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extract-w-8ben-data

Extract structured fields from w-8ben documents.

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iterationlayer/skills

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SKILL.md (original)

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Extract W-8BEN Data

Tax and finance teams use this recipe to extract W-8BEN fields from official forms into structured JSON for review, routing, and downstream filing preparation.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "files": [
    {
      "type": "url",
      "name": "w-8ben.pdf",
      "url": "https://example.com/documents/w-8ben-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "beneficial_owner_name",
        "type": "TEXT",
        "description": "Beneficial owner name"
      },
      {
        "name": "country_of_citizenship",
        "type": "COUNTRY",
        "description": "Country of citizenship"
      },
      {
        "name": "permanent_residence_address",
        "type": "ADDRESS",
        "description": "Permanent residence address"
      },
      {
        "name": "mailing_address",
        "type": "ADDRESS",
        "description": "Mailing address if different"
      },
      {
        "name": "us_tin",
        "type": "TEXT",
        "description": "U.S. taxpayer identification number if provided"
      },
      {
        "name": "foreign_tin",
        "type": "TEXT",
        "description": "Foreign tax identifying number"
      },
      {
        "name": "reference_number",
        "type": "TEXT",
        "description": "Reference number if shown"
      },
      {
        "name": "date_of_birth",
        "type": "DATE",
        "description": "Date of birth"
      },
      {
        "name": "treaty_country",
        "type": "COUNTRY",
        "description": "Treaty country for Part II claim"
      },
      {
        "name": "treaty_article",
        "type": "TEXT",
        "description": "Treaty article and paragraph"
      },
      {
        "name": "withholding_rate",
        "type": "TEXT",
        "description": "Claimed withholding rate"
      },
      {
        "name": "is_certification_signed",
        "type": "BOOLEAN",
        "description": "Whether certification is signed"
      }
    ]
  }
}'

import { IterationLayer } from "iterationlayer";

const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "w-8ben.pdf",
      "url": "https://example.com/documents/w-8ben-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "beneficial_owner_name",
        "type": "TEXT",
        "description": "Beneficial owner name"
      },
      {
        "name": "country_of_citizenship",
        "type": "COUNTRY",
        "description": "Country of citizenship"
      },
      {
        "name": "permanent_residence_address",
        "type": "ADDRESS",
        "description": "Permanent residence address"
      },
      {
        "name": "mailing_address",
        "type": "ADDRESS",
        "description": "Mailing address if different"
      },
      {
        "name": "us_tin",
        "type": "TEXT",
        "description": "U.S. taxpayer identification number if provided"
      },
      {
        "name": "foreign_tin",
        "type": "TEXT",
        "description": "Foreign tax identifying number"
      },
      {
        "name": "reference_number",
        "type": "TEXT",
        "description": "Reference number if shown"
      },
      {
        "name": "date_of_birth",
        "type": "DATE",
        "description": "Date of birth"
      },
      {
        "name": "treaty_country",
        "type": "COUNTRY",
        "description": "Treaty country for Part II claim"
      },
      {
        "name": "treaty_article",
        "type": "TEXT",
        "description": "Treaty article and paragraph"
      },
      {
        "name": "withholding_rate",
        "type": "TEXT",
        "description": "Claimed withholding rate"
      },
      {
        "name": "is_certification_signed",
        "type": "BOOLEAN",
        "description": "Whether certification is signed"
      }
    ]
  }
});

from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "w-8ben.pdf",
      "url": "https://example.com/documents/w-8ben-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "beneficial_owner_name",
        "type": "TEXT",
        "description": "Beneficial owner name"
      },
      {
        "name": "country_of_citizenship",
        "type": "COUNTRY",
        "description": "Country of citizenship"
      },
      {
        "name": "permanent_residence_address",
        "type": "ADDRESS",
        "description": "Permanent residence address"
      },
      {
        "name": "mailing_address",
        "type": "ADDRESS",
        "description": "Mailing address if different"
      },
      {
        "name": "us_tin",
        "type": "TEXT",
        "description": "U.S. taxpayer identification number if provided"
      },
      {
        "name": "foreign_tin",
        "type": "TEXT",
        "description": "Foreign tax identifying number"
      },
      {
        "name": "reference_number",
        "type": "TEXT",
        "description": "Reference number if shown"
      },
      {
        "name": "date_of_birth",
        "type": "DATE",
        "description": "Date of birth"
      },
      {
        "name": "treaty_country",
        "type": "COUNTRY",
        "description": "Treaty country for Part II claim"
      },
      {
        "name": "treaty_article",
        "type": "TEXT",
        "description": "Treaty article and paragraph"
      },
      {
        "name": "withholding_rate",
        "type": "TEXT",
        "description": "Claimed withholding rate"
      },
      {
        "name": "is_certification_signed",
        "type": "BOOLEAN",
        "description": "Whether certification is signed"
      }
    ]
  }
})

package main

import il "github.com/iterationlayer/sdk-go"

func main() {
	client := il.NewClient("YOUR_API_KEY")

	result, err := client.ExtractDocument(il.ExtractDocumentRequest{
		Files: []il.FileInput{
			il.FileInput{
				Type: "url",
				Name: "w-8ben.pdf",
				Url: "https://example.com/documents/w-8ben-sample.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "beneficial_owner_name",
					Type: "TEXT",
					Description: "Beneficial owner name",
				},
				il.CountryFieldConfig{
					Name: "country_of_citizenship",
					Type: "COUNTRY",
					Description: "Country of citizenship",
				},
				il.AddressFieldConfig{
					Name: "permanent_residence_address",
					Type: "ADDRESS",
					Description: "Permanent residence address",
				},
				il.AddressFieldConfig{
					Name: "mailing_address",
					Type: "ADDRESS",
					Description: "Mailing address if different",
				},
				il.TextFieldConfig{
					Name: "us_tin",
					Type: "TEXT",
					Description: "U.S. taxpayer identification number if provided",
				},
				il.TextFieldConfig{
					Name: "foreign_tin",
					Type: "TEXT",
					Description: "Foreign tax identifying number",
				},
				il.TextFieldConfig{
					Name: "reference_number",
					Type: "TEXT",
					Description: "Reference number if shown",
				},
				il.DateFieldConfig{
					Name: "date_of_birth",
					Type: "DATE",
					Description: "Date of birth",
				},
				il.CountryFieldConfig{
					Name: "treaty_country",
					Type: "COUNTRY",
					Description: "Treaty country for Part II claim",
				},
				il.TextFieldConfig{
					Name: "treaty_article",
					Type: "TEXT",
					Description: "Treaty article and paragraph",
				},
				il.TextFieldConfig{
					Name: "withholding_rate",
					Type: "TEXT",
					Description: "Claimed withholding rate",
				},
				il.BooleanFieldConfig{
					Name: "is_certification_signed",
					Type: "BOOLEAN",
					Description: "Whether certification is signed",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}

{
  "name": "Extract W-8BEN Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract W-8BEN Data\n\nTax and finance teams use this recipe to extract W-8BEN fields from official forms into structured JSON for review, routing, and downstream filing preparation.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "extract-w-8ben-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-w-8ben-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"beneficial_owner_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Beneficial owner name\"\n    },\n    {\n      \"name\": \"country_of_citizenship\",\n      \"type\": \"COUNTRY\",\n      \"description\": \"Country of citizenship\"\n    },\n    {\n      \"name\": \"permanent_residence_address\",\n      \"type\": \"ADDRESS\",\n      \"description\": \"Permanent residence address\"\n    },\n    {\n      \"name\": \"mailing_address\",\n      \"type\": \"ADDRESS\",\n      \"description\": \"Mailing address if different\"\n    },\n    {\n      \"name\": \"us_tin\",\n      \"type\": \"TEXT\",\n      \"description\": \"U.S. taxpayer identification number if provided\"\n    },\n    {\n      \"name\": \"foreign_tin\",\n      \"type\": \"TEXT\",\n      \"description\": \"Foreign tax identifying number\"\n    },\n    {\n      \"name\": \"reference_number\",\n      \"type\": \"TEXT\",\n      \"description\": \"Reference number if shown\"\n    },\n    {\n      \"name\": \"date_of_birth\",\n      \"type\": \"DATE\",\n      \"description\": \"Date of birth\"\n    },\n    {\n      \"name\": \"treaty_country\",\n      \"type\": \"COUNTRY\",\n      \"description\": \"Treaty country for Part II claim\"\n    },\n    {\n      \"name\": \"treaty_article\",\n      \"type\": \"TEXT\",\n      \"description\": \"Treaty article and paragraph\"\n    },\n    {\n      \"name\": \"withholding_rate\",\n      \"type\": \"TEXT\",\n      \"description\": \"Claimed withholding rate\"\n    },\n    {\n      \"name\": \"is_certification_signed\",\n      \"type\": \"BOOLEAN\",\n      \"description\": \"Whether certification is signed\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "w-8ben.pdf",
              "fileUrl": "https://example.com/documents/w-8ben-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-w-8ben-data-extract",
      "name": "Extract Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Extract w-8ben data from the file at [file URL]. Use the extract_document tool with these fields:

- beneficial_owner_name (TEXT): Beneficial owner name
- country_of_citizenship (COUNTRY): Country of citizenship
- permanent_residence_address (ADDRESS): Permanent residence address
- mailing_address (ADDRESS): Mailing address if different
- us_tin (TEXT): U.S. taxpayer identification number if provided
- foreign_tin (TEXT): Foreign tax identifying number
- reference_number (TEXT): Reference number if shown
- date_of_birth (DATE): Date of birth
- treaty_country (COUNTRY): Treaty country for Part II claim
- treaty_article (TEXT): Treaty article and paragraph
- withholding_rate (TEXT): Claimed withholding rate
- is_certification_signed (BOOLEAN): Whether certification is signed

Response

{
  "success": true,
  "data": {
    "beneficial_owner_name": {
      "value": "Beneficial Owner Name",
      "confidence": 0.97,
      "citations": [
        "BENEFICIAL OWNER NAME"
      ]
    },
    "country_of_citizenship": {
      "value": "DE",
      "confidence": 0.97,
      "citations": [
        "COUNTRY OF CITIZENSHIP"
      ]
    },
    "permanent_residence_address": {
      "value": {
        "street": "100 Market Street",
        "city": "Berlin",
        "postal_code": "10115",
        "country": "DE"
      },
      "confidence": 0.97,
      "citations": [
        "PERMANENT RESIDENCE ADDRESS"
      ]
    },
    "mailing_address": {
      "value": {
        "street": "100 Market Street",
        "city": "Berlin",
        "postal_code": "10115",
        "country": "DE"
      },
      "confidence": 0.97,
      "citations": [
        "MAILING ADDRESS"
      ]
    },
    "us_tin": {
      "value": "Us Tin",
      "confidence": 0.97,
      "citations": [
        "US TIN"
      ]
    },
    "foreign_tin": {
      "value": "Foreign Tin",
      "confidence": 0.97,
      "citations": [
        "FOREIGN TIN"
      ]
    },
    "reference_number": {
      "value": "Reference Number",
      "confidence": 0.97,
      "citations": [
        "REFERENCE NUMBER"
      ]
    },
    "date_of_birth": {
      "value": "2026-04-15",
      "confidence": 0.97,
      "citations": [
        "15 Apr 2026"
      ]
    },
    "treaty_country": {
      "value": "DE",
      "confidence": 0.97,
      "citations": [
        "TREATY COUNTRY"
      ]
    },
    "treaty_article": {
      "value": "Treaty Article",
      "confidence": 0.97,
      "citations": [
        "TREATY ARTICLE"
      ]
    },
    "withholding_rate": {
      "value": "Withholding Rate",
      "confidence": 0.97,
      "citations": [
        "WITHHOLDING RATE"
      ]
    },
    "is_certification_signed": {
      "value": true,
      "confidence": 0.97,
      "citations": [
        "IS CERTIFICATION SIGNED"
      ]
    }
  }
}

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Install

Install with a command

npx skills add https://github.com/iterationlayer/skills --skill extract-w-8ben-data

Paste it into your terminal and run it (requires Node.js). You can choose which agents to install it for, such as Claude Code or Codex.

Ask your agent

Please install the following Agent Skill.
https://github.com/iterationlayer/skills/tree/main/skills/extract-w-8ben-data

First review SKILL.md and the bundled files and confirm there is nothing suspicious (such as sending data externally or reading credentials). Then place it in ~/.claude/skills/extract-w-8ben-data/ for Claude Code, or ~/.agents/skills/extract-w-8ben-data/ for Codex.

Send this text to Claude Code or Codex as is. It checks the contents before installing.

View source on GitHub

Repository: iterationlayer/skills
Stars: 4
Forks: 0
Category: Data & AI
License: MIT
Original language: English
Last updated: Jun 9, 2026

A skill is a set of instructions and scripts for an agent. cccskills does not guarantee that skills are safe. Review the contents before you install.

Files included (1)

SKILL.md (original)

Extract W-8BEN Data

APIs Used

Prerequisites

Implementation

Response

Links

Reviews

Comments

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