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Acquisitions Procedures: Tax Forms

Setup forms

Vendor setup form

Current versions of W9, W8Ben, W8Ben-E forms can be found at:  Forms & Instructions | Internal Revenue Service (irs.gov)

The sample W-8BEN-E (provided by YSS).  Please feel free to send this to any vendors who have questions on what fields to fill out.  Also, if the vendor has further questions about how to fill out the form, please forward them to the following websites (we should not provide our own advice or interpretation):
a.    International Tax Office (https://your.yale.edu/work-yale/financial-management/tax-compliance-and-planning/international-tax-office)
b.    IRS-International Taxpayers (https://www.irs.gov/individuals/international-taxpayers)