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.