Computershare w 8ben form online 2025

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▶ For use by individuals. Entities must use Form W-8BEN-E. ▶ Go to .irs.gov/FormW8BEN for instructions and the latest information. ▶ Give this form to the withholding agent or payer.
If you sold shares and received proceeds of $20 or more during the tax year, you will receive form 1099-B from Computershare. If you sold shares and received proceeds of less than $20 during the tax year, no taxes were withheld, and the transaction only involved fractional shares, you will not receive form 1099-B.
On the front of the form youll see your contact and account information along with a control number, which allows you to securely import your data into tax filing software.
Shareholders can download copies of their tax forms online through our Quick Access Hub, or by logging in to their account on Investor Center.
If you are a shareholder of a Computershare-administered dividend reinvestment plan, you may access your statements and tax documents through Computershares Investor Center website. The Investor Center website also is a resource to find historical stock prices for companies that are Computershare clients.
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You can download the W-8BEN form: .
You can even do it online following these steps: Have your foreign tax identifying number (foreign TIN) ready. Sign in to Digital Banking and select Online Forms, then Update Tax Status from the Other Services section. Complete the online certification.
It is sent by the broker or barter exchange to clients and the IRS. Taxpayers dont include Form 1099-B with their tax return but they do transfer the information on it to Form 8949 to calculate their capital gains and losses. These totals are then recorded on Schedule D.

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