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      Expiring Entity W8BEN-E Report

      Learn how to view The Expiring Entity W8BEN-E Report

      How to access the report


      Step 1.       To access the report, navigate to the HubSpot landing page


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      Step 2.       On the left hand side, go to CRM

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      Step 3      . Click on Accounts

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      Step 4.       Once on the account page, select "Add A view"


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      Step 5.       In the search box enter "Expiring Entity W8BEN-E Report"



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      What is the Report?

      • Entity Accounts who have a W8BEN-E expiring at the end of the year and need to provide an updated Treaty Statement.

      How to use the Report?

      • Please review the list to determine which clients require the updated Treaty Statement. Please find the Treaty Statement form under Account Documents in the Portal.
      • Once the signed form is obtained, please submit an Account Administration service request through the CRM to update the entity’s Treaty Statement form.

      Why use this Report?

      • If the updated Treaty Statement form is not submitted by the end of the calendar year, the accounts will be subject to additional withholding taxes (typically 15%).