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Get Instructions For Completing Substitute Form W-8ben - Charles Schwab
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How to fill out the Instructions For Completing Substitute Form W-8BEN - Charles Schwab online
Filling out the Substitute Form W-8BEN is essential for foreign individuals to establish their status for tax purposes. This guide will provide clear and concise instructions on how to complete the form effectively online.
Follow the steps to complete the form accurately and efficiently.
- Press the ‘Get Form’ button to access and open the form in your online editor.
- Enter your name on Line 1. This should be the name of the individual who is the beneficial owner of the income.
- Provide your country of citizenship on Line 2. Do not abbreviate the country name.
- Fill out your permanent residence address on Line 3. Ensure this is not a P.O. box or an in-care-of address.
- If applicable, enter your mailing address on Line 4, only if it differs from your permanent residence address.
- If required, fill in your U.S. Taxpayer Identification Number (SSN or ITIN) on Line 5.
- Enter your foreign tax identifying number on Line 6, if you have one.
- Use Line 7 for any reference numbers that can identify your account or clarify your submission.
- Provide your date of birth on Line 8 in the format MM-DD-YYYY.
- If you are claiming tax treaty benefits, complete Lines 9 and 10 as necessary.
- Review all information for accuracy before submitting the form.
- Once completed, save your changes, download, print, or share the form as needed.
Complete and submit your Substitute Form W-8BEN online to establish your foreign status today.
INSTRUCTIONS FOR COMPLETING SUBSTITUTE FORM W-8BEN 1. Purpose of Substitute Form W-8BEN. This form is used by a non-United States (non-U.S.) person who is a beneficial owner (as defined below) of ADSs in order to avoid United States federal income tax backup withholding on payments made in connection with the Offer.
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