A: Form W-8BEN is valid until the end of the year plus three additional years.
For example, if a taxpayer submits a W-8BEN in 2023, it remains valid until the end of 2026. However, the taxpayer must provide a new W-8BEN if there are any changes to their information.
It’s also important to verify the applicability of the treaty for the years ahead, as a treaty may expire before the W-8BEN form naturally expires. For example, a foreign student's treaty benefits might end before the W-8BEN form’s validity period.