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

作者: nicejerry (半糖綠加珍珠)   2017-09-13 23:01:31
我今天也收到這封信了,剛剛致電TDA客服詢問,
他說台灣蠻多人來電詢問...
其實還蠻簡單處理的,只是個制式的表格回填。
客服要我們把"Foreign Tax ID Number"表格列印出來,
把表格內的基本資料如account number,姓名資料填寫後,
最重要的就是以下欄位:
1. TAX IDENTIFICATION NUMBER:
這個欄位不用填,因為我們沒有
2. REASONABLE EXPLANATION:
勾選第一個項目:I am not legally required to obtain a TIN in my
jurisiction of tax residence.
填寫好此份文件後,拍照或掃描以mail回寄給TDA就可以了!
※ 引述《yvonne10126 (透)》之銘言:
: 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)
: 請問是甚麼意思呢?我該怎麼做呢?
: 麻煩版大們解惑,謝謝
作者: fost (總是有很多驚奇)   2017-09-13 23:04:00
簽名也要對吧?
作者: MonkeyW (白猴)   2017-09-13 23:09:00
謝謝大大解惑~!
作者: factest   2017-09-13 23:11:00
感謝提供資訊~~
作者: luaniu (Just Do It)   2017-09-13 23:12:00
感謝提供資訊 簽中文名字嗎??
作者: badfood (為自己加油)   2017-09-13 23:17:00
其實這樣寫是不對的 不過TD願意接受的話就可以了
作者: ckliao0214 (ckliao)   2017-09-13 23:18:00
是否要填ITIN碼?
作者: nicejerry (半糖綠加珍珠)   2017-09-13 23:19:00
簽名和當時申請帳號時的中文名相同
作者: inspace (我愛兔小裴)   2017-09-13 23:24:00
所以不需要身份証字號對嗎?謝謝喔
作者: lovex (L O V E X)   2017-09-13 23:26:00
有ITIN應該是要填第一欄吧?
作者: nicejerry (半糖綠加珍珠)   2017-09-13 23:34:00
不用填身分證字號,我沒ITIN號碼,所以按上述方式填寫
作者: cs01580 (哆啦次郎)   2017-09-13 23:41:00
看起來是填或不填身分證字號都可以?
作者: bigwate ( )   2017-09-14 00:21:00
感謝
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
請問寄過去的email跟申請帳號時是同一個嗎?謝謝
作者: tomato0715 ( ￾ ￾ ￾ ￾N)   2017-09-14 10:00:00
請問要寄到哪個email信箱?
作者: AYLiu (買一套好喇叭)   2017-09-14 10:13:00
這篇跟下面一篇 不太一樣耶 所以哪一個才對呢
作者: badfood (為自己加油)   2017-09-14 10:19:00
下面那篇對 不過TD不介意的話 照這篇做也可以
作者: peter9s3b   2017-09-14 10:32:00
所以應該是在1 non-US TIN那欄填入身分證字號嗎?
作者: Parasite0922 (米蟲)   2017-09-14 10:53:00
想請問若有ITIN是要怎麼填呢?
作者: lisa108920 (lisa)   2017-09-14 11:35:00
我是直接reply 回復,按compose寫信也可以吧,簽完名再掃描傳檔案
作者: nicejerry (半糖綠加珍珠)   2017-09-14 12:44:00
我是直接在TDA網站內的個人message center裡面點reply回傳夾帶檔案就可以了
作者: scottprint10 (艾兌路)   2017-09-15 07:57:00
Firstrade還沒通知
作者: Robben (裸奔)   2017-09-19 12:00:00
照這篇填了 等TD回覆

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