Tax form expiration

Prior to expiration, a tax form expiration notice is sent to payees, which advises them to submit a new form. We send the reminder in three intervals of 90 days, 60 days, 3 weeks and 7 days before the expiration date. The following tax forms are valid for the year signed plus three following calendar years, after which the forms expire automatically. For example, if the form was signed in June 2020, it will expire on December 31, 2023.

• W-8BEN
• W-8BEN-E
• W-8ECI
• W-8EXP

The 8233 form expires annually from the date signed. The W-8IMY and W-9 forms have no expiration.