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Version: 1.7.3

Get

Get

Use this endpoint to retrieve the completed W-8BEN form for a specific recipient. The response includes key details such as the payee’s Name, Address, TIN, and a secure download link for the completed Form W-8BEN.

Key Points​

  • Only W-9 forms with statuses COMPLETED and COMPLETED_AND_TIN_MATCH_INPROGRESS can be retrieved using this endpoint.
  • If you omit the BusinessId in your request, the API will return the W-8BEN that matches the Email or PayeeRef linked to your default business.
  • If multiple W-8BEN forms exist for the same Email or PayeeRef, the API returns the most recently completed form.
  • The API response will include the URL for the completed form PDF. You can choose to include or exclude this URL based on your preference. If included, you can enable URL encryption for added security. Learn more
GET FormW8Ben/Get
Run in Postman

Request Params

FieldTypeDescription
PayeeRefStringUnique identifier of a recipient. Either PayeeRef or Email is required
Size Range: 1-50
EmailStringEmail Address of the recipient.
Size Range: 1-50
BusinessIdGuidOptional Unique Business Identifier. If you do not supply the BusinessId in the request, the BusinessId of the default business will be mapped.
TINStringOptional Taxpayer Identification Number. Use this as an alternative for BusinessId. Values: EIN, SSN
Size Range: 9-11(Including hyphen)

Response Body

FieldTypeDescription
SubmissionIdGuidUnique identifier of a submission.
RequesterObjectRequester information.
    BusinessIdGuidA unique identifier of the business.
    BusinessNmStringBusiness Name of the requester. If the requester is an Individual, then the Payer’s full name will be returned.
    FirstNmstringFirst Name of the Individual
    MiddleNmstringMiddle Name of the Individual
    LastNmstringLast Name of the individual
    SuffixstringSuffix of the Individual
    TINTypeStringTIN Type of the Requester.
    TINStringTaxpayer Identification Number of the requester.
    DBAIdStringUnique Identifier for the DBA.
    DBARefStringUnique identifier for each DBA. This identifier can be used in future references of the DBA in the API.
PayeeRefStringUnique identifier of the recipient
W8BENStatusStringStatus of the W-8BEN.
StatusTsStringTimestamp of the W-8BEN Status.
FormW8BENRequestTypeStringForm W-8BEN requested Type.
  • URL_API - Form W-8BEN was requested using the RequestByURL method.
  • Email_API - Form W-8BEN was requested using the RequestByEmail method.
  • Email_UI - Form W-8BEN was requested from the TaxBandits UI application.
PdfUrlStringURL to download the completed W-8BEN.
Note: This URL will expire in 24 hours.
EmailStringEmail Address of the recipient. This is the email to which the W-8BEN request was sent.The value will be null if the Form W-8BEN was requested using the API method RequestByURL
FormDataObjectForm W-8BEN data of the recipient.
    NmOfIndividualstringName of the Foreign Individual.
    CitizenOfCountrystringRecipient country of citizenship.
    USTINTypestringTIN type of the recipient. Either SSN or ITIN.
    USTINstringRecipient’s TIN
    ForeignTINstringForeign TIN of the recipient.
    IsFTINNotLegallyRequiredBooleanWhen TRUE, Identifies that benificial owner on line 1 is not legally required to obtain an FTIN from their jurisdiction of residence.
    ReferenceNumstringRecipient’s reference number. You can use this field to enter any identification number you have for the recipient.
    DOBstringDate of Birth of the recipient
    ExpiryDatestringDate of form expiration
    PermanentAddressObjectRecipient’s permanent address.
        AddressstringRecipient’s Address.
        CitystringRecipient’s City
        StatestringRecipient’s State
        CountrystringRecipient’s Country
        PostalCdstringRecipient’s Zip Code
    MailingAddressObjectRecipient’s mailing address.
        AddressstringRecipient’s Address.
        CitystringRecipient’s City
        StatestringRecipient’s State
        CountrystringRecipient’s Country
        PostalCdstringRecipient’s Zip Code
    TaxTreatyBenefitsObjectTax Treaty Benefits.
        BeneficiaryCountrystringCountry where the recipient claim to be a resident for income tax treaty purposes.
        ClaimingProvArticleParastringArticle and paragraph of the treaty benefits.
        RateOfWHstringRate of Withholding.
        TypeOfIncomestringType of income for which recipient claiming the treaty benefits.
        AdditionalConditionsstringAdditional conditions from the tax treaty benefits.
    SignatureObjectSignature of the recipient.
        SignerNmstringName of the signer.
ErrorsObjectShows detailed error information.

Request Params​

Get the W-8BEN data of a recipient with the PayeeRef and BusinessId.

FormW8Ben/Get?PayeeRef=Pe123451234&BusinessId=7B82B242-1223-4029-9251-C0446298F620

Response JSON​

The response will have the completed W-8BEN information for the given PayeeRef corresponding to the BusinessId. In addition, the Response Payload will also have the PdfUrl link to download the W-8BEN.

{
"SubmissionId": "4a36dc14-f059-4c89-83cd-ff9e350ed0a0",
"Requester": {
  "BusinessId": "7B82B242-1223-4029-9251-C0446298F620",
  "BusinessNm": "Snowdaze LLC",
  "FirstNm": null,
  "MiddleNm": null,
  "LastNm": null,
  "Suffix": null,
  "TINType": "EIN",
  "TIN": "22-2222222",
  "DBAId": null,
  "DBARef": null
},
"PayeeRef": "snow",
"W8BENStatus": "COMPLETED",
"StatusTs": "2021-02-19 14:36:28 -05:00",
"FormW8BENRequestType": "URL_API",
"PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
"Email": "mark@sample.com",
"FormData": {
  "NmOfIndividual": "Joseph Smith",
  "CitizenOfCountry": "Canada",
  "USTINType": "SSN",
  "USTIN": "111-11-1111",
  "ForeignTIN": null,
  "IsFTINNotLegallyRequired": true,
  "ReferenceNum": "76895",
  "DOB": "07/08/1990",
  "ExpiryDate": "05-01-2028",
  "PermanentAdd": {
    "Address1": "123 E. Main St",
    "Address2": null,
    "City": "Rock Hill",
    "State": "SC",
    "Country": "USA",
    "PostalCd": "29730"
  },
  "MailAdd": {
    "Address1": null,
    "Address2": null,
    "City": null,
    "State": null,
    "Country": null,
    "PostalCd": null
  },
  "W8TaxBenefits": {
    "BeneficiaryCountry": "Canada",
    "ClaimingProvArticlePara": "VII",
    "RateOfWH": "27.50",
    "TypeOfIncome": "Royalties",
    "AdditionalConditions": null
  },
  "Signature": {
    "SignerNm": "Joseph"
  }
},
"Errors": null
}