Download Forms
Below we have provided additional information about required documents. For more information about these forms and blank downloadable documents, please visit the IRS website.
*The following descriptions of the various tax forms are derived from the instructions to such forms provided by the IRS and does not constitute tax advice. META Advisors LLC cannot provide advice as to which form is applicable to any particular creditor. Please consult your own tax or legal advisors to identify and complete the appropriate tax form and to address any questions with respect to such form or forms..
W-9
Description
Form W-9 is for use by U.S. persons. Per the IRS, for federal tax purposes, a U.S. person is (i) an individual who is a U.S. citizen or U.S. resident alien; (ii) a partnership, corporation, company or association organized in the U.S. or under the laws of the U.S.; (iii) an estate (but not a foreign estate); or (iv) a domestic trust as defined in 26 CFR § 301.7707-7. For more information, see the IRS’ General Instructions for Form W-9, which will accompany the download of the form.
If you are providing this form, please be sure to use the most recent version of Form W-9, which was issued by the IRS in October 2018.
If you are providing this form, please be sure to use the most recent version of Form W-9, which was issued by the IRS in October 2018.
W-8 BEN
Description
Form W-8BEN is for use by non-U.S. persons who are individuals (not entities) and are beneficial owners of the income.
If you are providing this form, please be sure to use the most recent version of Form W-8BEN, which was issued by the IRS in July 2017.
If you are providing this form, please be sure to use the most recent version of Form W-8BEN, which was issued by the IRS in July 2017.
W-8 BEN-E
Description
Form W-8BEN-E is for use by non-U.S. persons that are entities and are beneficial owners of the income.
If you are providing this form, please be sure to use the most recent version of Form W-8BEN-E, which was issued by the IRS in July 2017.
If you are providing this form, please be sure to use the most recent version of Form W-8BEN-E, which was issued by the IRS in July 2017.
W-8 ECI
Description
Form W-8ECI is for use by non-U.S. persons claiming that income is effectively connected with the conduct of a trade or business in the U.S. Persons submitting this form to a requester file an annual U.S. income tax return to report income that is effectively connected with the conduct of a trade or business in the U.S.
If you are providing this form, please be sure to use the most recent version of Form W-8ECI, which was issued by the IRS in July 2017.
If you are providing this form, please be sure to use the most recent version of Form W-8ECI, which was issued by the IRS in July 2017.
W-8 IMY
Description
Form W-8IMY is for use by a non-U.S. person, or a U.S. branch of a foreign person, that is acting as an intermediary or flow-through entity.
If you are providing this form, please be sure to use the most recent version of Form W-8IMY, which was issued by the IRS in June 2017.
If you are providing this form, please be sure to use the most recent version of Form W-8IMY, which was issued by the IRS in June 2017.