https://drive.google.com/file/d/1Aq5GzhjWDA...iew?usp=sharing
is it follow this one can do?







Forms W-8 are valid for the year in which they are signed and for the next three calendar years. For example, a Form W-8BEN signed on March 5, 2018, remains valid through December 31, 2021, and must be resubmitted to IBKR no later than January 30, 2022.

Tax withholding determination:

Generally, tax is withheld at a rate of 30% on payments of US source stock dividends and substitute payments in lieu. The rate of withholding may be reduced if there is a tax treaty between your country of tax residence and the US

US Tax withholding on distributions from Publicly Traded Partnerships is withheld at 37% (2018) as this is earned income in the US

Updating Form W-8:

Forms W-8 are valid for the year in which they are signed and for the next three calendar years. For example, a Form W-8BEN signed on March 5, 2018, remains valid through December 31, 2021, and must be resubmitted to IBKR no later than January 30, 2022. Failure to update your W-8 form will result in withholding on all income including gross proceeds from securities sales.

Note: IBKR will send you an email when you are required to resubmit your Form W-8.

Requirement to Complete Form W-8:

Form W-8, Certificate of Foreign Status, must be on file with IBKR. This form must be renewed every three years. If the form W-8 is no longer valid, IBKR will assume that you are a non-US person and withhold US tax at 30% on interest, dividends, gross proceeds and payments and lieu. Treaty rates, if applicable, will no longer apply.

Note that if you complete Form W-8 you will not receive a Consolidated Form 1099, but you may receive Form 1042S.
Withholding Penalty

If you fail to provide a Form W-8, or do not resubmit a new W-8 when prompted upon the three-year expiration, additional withholding will apply. IBKR encourages its clients to consult with their tax advisors for further guidance on how to seek relief for any tax withheld.

Refer to information below for the specific type of W-8 you should complete and how long your Form W-8 is valid from the date signed.


how to do?
etrade

This post has been edited by plouffle0789: Feb 6 2021, 10:54 PM

I also want to know whether can apply online or not

Fuyo, got ppl wan trade foreign stocks liao.

just fill up part I and part III

all other leave it empty.

thats what my remisier tell me.

at last week,when i log in to etrade,i see this pop up,then i remember i click cancel or do it later button

can i do it now>??

anyone know???

W8ben now online only
Last time classic filled up ,kena post original copy to broker
Kek

This post has been edited by cikalakacikaci: Feb 5 2021, 12:04 PM

HOW to do???

now already 1 week..can doing>?

Check with your broker lah how to submit.. if manual fill up this
https://www.google.com/url?sa=t&source=web&...ett79CJZSb8br_U

Im using td ameritrade sg online submission only

this is my old company shares employees plan

you post it back to usa ?

Use tos lah. Etrade balls

what is tos??

do you fill online before?








correct?

This the w8ben online form la.just tick2 submit.i dont think they still require client to post the form.

Safe to use ?

Etrade accept client from malaysia kah
I dont think so

Ini pun mau ajar ka?

He sinki

Sign and submit w8ben then USA will have power over you. ... financially meaning if you trade in certain way, and profit, then they tax deduct.

If you don't know how to fill up form and submit, then maybe not advisable for you to trade.

And don't get scammed by the fake BEN forms that ask you to update your profile and give them your mother's maiden name! Stopped receiving these phishing emails after I reported this to the IRS hotline. Pax.

So is it have expired date?

I just tick these things and submit done?