Vanguard informed me to fill this form in order to avoid the 30% withholding tax on the balance ($1800) in my Rollover IRA account. Can someone please guide me on how to fill Line 10 of the form (revised in 2014) which is asking for the following information:
?The beneficial owner is claiming the provisions of Article____?_____? of the treaty identified on line 9 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:?
The old (2007) thread is not clear on what needs to be written. I could not find this information in the treaty document.
If someone has filled this form after it was revised by the IRS in 2014, kindly answer my question. Thank you.
Help Filling Line 10 of Revised (2014) Form W-8 BEN
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