Form W-4 (2013: Fill & Download for Free

From the facts presented, it's not at all clear that you even need to file a W-8BEN.Compensation paid to a nonresident alien for services performed outside of the United States is considered to be foreign source income, not subject to US taxation, reporting, or withholding. If you are doing all of your work outside of the US, there is no requirement for the payor to report or withhold on your income and therefore no reason for a W-8BEN. A payor of nonemployee compensation to a foreign person is required to report and withhold only on the portion of that compensation that is US source, unless the income is effectively connected to the conduct of a US trade or business; see Federal Income Tax Withholding and Reporting on Other Kinds of U.S. Source Income Paid to Nonresident Aliens and Publication 515 (2013), Withholding of Tax on Nonresident Aliens and Foreign Entities.As an individual, if you need one, you apply for an ITIN and not an EIN. You do that by filing Form W-7 with the IRS rather than Form SS-4. In this case I am not sure that you actually need one for the reason that I stated above. I would suggest that you check with the payor to clarify the reason for the W-8BEN and then check with a specialist in international tax issues if you need one.EDIT: With the clarification in the details, it appears that you may be a non-US individual who is engaging in a trade or business in the US as a sole proprietor. In that case Form W-8BEN might be the wrong form for you to file; you might need to file Form W-8ECI instead. I would strongly suggest that you consult with an international tax specialist. (I also edited my original answer to add some details on when the payor needs to withhold on nonemployee compensation.)

You need to file Forms SS-4 and W-7 by mail. I believe you can file the two at the same time.Instructions for Form SS-4 (01/2011)“responsible party” is the person who has a level of control over, or entitlement to, the funds or assets in the entity that, as a practical matter, enables the individual, directly or indirectly, to control, manage, or direct the entity and the disposition of its funds and assets. The ability to fund the entity or the entitlement to the property of the entity alone, however, without any corresponding authority to control, manage, or direct the entity (such as in the case of a minor child beneficiary), does not cause the individual to be a responsible party.As you can see, your investor does not qualify as a "responsible party" and cannot file for an EIN on your behalf. If you had a U.S.-based co-founder, things may be different.If the person in question is an alien individual with a previously assigned ITIN, enter the ITIN in the space provided and submit a copy of an official identifying document. If necessary, complete Form W-7, Application for IRS Individual Taxpayer Identification Number, to obtain an ITIN.Form W-7 requires accompanying documents (certified passport), read the instructions. Instructions for Form W-7 (01/2013)In the future, after acquiring your ITIN you will be able to apply for EINs online.Then for banking, I believe you will need to work with a lawyer and grant a power of attorney to your investor; or use your ITIN (Form W-7) and you will likely be required to visit the United States for bank account setup (signatures and KYC compliance).

“3.5.20 Processing Requests for Tax Return/Return Information”“A Form 4506-T is a “Request for Transcript of Tax Return” which is used to request any of the following:-Return transcript,Account transcript,Record of account,Verification of nonfiling (VNF), orForm W-2, Form 1099 series, Form 1098 series and/or Form 5498 series transcripts. (See IRM 3.5.20.3.4, Return Transcript Requests).How Requests are ReceivedRequests are generally received from taxpayers or their representatives on:Form 4506, Request for Copy of Tax ReturnForm 4506-T, Request for Transcript of Tax ReturnForm 4506T-EZ, Short Form Request for Individual Tax Return TranscriptForm 4506-C, IVES Request for Transcript of Tax ReturnPhotocopies of signatures are acceptable for all requests for copies of tax forms or return information.Electronic signatures are only acceptable on IVES Requests starting January 7, 2013. Stamped signatures are not acceptable on any requests. Note: It is hard to distinguish an Electronic signature from a stamped signature. Some indications of an electronic signature could be: a number above or below the signature or a date.The request must contain the following items:Sufficient information to identify the taxpayer. All of the three items must be present:Taxpayer name, Taxpayer Identification Number (TIN)Taxpayer address (either current or prior address)Indication of product requested (e.g., return transcript, photocopy of a return, Form W-2 information, etc.)Applicable tax form number or tax type (BMF only)Tax year(s) or period(s) requestedSignature of taxpayer or authorized person.Attestation box is checked.The signature date must be present and be within 120 days of the IRS received date.Note:Forms that are pre-dated or have future dates are not valid.Correct payment, if applicable.SummaryA 4505-T form is a Request for Transcript of Tax Return to the IRS from a taxpayer registered to pay tax into the federal system. All requests to the IRS have to be accompanied with the signature of the taxpayer registered in the IRS against their individual and unique S.S.N. to ensure the correct identification of the registered taxpayer can be confirmed.NB. Failure to provide a genuine signature or its Electronic facsimile together with the date of applying the signature by the taxpayer to the IRS for confirmation against their individual and unique S.S.N. will invalidate the request.”