U S Foreign Account Tax Compliance Act FATCA
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U.S. Foreign Account Tax Compliance Act (FATCA)

Since the close of the Chubb acquisition by ACE Group, the resulting new group is undergoing many changes, most notably the rebranding of the legacy ACE legal entities and the merger, dissolution or relocation of other legal entities in line with the integration plans. Please note that while we have already adopted the Chubb name for external and internal branding, the changes to the withholding certificates will occur as the relevant legal formalities have been completed to effectuate the name changes. Chubb anticipates that by mid-2017 all legacy ACE legal entity withholding certificates will have been changed to reflect their new Chubb names, where applicable.

The U.S. Foreign Account Tax Compliance Act (FATCA) became law in March 2010 and will become effective July 1, 2014. The law is enforced by the U.S. Internal Revenue Service (IRS).

Under the provisions of FATCA, brokers, producers, agents and/or clients may need to obtain withholding certificates (IRS Forms W-8 or W-9) from their insurers. Typically, a W-8 is provided by foreign insurers and a W-9 is provided by U.S. insurers.

Brokers, producers, agents and/or clients doing business with Chubb's U.S. domestic insurers can download a copy of all applicable W-9 forms for each Chubb U.S. insurer below.

Brokers, producers, agents and/or clients doing business with Chubb's foreign insurers can download a copy of all applicable W-8 BEN-E forms for each Chubb foreign insurer.

Requests for Chubb or ACE W-8 IMY’s and other questions regarding FATCA should be sent to fatcacompliance@chubb.com.