W8BEN of Indian individual

Question

I need help in filling W8BEN form. I will use this to reduce (or zero) my 401K withholding (whenever I withdraw money) as there is a treaty between India & US.

I am not sure what should I fill in point 10.

I only have 401k money.

W8BEN Form

Instructions to fill W8BEN

Point 10 from W8BEN form

Rupert Morrish · Answer

If you're only withdrawing from your 401(k), I believe you can leave it blank.

Line 10 must be used only if you are claiming treaty benefits that require that you meet conditions not covered by the representations you make on line 9 and Part III. For example, persons claiming treaty benefits on royalties must complete this line if the treaty contains different withholding rates for different types of royalties.

W8BEN of Indian individual

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