The following FATCA forms and instructions are available: Individuals Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations PDF Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund PDF Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships Form 8938, Statement of Specified Foreign Financial Assets Financial institutions Registration Form 8957, Foreign Account Tax Compliance Act (FATCA) Registration Reporting Form 8508-I, Request for Waiver From Filing Information Returns Electronically PDF Form 8809-I, Application for Extension of Time to File FATCA Form 8966 Form 8966, FATCA Report Form 8966-C, Cover Sheet for Form 8966 Paper Submissions PDF Form 1099-B, Proceeds from Broker and Barter Exchange Transactions Form 1099-DIV, Dividends and Distributions Form 1099-INT, Interest Income Form 1099-MISC, Miscellaneous Income Form 1099-OID, Original Issue Discount Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G) Publication 1179, General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns Accountholders Form W-8 BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding Form W-8 BEN-E, Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) Form W-8 ECI, Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States Form W-8 EXP, Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding Form W-8 IMY, Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding Instructions for the Requester of Forms W–8 BEN, W–8 BEN–E, W–8 ECI, W–8 EXP, and W–8 IMY Form W-9, Request for Taxpayer Identification Number (TIN) and Certification Withholding agents Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding Form 1042-T, Annual Summary and Transmittal of Forms 1042-S Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities Publication 1187, Specifications for Electronic Filing of Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding PDF Forms and publications
