Create a Form W-8BEN

The following is an example of creating a Form W-8BEN.


Generating a Form W-8BEN

To create a Form W-8BEN directly from our API you'll need information about the Payee and the associated form fields values.

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tin or tinFingerprint ?

We allow you to pass either the plain text tin or a previously created tinFingerprint.

curl --request POST \
     --url https://sandbox-api.withabound.com/v4/documents/w-8ben \
     --header 'accept: application/json' \
     --header 'content-type: application/json' \
     --data '
      {
        "payee": {
          "name": "Ada Lovelace",
          "tin": "111111111",
          "dateOfBirth": "1986-03-23",
          "foreignTin": "DQ123456C",
          "citizenshipCountry": "GB",
          "permanentResidence": {
            "address": "256 Byron Street",
            "address2": "Suite 32",
            "city": "Palo Alto",
            "state": "CA",
            "postalCode": "94306",
            "country": "US"
          },
          "mailingAddress": {
            "address": "256 Byron Street",
            "address2": "Suite 32",
            "city": "Palo Alto",
            "state": "CA",
            "postalCode": "94306",
            "country": "US"
          }
        },
        "formFields": {
          "isForeignTinNotRequired": false,
          "taxTreatyCountry": "US",
          "taxTreatyProvisions": "Article 20",
          "taxTreatyRateOfWithholding": 0.2,
          "taxTreatyTypeOfIncome": "scholarship income",
          "taxTreatyAdditionalConditions": "",
          "referenceNumbers": [
            "10000001",
            "10000002"
          ],
          "certifiedAt": "2024-01-01T00:00:00.000Z"
        },
        "userId": "{{userId}}"
      } '

Response

The response will contain a unique documentId, the createdAt timestamp, the expiredAt timestamp and a url to the generated pdf.

{
    "id": "documentId_samplexEM8PRV7sh",
    "createdAt": "2024-01-01T00:00:00.000Z",
    "expiresAt": "2026-12-31T00:00:00.000Z",
    "url": "https://tax-documents-sandbox.s3.us-west-2.amazonaws.com/documents/FORM-W_8BEN.pdf",
    "payee": {
        "name": "Ada Lovelace",
        "tin": "*******00",
        "tinType": "INDIVIDUAL",
        "tinFingerprint": "tinFingerprint_samplehy2BWO6JJG",
        "tinVerificationId": "tinVerificationId_sample41SD71AV8f",
        "tinVerificationStatus": "MATCH",
        "dateOfBirth": "1986-03-12",
        "foreignTin": "*******6C",
        "foreignTinFingerprint": "tinFingerprint_sampleanXo4V9nL9",
        "citizenshipCountry": "GB",
        "permanentResidence": {
            "address": "43 Hilly Fields",
            "address2": "Suite 32",
            "city": "Lewisham",
            "state": "London",
            "postalCode": "SE13 7JN",
            "country": "GB"
        }
    },
    "formFields": {
        "isForeignTinNotRequired": false,
        "taxTreatyCountry": "GB",
        "taxTreatyProvisions": "Article 20",
        "taxTreatyRateOfWithholding": 0.2,
        "taxTreatyTypeOfIncome": "Scholarship income",
        "referenceNumbers": [
            "10000001"
        ],
        "certifiedAt": "2024-01-01T00:00:00.000Z"
    }
}

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Automatic Tin Verification

It's important to note that if the combination of the Payee's name and tin has not been seen before on the Abound platform, a Tin Verification will automatically be created. In the event that a new Tin Verification was created, a tinVerificationId will be returned in the response nested in the payee and/or the payer object(s).