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IRS W-8BEN and W-8BEN-E Forms What to Look For when accepting from your vendor

  • Live Dates:  1st Wednesday of Every Month
  • Time:  11:00 am - 12:00 pm ET
  • On-Demand Access:  Available Now
  • Trainer: Debra R Richardson, MBA, APPM, APM, CPRS

What You will Learn

Is your company a US entity that is required to collect the IRS W-8BEN or IRS W-8BEN-E from your Non-US vendors/payees? Don’t risk IRS fines and penalties from accepting mismatched legal name and tax id combinations, for Chapter 3 Non-FACTA payments. Get trained on what to look for and when you should send them back to your vendor for correction.   Join this virtual and interactive session where you can unmute and ask your questions and fully participate in this training.

Can't attend live? Can't attend live? Watch the latest On-Demand recording! 

  • What to Look For: IRS W-8 Examples of Forms Most Received by Accounts Payable: W-8BEN and W-8BEN-E
  • When an 8233 Form is Required
  • When to Accept or Reject (send back) To Your Vendor For Correction
  • Benefits of using a Substitute IRS W-8BEN and W-8BEN-E Form
  • Download: Substitute W-8BEN and W-8BEN-E Form TEMPLATE  
  • Download:  PDF of the Presentation

training session contents


Debra R Richardson, MBA, APPM, APM, CPRS

As a previous AP Sr. Manager over Global Vendor Setup & Maintenance, Debra found it difficult to find vendor process training to avoid fraud, fines, and bad vendor data. She now creates that content.

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she can provide you and your team with training on authentication techniques, internal controls, and best practices in the vendor setup and maintenance process.