Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 W-8BEN form - E*Trade HOW TO DO?, INSTRUCTIONS FOR COMPLETING SUBSTITUTE

views
     
TSplouffle0789
post Feb 5 2021, 06:29 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

QUOTE(HitamHad @ Feb 5 2021, 04:30 PM)
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.
*
You also work in singapore?
TSplouffle0789
post Feb 5 2021, 06:32 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

QUOTE(Pikichu @ Feb 5 2021, 12:31 PM)
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.
*
Hi,this is my sg company employee shares options.
Confirm earn money
Every month take 10 percent of our salary.
Then they will choose the lowest day closing price in 365 days,deduct 10 percent discount and sell to you!!!!


So very very low chances you lose money unless company is airline,travel,hotel,casino....


Do you fill this form before????


TSplouffle0789
post Feb 5 2021, 06:33 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

QUOTE(cikalakacikaci @ Feb 5 2021, 12:27 PM)
Etrade accept client from malaysia kah
I dont think so
*
Malaysian that work at sg
Malaysian also accept of work at malaysia

My friend work in penang also have etrade
Pikichu
post Feb 5 2021, 08:51 PM

Look at all my stars!!
*******
Senior Member
2,278 posts

Joined: Jan 2019
QUOTE(plouffle0789 @ Feb 5 2021, 06:32 PM)
Hi,this is my sg company employee shares options.
Confirm earn money
Every month take 10 percent of our salary.
Then they will choose the lowest day closing price in 365 days,deduct 10 percent discount and sell to you!!!!
So very very low chances you lose money unless company is airline,travel,hotel,casino....
Do you fill this form before????
*
buy buy buy
HokkienMee_Lover
post Feb 5 2021, 08:59 PM

Getting Started
**
Junior Member
157 posts

Joined: Dec 2020
From: tetekland


mau open acc but ayam rmb ayam no job no tax
HuorEarfalas
post Feb 5 2021, 09:28 PM

Casual
***
Junior Member
382 posts

Joined: Sep 2006


Work at SG but never heard of TDA (TOS), Tiger, IBKR??

Regards to W8, i just fill up my real TIN... you will eventually require to upload your NRIC, proof of address, etc etc..

Also depending on the broker, you are subjected to the pdt rule

This post has been edited by HuorEarfalas: Feb 5 2021, 09:28 PM
kaiserreich
post Feb 5 2021, 09:35 PM

Pendekar Papan Kekunci
*******
Senior Member
4,234 posts

Joined: Sep 2006
QUOTE(cikalakacikaci @ Feb 5 2021, 12:27 PM)
Etrade accept client from malaysia kah
I dont think so
*
Can. I got one.
And i working in penang
wanfumi
post Feb 5 2021, 09:37 PM

Getting Started
**
Junior Member
122 posts

Joined: Feb 2006


QUOTE(cikalakacikaci @ Feb 5 2021, 12:27 PM)
Etrade accept client from malaysia kah
I dont think so
*
They do accept Malaysia traders, ive opened account with them so many years back. Thats all i can say
TSplouffle0789
post Feb 5 2021, 09:47 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

QUOTE(kaiserreich @ Feb 5 2021, 09:35 PM)
Can. I got one.
And i working in penang
*
How you fill this form online???
My posted photo correct??
TSplouffle0789
post Feb 5 2021, 09:47 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

QUOTE(wanfumi @ Feb 5 2021, 09:37 PM)
They do accept Malaysia traders, ive opened account with them so many years back. Thats all i can say
*
How you fill this form online???
My posted photo correct??
TSplouffle0789
post Feb 6 2021, 12:54 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

anyone?????
ozak
post Feb 6 2021, 12:59 PM

10k Club
********
All Stars
17,025 posts

Joined: Jan 2005


Can’t you fill it in adobe pdf?
TSplouffle0789
post Feb 6 2021, 01:05 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

QUOTE(ozak @ Feb 6 2021, 12:59 PM)
Can’t you fill it in adobe pdf?
*
Now change online maybe

Do you fill it before?

This post has been edited by plouffle0789: Feb 6 2021, 01:05 PM
ozak
post Feb 6 2021, 01:10 PM

10k Club
********
All Stars
17,025 posts

Joined: Jan 2005


QUOTE(plouffle0789 @ Feb 6 2021, 01:05 PM)
Now change online maybe

Do you fill it before?
*
They post to me. Filled and post back. Last time.

For other form, filled in pdf and email back.

For 2020, this form only available in 19/2.
TSplouffle0789
post Feb 6 2021, 01:13 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

QUOTE(ozak @ Feb 6 2021, 01:10 PM)
They post to me. Filled and post back. Last time.

For other form, filled in pdf and email back.

For 2020, this form only available in 19/2.
*
19/2 means 19 february 2021???

So can you teach me how to fill??


My photo posted correct?
ozak
post Feb 6 2021, 01:35 PM

10k Club
********
All Stars
17,025 posts

Joined: Jan 2005


QUOTE(plouffle0789 @ Feb 6 2021, 01:13 PM)
19/2 means 19 february 2021???

So can you teach me how to fill??
My photo posted correct?
*
Yup.

I forget how the form filled last time.

If not forgotten, all been filled up. I only go through it and sign it. Scan pdf and email back.
RagingCandy
post Feb 6 2021, 02:55 PM

Getting Started
**
Junior Member
205 posts

Joined: Sep 2014
QUOTE(plouffle0789 @ Feb 5 2021, 07:53 AM)
user posted image
https://drive.google.com/file/d/1Aq5GzhjWDA...iew?usp=sharing
is it follow this one can do?


user posted image
user posted image

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

*
Ask your company finance. They should able to guide you.
TSplouffle0789
post Feb 6 2021, 06:53 PM

Regular
******
Senior Member
1,837 posts

Joined: May 2010

No???
kembayang
post Feb 6 2021, 07:04 PM

Regular
******
Senior Member
1,441 posts

Joined: Oct 2017
Sudah online la. Go to their Customer Service, Live Chat, get the latest instruction
djhenry91
post Feb 6 2021, 07:11 PM

Slow and Steady
*******
Senior Member
6,779 posts

Joined: Jan 2009
From: SEGI Heaven


lol..w8ben je..wat so hard to fill
walouwei
got expire date wan, mcam 2-3 years lupa liao

3 Pages < 1 2 3 >Top
 

Change to:
| Lo-Fi Version
0.0200sec    1.40    5 queries    GZIP Disabled
Time is now: 23rd December 2025 - 09:22 PM