection with such an agreement as a beneficial owner.

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▸Contents — 1021 Inst W-8BEN-E (PDF)

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