Certification of Chapter 3 Status: Parts III Through VIII

You should only complete one part from Parts III through VIII. Generally, if you are acting in multiple capacities, you should provide separate Forms W-8IMY for each capacity. For example, if you are acting as a QI for one account, but an NQI for another account, you should provide one Form W-8IMY in your capacity as a QI and a separate Form W-8IMY in your capacity as an NQI.

You may, however, provide a single Form W-8IMY that covers more than one category of QI provided that you properly identify the accounts and/or transactions, as required, on a withholding statement. For example, if you are a QI that acts as both a QI and a QDD, you may provide a single Form W-8IMY with a withholding statement designating each type of account or transaction.