W-8BEN forms as a blocker to accessing grant funding.

post by kw · 2020-02-22T01:44:52.383Z · score: 2 (2 votes) · EA · GW · None comments

This is a question post.

Hello, this is specifically asking for assistance for a group of EAs that have received travel grant funding however it may be generally useful to those who receive funding from US based organisations and need to fill in a W-8BEN form.

Essentially, in order to accept some travel grant funds we need to complete this form (https://www.irs.gov/forms-pubs/about-form-w-8-ben ). We are from Australia and New Zealand. However section 2 of the form around treatys for tax exemption appears to require some degree of expert knowledge in this area. So my question is whether others have encountered this before and may be able to assist us and/or other future recipients of grants with correctly completing this form?

As an additional thought, if this is a common time sink for those receiving grants perhaps it would be worthwhile writing up a guide (assuming such a resource doesn't already exist).

Thanks,

Kyle

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