Get View - Td Ameritrade

This guide provides a comprehensive overview of how to accurately complete the View - TD Ameritrade form, commonly known as Form W-8BEN. This form is essential for individuals who are beneficial owners and seeks to claim foreign status for United States tax withholding purposes.

Follow the steps to properly complete the form online.

1. Click ‘Get Form’ button to access the document and open it in the appropriate editor.
2. In Part I, start with the identification of beneficial owner: Provide the full name of the individual who is the beneficial owner in line 1.
3. In line 2, enter the permanent residence address, ensuring you do not use a P.O. box or in-care-of address.
4. Specify the country of citizenship in line 3.
5. In line 4, list the mailing address, if different from the permanent address, followed by the city or town, state or province, and postal code.
6. Complete lines 5 and 6 with the U.S. taxpayer identification number (SSN or ITIN) and foreign tax identifying number, if applicable.
7. Enter the date of birth in line 8 using the MM-DD-YYYY format.
8. Provide your TD Ameritrade account number in line 7. If you do not have an account number, indicate 'New Account'.
9. In Part II, on line 9, the beneficial owner must certify their residency in the appropriate tax treaty country.
10. If applicable, state the special rates and conditions regarding withholding on line 10 and specify the type of income.
11. In Part III, certify under penalties of perjury by signing the form, providing the print name, date, and capacity in which acting, if applicable.
12. If any additional information is requested, include it as necessary, and ensure all documentation is complete.
13. Save your changes, then download, print, or share the completed form as needed.

Complete your W-8BEN form online today to ensure your tax status is properly recorded.