Re: Form W-8BEN-E for foreign library acquisitions?

Rogelio--

Yes, at the University of Hawaii at Manoa both the Serials and Acquisitions
departments are asked to send this form to our foreign vendors. Our vendors
are located throughout the Pacific and Asia, and the communication can be
very tricky. The form is daunting, and we cannot provide help to them when
filling it out (obviously) but the choices that they make impact our
purchase price immensely. We've had a few vendors fill out the form in ways
that changed their tax status in ways they were not expecting.

If you want to talk more about it, let me know.
Amy C.

Amy Carlson
Head, Serials Department
Hamilton Library
University of Hawaii at Manoa
acarlson_at_hawaii.edu
808-956-7692

On Thu, Nov 19, 2015 at 5:22 AM, <acqnet-l_at_lists.ibiblio.org> wrote:

> Greetings,
>
> At our institution, we are now being asked by the Administrative area to
> request from any foreign vendor that they fill out IRS Form W-8BEN-E
> <https://www.irs.gov/pub/irs-pdf/fw8bene.pdf>. From now on, we will not
> be able to acquire directly foreign library materials or directly subscribe
> to a foreign journal or database unless our suppliers satisfy this
> requirement. This form is related to the Foreign Account Tax Compliance Act
> (FACTA). It is an intimidating 30 part and 8-page long questionnaire. Is
> anyone else in the Acquisitions community being asked to do the same at
> your institution when you buy library materials from a foreign country?
> Thanks in advance any input you can give me,
>
>
>
> *Rogelio H. Hinojosa, MLS, MSc*
>
> Acquisitions Librarian
>
> Texas A&M International University
>
> Sue & Radcliffe Killam Library
>
> 5201 University Boulevard
>
> Laredo, TX 78041-1900
>
> (956) 326-2123
>
> rhinojosa_at_tamiu.edu
>
> http://library.tamiu.edu
>
>
>
>
>
>
> P       Please consider the environment before printing this email.
>
>
> ------------------------------
>
> Rogelio H Hinojosa
> Acquisitions Librarian
> Sue & Radcliffe Killam Library
> KL 214C
> Laredo, TX 78041
> Tel. (956) 326-2123
> Fax (956) 326-2399
> ------------------------------
>
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