What tax form should I fill out?
W-9
You should complete the W-9 form if you are an individual or your entity is incorporated in the US and one of the following applies:
- You are a US citizen.
- You are a resident of the US.
- You have dual citizenship with one citizenship being US.
- You are subject to taxation as a US citizen.
- You were born in the US and have not formally renounced US citizenship.
The W-9 form can be completed online in the Medcase payment portal.
W-8BEN
You should complete the W-8BEN form if the you are an individual who is not:
- A US citizen
- A resident of the US
- Subject to taxation as a US citizen
- US born
And who:
- Has no income effectively connected with the conduct of trade or business within the US
- Is not acting as Intermediary
- Is not receiving a compensation for personal services performed in the US for which you are claiming a treaty benefit
The W-8BEN form can be completed online in the Medcase payment portal. Instructions on how to complete this form are provided.
P.O. box or in-care-of (c/o) addresses are not accepted on this tax form.
W-8BEN-E
Non-US entities that have US-sourced income are required to complete a W-8BEN-E form. This form can be completed online in the Medcase payment portal. Instructions on how to complete the form are provided.
If you enter a P.O. box or in-care-of (c/o) address on this tax form, you will be required to provide evidence of the registered address and an explanation to confirm it is the only address for the entity (see Additional Documents).
W-8ECI
You need to complete the W-8ECI form if you are an individual and your income is effectively connected with the conduct of trade or business within the US (email support@medcase.health for W-8ECI withholding rates). The W-8ECI form and instructions on how to complete the form are provided to you in the Medcase Payment Portal. This form must be downloaded, completed manually and uploaded back to the Medcase Payment Portal or Supplier Hub, depending on the access that was given to you.
W-8IMY
You need to complete a W-8IMY form if you are an entity classified as a foreign partnership, a foreign simple trust or a foreign grantor trust (and not claiming treaty benefits) or the you are an individual acting as Intermediary. The W-8IMY form and instructions on how to complete the form are provided to you in the Medcase Payment Portal. This form must be downloaded, completed manually and uploaded back to the Medcase Payment Portal or Supplier Hub, depending on the access that was given to you.
W-8EXP
You need to complete the W-8EXP form if you represent a foreign government, an international organization, a foreign central bank of issue, a foreign tax-exempt organization, a foreign private foundation or government of a US possession claiming the applicability of sections 115(2), 501(c), 892, 895 or 1443(b); and, the following applies:
- You are not an individual.
- You are not an entity incorporated in the US.
- You are not an entity that is a foreign partnership, a foreign simple trust or a foreign grantor trust (and not claiming treaty benefits).
- Your entity's income is not effectively connected with the conduct of trade or business within the US.
The W-8EXP form and instructions on how to complete the form are provided to you in the Medcase Payment Portal.This form must be downloaded, completed manually and uploaded back to the Medcase Payment Portal or Supplier Hub, depending on the access that was given to you.
8233
You need to complete an 8233 form if you are receiving compensation for personal services performed in the US for which you are claiming a treaty benefit. The 8233 form and instructions on how to complete the form are provided to you in the Medcase Payment Portal.This form must be downloaded, completed manually and uploaded back to the Medcase Payment Portal or Supplier Hub, depending on the access that was given to you.