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Foreign Status Certification
Other Requests and Preferences
  
If an account is held by a non-resident alien or a foreign entity1, Fidelity must have a Certification of Foreign Status on file for the account. This information is required for U.S. tax withholding purposes on income earned in your Fidelity account. To provide or update your Certification, complete the appropriate form below2.
 Forms and Instructions
Description Forms Instructions
Certification of Foreign Status of Beneficial Owner for United States Tax Withholding W-8BEN (PDF) W-8BEN (PDF)
Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding W-8EXP (PDF) W-8EXP (PDF)
Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding W-8IMY (PDF) W-8IMY (PDF)
Certificate of Foreign Person's Claim That Income is Effectively Connected with the Conduct of a Trade or Business in the United States W-8ECI (PDF) W-8ECI (PDF)
1 A non-resident alien is an individual who is not a citizen or resident of the United States. A foreign entity is a foreign corporation, partnership, intermediary, estate, or trust.
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