Please find below the status of FATCA-related forms and instructions. Links are included when available.
The list will be updated and recirculated as additional forms are released by the IRS.
| Form w/ link | Title | Status |
| 2014 Form 1042 Instructions |
Annual Withholding Tax Return for U.S. Source income of Foreign Persons |
Final 2014-03-04 |
| 2014 Form 1042-S Instructions |
Foreign Person’s U.S. Source Income Subject to Withholding | Draft 2014-03-04 |
| 2014 Form 8966 Instructions |
Foreign Asset Tax Compliance Act (FATCA) Report | Draft 2014-03-04 |
| Form 8957 Instructions |
Foreign Account Tax Compliance Act (FATCA) Registration | Final 2013-08-18 |
| Form W-8BEN Instructions |
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) |
Final 2014-03-03 |
| Form W-8BEN-E Instructions |
Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) |
Draft 2013-05-27 |
| Form W-8ECI Instructions |
Certificate of Foreign Person’s Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States |
Final 2014-03-04 |
| Form W-8EXP Instructions |
Certificate of Foreign Government of Other Foreign Organization for United States Tax Withholding |
Draft 2013-05-23 |
| W-8IMY Instructions |
Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding |
Draft 2013-08-26 |
| Form W-9 Instructions |
Request for Taxpayer Identification Number and Certification | Final 2014-01-24 |
| Form W-9 (SP) Instructions |
Solicitud y Certificacion del Numero de Identificacion del Contribuyente |
Final 2013-09-30 |
