Re: [请益] TD要求Foreign tax identifying number?

楼主: nicejerry (半糖绿加珍珠)   2017-09-13 23:01:31
我今天也收到这封信了,刚刚致电TDA客服询问,
他说台湾蛮多人来电询问...
其实还蛮简单处理的,只是个制式的表格回填。
客服要我们把"Foreign Tax ID Number"表格打印出来,
把表格内的基本资料如account number,姓名资料填写后,
最重要的就是以下字段:
1. TAX IDENTIFICATION NUMBER:
这个字段不用填,因为我们没有
2. REASONABLE EXPLANATION:
勾选第一个项目:I am not legally required to obtain a TIN in my
jurisiction of tax residence.
填写好此份文件后,拍照或扫描以mail回寄给TDA就可以了!
※ 引述《yvonne10126 (透)》之铭言:
: 今天收到一份TD 的e-mail
: A new regulation requires TD Ameritrade to collect your foreign tax
: identifying number before January 1, 2018. Our records as of September 6,
: 2017, indicate that we don't have this number on file for your account. To
: avoid backup withholding and comply with U.S. tax regulations, please send us
: a completed and signed Foreign Tax ID Number Form from each account owner.
: We encourage you to send us this form as early as possible. To allow time for
: processing, we'll need to receive it by December 8, 2017.
: If you have a foreign tax identifying number, you may provide this in the Tax
: Identification Number section of the form. If you are not legally required to
: obtain a tax identification number in your jurisdiction of tax residence, you
: may complete the Reasonable Explanation section. However, if your country has
: an Intergovernmental Agreement (IGA) with the United States and requires a
: foreign tax identifying number, TD Ameritrade cannot accept the Reasonable
: Explanation Form in lieu of that number.
: How to Send Us Your Form(s)
: You may send your form(s) to us electronically, fax it, or mail it to us.
: To submit the completed and signed form(s) electronically through our secure
: Message Center, scan it, along with any other material you're sending, then
: attach the scanned document(s) when you reply to this message.
: If you'd prefer, you can fax us your form(s) at 866-468-6268.
: Or you can mail it to us, at:
: TD Ameritrade
: 200 South 108th Avenue
: Omaha, NE 68154-2631
: United States of America (if you're mailing this material from outside the
: United States)
: 请问是什么意思呢?我该怎么做呢?
: 麻烦版大们解惑,谢谢
作者: fost (总是有很多惊奇)   2017-09-13 23:04:00
签名也要对吧?
作者: MonkeyW (白猴)   2017-09-13 23:09:00
谢谢大大解惑~!
作者: factest   2017-09-13 23:11:00
感谢提供资讯~~
作者: luaniu (Just Do It)   2017-09-13 23:12:00
感谢提供资讯 签中文名字吗??
作者: badfood (为自己加油)   2017-09-13 23:17:00
其实这样写是不对的 不过TD愿意接受的话就可以了
作者: ckliao0214 (ckliao)   2017-09-13 23:18:00
是否要填ITIN码?
楼主: nicejerry (半糖绿加珍珠)   2017-09-13 23:19:00
签名和当时申请帐号时的中文名相同
作者: inspace (我爱兔小裴)   2017-09-13 23:24:00
所以不需要身份証字号对吗?谢谢喔
作者: lovex (L O V E X)   2017-09-13 23:26:00
有ITIN应该是要填第一栏吧?
楼主: nicejerry (半糖绿加珍珠)   2017-09-13 23:34:00
不用填身分证字号,我没ITIN号码,所以按上述方式填写
作者: cs01580 (哆啦次郎)   2017-09-13 23:41:00
看起来是填或不填身分证字号都可以?
作者: bigwate ( )   2017-09-14 00:21:00
感谢
作者: schooldance (D.A.K.)   2017-09-14 01:52:00
作者: raichu312 (RahXephon)   2017-09-14 06:55:00
推!
作者: malinconico (阿莫)   2017-09-14 08:27:00
请问寄过去的email跟申请帐号时是同一个吗?谢谢
作者: tomato0715 ( ￾ ￾ ￾ ￾N)   2017-09-14 10:00:00
请问要寄到哪个email信箱?
作者: AYLiu (买一套好喇叭)   2017-09-14 10:13:00
这篇跟下面一篇 不太一样耶 所以哪一个才对呢
作者: badfood (为自己加油)   2017-09-14 10:19:00
下面那篇对 不过TD不介意的话 照这篇做也可以
作者: peter9s3b   2017-09-14 10:32:00
所以应该是在1 non-US TIN那栏填入身分证字号吗?
作者: Parasite0922 (米虫)   2017-09-14 10:53:00
想请问若有ITIN是要怎么填呢?
作者: lisa108920 (lisa)   2017-09-14 11:35:00
我是直接reply 回复,按compose写信也可以吧,签完名再扫描传档案
楼主: nicejerry (半糖绿加珍珠)   2017-09-14 12:44:00
我是直接在TDA网站内的个人message center里面点reply回传夹带档案就可以了
作者: scottprint10 (艾兑路)   2017-09-15 07:57:00
Firstrade还没通知
作者: Robben (裸奔)   2017-09-19 12:00:00
照这篇填了 等TD回复

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