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Contact Us
 Questions?
Call us at 866-699-7971
 Mercury Capital Management, LLC
280 Amboy Avenue, 2nd floor, Metuchen,
NJ 08840
Contact Sales with your comments or questions by
email or call us at 866-699-7971 or fax us at
732-549-2323
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Open an Account
Non US persons and Entities
| Dear Client:
The US Internal Revenue Service (IRS) has
revised the forms relating to withholding on US income made to non-US
persons and entities. The IRS forms, which you previously submitted, will
expire. You need to complete, sign and return to us a new IRS form as soon
as possible.
The chart below provides a general
explanation of each IRS form. The IRS forms and instructions can be found
at
www.irs.gov/forms_pubs/forms.html. Please review the information and
determine which form applies to you. When completing these forms, please
note your account number. Complete, sign and return the form to us. Note
that we cannot accept a facsimile copy of any form.
If you have questions relating to the new
forms, please consult your tax advisor. For additional information, visit
the IRS website at
www.irs.ustreas.gov for Publication 515, Withholding of Tax on
Nonresident Aliens and Foreign Corporations.
Thank you in advance for your prompt
cooperation.
| Form |
Form Name |
Form Purpose |
|
W-8BEN (Replaces Forms W-8, Certificate of Foreign Status, and
1001, Ownership, Exemption, or Reduced Rate Certificate) |
Certificate of Foreign Status of Beneficial Owner for
United States Tax Withholding. |
For use by foreign persons including non-resident individuals and
non US corporations, partnerships, estates, and trusts who are the
beneficial owners of the income whether or not entitled to the portfolio
interest exemption or a reduced rate of withholding pursuant to a tax
treaty. |
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W-8ECI (Replaces Form 4224, Exemption From Withholding of Tax on
Income Effectively Connected With the Conduct of a Trade or Business in
the United States) |
Certificate of Foreign Person's Claim for Exemption
From Withholding on Income Effectively Connected With the Conduct of a
Trade or Business in the United States. |
For use by foreign persons or foreign entities claiming an exemption
from withholding tax on payments of US source income which is
effectively connected with the conduct of a trade or business in the US.
You must provide a US Taxpayer Identification Number (TIN) for this Form
to be valid. |
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W-8EXP (Replaces Form 8709, Exemption From Withholding on
Investment Income of Foreign Governments and International Organization) |
Certificate of Foreign Government or Other Foreign
Organization for United States Tax Withholding. |
For use by foreign governments, international organizations, foreign
central banks of issue*, foreign tax exempt organizations*, and foreign
private foundations as the benficial owner claiming an exemption from US
withholding tax. |
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W-8IMY |
Certificate of Foreign Intermediary, Foreign
Partnership, or Certain U.S. Branches for United States Tax Withholding. |
For use by foreign banks, corporations, partnerships, and certain US
branches of foreign banks which are acting as agents on behalf of
beneficial owners or other intermediaries. Certain entities will be
required to provide a US Taxpayer Identification Number. |
(back to account documents) |
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