MARSH & McLENNAN COMPANIES FATCA DOCUMENTATION PORTAL
Marsh & McLennan Companies (MMC) has implemented a number of administrative, technical and procedural controls so that the organization and its Marsh,Guy Carpenter, Mercer, and Oliver Wyman operating companies comply with certain regulations issued under the US Foreign Account Tax Compliance Act (FATCA).
To support our clients and other parties that make in-scope FATCA payments to us, we are making available for download from this site the documentation FATCA requires them to obtain before doing so.
If we revise any form due to a change in circumstances, the revised form will be uploaded to this site within 30 days of the change. You are encouraged to check this site prior to remitting in-scope FATCA payments to MMC entities to ensure you have the most current form available.
We recommend you download the following form(s), based on payment type:
- Form W-9 for all in-scope payments to a US entity.
- Form W-8IMY for in-scope insurance and reinsurance premium payments to a non-US broker or agent*.
- Form W-8-BEN-E for all other in-scope payments to non-US entities.
Please direct questions or requests for Forms not included in this site to firstname.lastname@example.org
*Please contact your MMC representative if you require a withholding statement and/or the W-8BEN-Es of the beneficial owner (for premium payments made to Non-Qualified Intermediaries only).
Marsh & McLennan Companies is not a professional tax advisor or legal counsel and does not practice law. This information is not intended as a substitute for tax or legal advice. Accordingly, Marsh & McLennan Companies recommends that the advice of a professional tax advisor or lawyer is sought for tax or legal matters.