U.S.A.: New IRS W-8EXP form to be used as of 1 May 2024

04.01.2024

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 Clearstream Banking will no longer be able to accept any outdated versions of this form as of the effective date.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. This Announcement is published by Clearstream Banking AG (CBF), registered office at Mergenthalerallee 61, 65760 Eschborn, Germany, registered with the Commercial Register of the District Court in Frankfurt am Main, Germany, under number HRB 7500.