Etrade w8ben 2026

The document is a W-8BEN form, which certifies the foreign status of an individual beneficial owner for U.S. tax withholding purposes. It outlines the steps to complete the form, including filling out personal information, reviewing, printing, signing, and mailing it to E*TRADE Securities LLC. The form is specifically for individuals and provides instructions on claiming tax treaty benefits and certifying that the income is not effectively connected with a U.S. trade or business.

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Click ‘Get Form’ to open the W-8BEN in the editor.
Begin by scrolling down and filling out each field. Enter your name as the beneficial owner in the first section, followed by your permanent residence address. Ensure you do not use a P.O. box.
Next, provide your country of citizenship and mailing address if it differs from your permanent address. Include any required taxpayer identification numbers.
In Part II, indicate if you are claiming tax treaty benefits and specify the applicable article and withholding rate.
Finally, review all entered information for accuracy, sign and date the form. Click on the print button in the top toolbar to obtain a hard copy for mailing.

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