U.S.A.: New IRS W-8EXP form to be used as of 1 May 2024
Clearstream Banking1 informs clients that effective
1 May 2024
only W-8EXP forms issued in October 2023 can be accepted by Clearstream Banking.
This is due to an update of the W-8EXP form and instructions by the U.S. Internal Revenue Service (IRS) in October 2023. Clearstream Banking will no longer be able to accept any outdated versions of this form as of the effective date. As a consequence, any forms issued prior to October 2023 and received on or after 1 May 2024 will be rejected.
The updated versions of the W-8EXP form and instructions can be found on the IRS website:
Further information
For further information, please contact the Clearstream Banking Tax Help Desk, Clearstream Banking Client Services or your Relationship Officer.
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1. Clearstream Banking refers collectively to Clearstream Banking S.A., registered office at 42, avenue John F. Kennedy, L-1855 Luxembourg, and registered with the Luxembourg Trade and Companies Register under number B-9248, and Clearstream Banking AG (for Clearstream Banking AG clients using Creation accounts), registered office at 61, Mergenthalerallee, 65760 Eschborn, Germany and registered in Register B of the Amtsgericht Frankfurt am Main, Germany under number HRB 7500.