海外のお金持ちが投資する海外ファンド(ヘッジファンド)は、景気の変動に関わりなく、すばらしい運用成績を残しています。 |
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関連記事 | 【米国源泉税免除申請書 Form W-8BEN】 | |||
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具体的記入内容は、 Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding ▲Section references are to the Internal Revenue Code. ▲See separate instructions. ▲Give this form withholding agent or payer. Do not send to the IRS. ※IRSに直接送らないように注意書きがある所をみますと、この書類は金融機関で保管されるものと思われます。 Part 1 identification of beneficial Owner (See instructions.) 1 Name of individual or organization that is the beneficial owner ※氏名記入欄 2 Country of incorporation or organization ※法人の場合、登記した国名 3 Type of beneficial owner □Individual □Corporation □Disregarded entity □Partnership □Simple trust □Grantor trust □Complex trust □Estate □Govemment □International organization □Central bank of issue □Tax-exempt organization □Private foundation ※個人投資家の場合、Individualにチェック 4 Permanent residence address(street,apt. or suite no., or rural route). Do not use a P.O.box or in-care-of address. City or town, state or province. Include postal code where appropriate. Country(do not abbreviate) ※永住住所 郵便番号も書きましょう 国名は省略不可です。 5 Mailing address(if different from above) City or town, state or province. Include postal code where appropriate. Country(do not abbreviate) ※郵送先が違う場合は、ここにも住所と郵便番号を書きます。 6 U.S.taxpayer identification number, if required(see instructions) □SSN or MN □EIN 必要に応じ、米国納税者番号(持っている場合)を記入。 7 Foreign tax identifying number, if any (optional) ※海外居住で納税者番号を持つ方の場合。 8 Reference number(s)(see instructions) ※照会番号。これは見たことがありません。金融機関宛ての説明書には、書かれているものと思われます。 PartU Claim of Tax Treaty Benefits(if applicable) ※私の場合は、特別な主張はありません。 9 I certify that (check all that apply): a□The beneficial owner is a resident of _____ within the meaning of the income tax treaty between the United States and that country. b□ If required,the U.S.taxpayer identification number is stated on line 6(see instructions). c□ The beneficial owner is not an individual,derives the item(or items) of income for witch the treaty benefits are claimed,and if applicable,meets the requirements of the treaty provision dealing with limitation on benefits(see instructions). d□ The beneficial owner is not an individual, is claiming treaty benefits for dividends received from a foreign corporation or interest from a U.S.trade or business of a foreign corporation, and meets qualified resident status (see instructions). e□ The beneficial owner is related to the person obligated to pay the income within the meaning of section 267(b), and 707(b), and will file Form 8833 if the amount subject to withholding received during a calender year exceeds, in the aggregate, $500,000 10 Special rates and conditions(if applicable---see instructions);The beneficial owner is claiming the provisions of Article____of the treaty identified on line 9a above to claim a _____% rate of withholding on (specify type of income);________ Explain the reasons the beneficial owner meets the terms of the treaty article;___________ PartV Notional Principal Contracts 11 □I have provided or will provide a statement that identifies those notional principal contracts from which the income is not effectively connected with the conduct of a trade in the United States. I agree to update this statement as required. PartW Certification Under penalties of perjury, I declare that I have examined the information on this form and to the best of my knowledge and belief it is true correct, and complete I further certify under penalties of perjury that; 1 I am the beneficial owner (or am authorized to sign for the beneficial owner) of all the income to which this form relates. 2 The beneficial owner is not a U.S. person. 3 The income to which this form relates is (a) not effectively connected with the conduct of a trade or business in the United States,(b)effectively connected but is not subject to tax under an income tax or (c) the partner's share of a partnership's effectively connected income , and 4 For broker transactions or barter exchanges, the beneficial owner is an exempt foreign person as defined in the instructions. Furthermore, I authorize this form to be provided to any withholding agent that has control, receipt, or custody of the income of which I am the beneficial owner or any withholding agent that can disburse or make payments of the income of which I am the beneficial owner. ※後は、下部にサインと日付を書いて完了です。 Sign Here Signature of beneficial owner(or individual authorized to sign for beneficial owner) Date(MM-DD-YY) Capacity in which acting For Paperwork Reduction Act Notice, see separate instructions. Cat No. 25047Z Form W-8BEN (Rev 2-2006) もう一つサイン欄が追加されました。 AFFIDAVIT OF UNCHANGED STATUS. Under penalties of perjury I declare that I have examined and signed the above Form W-8BEN and that the information and certifications contained therein remaind the same and unchanged for the period beginning Janualy 1,2001(or later account opening date) to the present, and were true, correct and complete during that period. Sign Here Signatory Capacity ここは、「self」と書いて提出しました。 ※金融機関に、間違いなく届くよう航空便がベターかも? ※なお、本申請書を提出しない場合、高率(30%)の源泉税が徴収されるようです。 現在のような低金利では、どちらでも大差ないようなものですが、先々高金利になってから、申請を認められるかどうか確証がありませんので、忘れずに申請することが大切と思います。 海外ファンドに興味をもたれたあなたは、複数の収入の確保を目指しておられるのではないでしょうか? 「金持ち父さん貧乏父さん」の著者 ロバート・キヨサキ氏は、複数の収入の道を強く提唱されています。 個人的には、たとえ収入が安定しているサラリーマンであっても、不安定な世相ですから、是非複数の収入源を持つことをお奨めいたします。 入り口は狭いが、中には無限の富が詰まっている「情報起業」を兼ねるのも、優れた選択と思います。 17歳で本格起業し、毎年億の金を稼いでいる和佐大輔氏に感銘を受けました。 氏は、熱く語ります。 「情報販売とは、お客様の悩みを解決し、結果を出して頂く事!」 今なら、1500円で情報起業のノウハウ(深〜い内容)のビデオと資料が手に入ります。 「理論的には、必然的成功が約束されている世界」とは・・・ 和佐氏の行動哲学は、年齢を超越しています。 その作品名は、『THIS IS IT』(6月20日0時公開 現在サンプルビデオ入手可) |