W-7 Application

Use Form W-7 to apply for an IRS individual taxpayer identification number (ITIN). An ITIN is a nine-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain, a social security number (SSN) […]

IRS Form W-8

Use this form to provide Gabelli Funds with a Medallion Guaranteed Letter of Instruction.

IRS Form W-4R

Complete Form W-4R so your payer can withhold the correct amount of federal income tax from your nonperiodic payment(s) or eligible rollover distribution from an employer retirement plan, annuity (including a commercial annuity), or individual retirement arrangement (IRA).

W-8BEN

Certificate of Foreign Status of Beneficial Owner for US Tax Withholding (Rev. December 2000).

W-8EXP

Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding (Rev. December 2000). Use this if you are a foreign government, international organization, foreign central banks of issue, foreign tax-exempt organization, foreign private foundation, and government of U.S. possessions.