Checklist of Tax Documents

US Citizens and Permanent Residents

W9
1099


B1/B2/WB/WT – Visa Waiver/Esta

W-8BEN
8233 (If exercising a tax treaty, with Taxpayer ID Number)
HRS0050

 

J1

W-8BEN
8233 (If exercising a tax treaty, with Taxpayer ID Number)

 

Documents/Forms

W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W-9 Request for Taxpayer Identification Number and Certification
W-7 Application for IRS Individual Taxpayer Identification Number
SS-5 Application for a Social Security Card
8233 Exemption From Withholding on Compensation for Independent (and Certain Dependent)

 

Resources

Taxpayer Identification Number
http://www.irs.gov/businesses/small/international/article/0,,id=96696,00.html

Social Security Number
http://www.ssa.gov/ssnumber/ss5doc.htm