MINI-QUIZ · 30 SECONDS · FREE

Your client asks you for a form: W-9 or W-8BEN?

Choosing wrong is not a detail: the wrong form can trigger 24–30% withholding on your payments, or declare something you're not. Three questions and we tell you which one applies to your case.

Which form applies to you?

General guidance for the most common cases. Cases with treaties, ECI or mixed structures: professional consultation.

Question 1 of 3

Are you a U.S. citizen or a U.S. tax resident?

Question 2 of 3

Is the form for you as an individual, or for an entity?

Question 3 of 3

What type of entity is it?

YOUR RESULT

Form W-9

The form for "US persons"

You are (or your entity is) a "US person" for the IRS: citizens, tax residents, U.S. corporations and partnerships. The W-9 certifies your TIN (SSN or EIN) so whoever pays you reports correctly — normally with no withholding.

A U.S. C-Corp uses a W-9 even if its owner is foreign: the entity is a "US person"; the owner is not. They are separate analyses.
YOUR RESULT

Form W-8BEN

Foreign individual (non-U.S. resident)

It certifies to whoever pays you that you are a foreign person. It serves to avoid the 24% backup withholding and, if your country has a tax treaty with the U.S., to claim reduced rates on dividends and interest.

It expires: it's valid for the year it's signed + 3 calendar years. If your situation changes (you move to the U.S., for example), it must be updated sooner.
YOUR RESULT

Form W-8BEN (the owner's) — not W-9

The most common mistake of non-resident LLCs

Your single-member LLC is "disregarded" for the IRS: for tax purposes, it's you. Even though the LLC is American and has an EIN, the owner signs the form: a W-8BEN with your details as a foreign individual (the LLC can be mentioned on the "disregarded entity" line).

Signing a W-9 "because the LLC is from the U.S." is declaring yourself a US person when you're not: incorrect reports in your name and trouble proving otherwise later. If a client insists on the W-9, that's the moment for a consultation.
YOUR RESULT

Form W-8BEN-E

Foreign entities

The version for companies: it certifies that the entity is foreign, its classification (corporation, partnership, etc.) and whether it claims treaty benefits. It's longer than the individual W-8BEN — 30 parts, though most only complete 3 or 4.

Which parts to complete depends on your entity's classification and on chapter 4 (FATCA). Here, "filling it in as best I can" gets expensive: it's worth doing it with someone who does it often.
YOUR RESULT

First: define your situation

Uncertain tax residency or unknown classification

The correct form depends on something prior: your tax residency (substantial presence test, visa, green card) or your entity's classification with the IRS. Signing the wrong one generates incorrect reports that are costly to reverse later.

The table that clears everything up

The three forms side by side. Bookmark this page: you'll need it again.

W-9W-8BENW-8BEN-E
Who signs it"US persons": citizens, tax residents, U.S. corporations and partnershipsForeign individuals (non-residents)Foreign entities (companies from your country)
What it certifiesYour TIN (SSN/EIN) as a US personThat you are foreign; allows claiming a treatyThat the entity is foreign + its classification
Typical withholdingNo withholding (except 24% backup withholding if there are TIN problems)30% on U.S. passive income (dividends, royalties) or less with a treatySame as W-8BEN, depending on treaty and classification
ExpirationDoesn't expire (renewed if data changes)Year signed + 3 calendar yearsYear signed + 3 calendar years
Single-member U.S. LLC with a foreign ownerSpecial case: the LLC is "disregarded" → the owner signs a W-8BEN (individual) — not a W-9, even though the LLC is American
Common mistakeSigning it "because my LLC is from the U.S." while being a non-residentLetting it expire and eating the 30%/24% withholdingGetting the FATCA classification wrong

Formed your LLC and nobody explained any of this?
That's usually the symptom of a "cheap" formation. The 15-min consultation sorts it out: $29.

Book a $29 consult
Important notice: This tool covers the most common cases in an indicative and educational way. The choice of form depends on your tax residency, your entity's classification, applicable treaties and whether you have effectively connected income (ECI) — cases that require individual analysis. It does not constitute tax or legal advice and does not create a professional-client relationship. Sumalis is part of the Onell.us / Emprendenus ecosystem.

And after you calculate?

The calculator gives you the number. Emprendenus executes it.

LLC + EIN, annual compliance (Form 5472, state report), Florida apostilles and online notarization — with a CPA who works with you in English or Spanish.

Meet Emprendenus → 15-min consult · $29