W-8 Certification

Certificate of Foreign Status
If you have recently received a Form W-8BEN in the mail you need to certify your foreign status with Putnam Investments. For most account types this would be Form W-8BEN. See the complete list of W-8 Forms and instructions below.

Due to Internal Revenue Service (IRS) regulations, Putnam is required to receive Form W-8BEN for each foreign beneficial owner listed on the account. If you or any owner of the account is a U.S. Citizen or U.S. Resident Alien, a Form W-9 is required.

If Putnam does not receive this fully completed form, your account(s) could be subject to the statutory U.S. backup withholding rate on all non-Money Market redemptions, exchanges, and dividend and capitals gains distributions. In addition, you also need to complete this form to qualify for a reduced foreign withholding treaty rate.

W-8BEN
Form
Instructions

None of the information in this Web site should be considered legal or tax advice. You should consult your legal or tax advisor for information concerning your own specific tax situation. The forms and numbers shown in this Web site are for illustrative purposes only.