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#2163245 - 02/06/18 03:15 PM Signature Card - Backup Witholding Certifications
compliance75 Offline
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Joined: Oct 2016
Posts: 105
A foreign customer completing the signature card Backup Withholding Certification section needs to check both, Backup Withholding (I am not subject to backup withholding…) and the Exempt Recipient (I am exempt recipient under the IRS…) ? Thanks

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Operations Compliance
#2163250 - 02/06/18 03:23 PM Re: Signature Card - Backup Witholding Certifications compliance75
rlcarey Online
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rlcarey
Joined: Jul 2001
Posts: 83,364
Galveston, TX
They need to complete a W-8BEN and not the W-9 certification on most signature cards.
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The opinions expressed here should not be construed to be those of my employer: PPDocs.com

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#2163255 - 02/06/18 03:37 PM Re: Signature Card - Backup Witholding Certifications compliance75
compliance75 Offline
100 Club
Joined: Oct 2016
Posts: 105
Thanks.

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