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Non-U.S. Retirement Plans Must Comply with or Claim Exemption from FATCA by July 1
McDermott Will & Emery Link to more items from this source
June 10, 2014
"[T]he IRS has yet to publish the instructions corresponding to the final Form W-8BEN-E. The lack of instructions makes it difficult to complete the form properly, given the ambiguities inherent in completing the form.... We are hopeful the IRS will issue instructions shortly, in order to provide further clarification of these complicated issues. Before then, it is important for plan sponsors to confirm that their non-U.S. retirement plans are exempt from FATCA."

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